Summit Wealth & Retirement Planning, Inc. American Express CO Transaction History

Summit Wealth & Retirement Planning, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$144.33 - $169.45 $873,196 - $1.03 Million	-6,050 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$91.07 - $125.04 $11,839 - $16,255	-130 Reduced 2.1%	6,050 $732,000
Q3 2020 Nov 10, 2020	SELL	$90.57 - $107.27 $13,132 - $15,554	-145 Reduced 2.29%	6,180 $620,000
Q2 2020 Aug 13, 2020	BUY	$73.6 - $113.67 $23,919 - $36,942	325 Added 5.42%	6,325 $602,000
Q4 2019 Feb 10, 2020	SELL	$112.54 - $125.77 $337 - $377	-3 Reduced 0.05%	6,000 $747,000
Q1 2019 May 08, 2019	BUY	$93.43 - $113.55 $560,860 - $681,640	6,003 New	6,003 $656,000

2,695

573M

9.43M

8.32M

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $215B
Description
American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financi...

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.