A detailed history of Uma Financial Services, Inc. transactions in American Express CO stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,422 shares of AXP stock, worth $344,664. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,422
Previous 1,337 6.36%
Holding current value
$344,664
Previous $304,000 8.22%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$217.5 - $243.08 $18,487 - $20,661
85 Added 6.36%
1,422 $329,000
Q1 2024

Apr 17, 2024

BUY
$179.79 - $229.12 $34,160 - $43,532
190 Added 16.56%
1,337 $304,000
Q4 2023

Jan 23, 2024

BUY
$141.31 - $187.8 $162,082 - $215,406
1,147 New
1,147 $214,000

Others Institutions Holding AXP

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $181B
  • 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...
More about AXP
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