A detailed history of Hhm Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 1,486 shares of AXP stock, worth $450,941. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,486
Previous 1,486 -0.0%
Holding current value
$450,941
Previous $344,000 16.86%
% of portfolio
0.06%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024

BUY
$141.31 - $187.8 $24,022 - $31,926
170 Added 12.92%
1,486 $278,000
Q4 2022

Jan 19, 2023

SELL
$136.81 - $157.67 $7,524 - $8,671
-55 Reduced 4.01%
1,316 $0
Q3 2022

Nov 04, 2022

SELL
$134.91 - $165.84 $53,964 - $66,336
-400 Reduced 22.59%
1,371 $185,000
Q1 2021

Apr 23, 2021

BUY
$114.09 - $150.27 $14,831 - $19,535
130 Added 7.92%
1,771 $250,000
Q4 2020

Jan 28, 2021

BUY
$91.07 - $125.04 $21,401 - $29,384
235 Added 16.71%
1,641 $198,000
Q3 2020

Nov 12, 2020

BUY
$90.57 - $107.27 $36,771 - $43,551
406 Added 40.6%
1,406 $141,000
Q1 2020

May 12, 2020

BUY
$68.96 - $136.93 $68,960 - $136,930
1,000 New
1,000 $86,000

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 $227B
  • 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
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.