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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

AXP holding history

American Express Co in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q1 2024 holdings

Shares (Q1 2024)
50
Value
$11.4K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2021
Holdings of AXP by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202450$11.4K<0.1%00.0%UnchangedHolders
Q4 202350$9.37K<0.1%00.0%UnchangedHolders
Q3 202350$7.46K<0.1%00.0%UnchangedHolders
Q2 202350$8.71K<0.1%00.0%UnchangedHolders
Q1 202350$8.00K<0.1%00.0%UnchangedHolders
Q4 202250$7.00K<0.1%+50NewHolders
Q3 20220$00.0%−50−100.0%Sold outHolders
Q2 202250$7.00K<0.1%00.0%UnchangedHolders
Q1 202250$9.00K<0.1%00.0%UnchangedHolders
Q4 202150$8.00K<0.1%00.0%UnchangedHolders
Q3 202150$8.00K<0.1%+50NewHolders