Current Value of Holding

$172M

Shares

551k

% of Portfolio

0.24%

Average Buy Price

$342

Avg closing price
Price range

33 Jim Simons American Express Trades

Jim Simons acquired 551k American Express shares worth $172M. That's 0.24% of their equity portfolio (75th largest holding). The first American Express trade was made in Q1 2014. Since then Jim Simons bought shares seventeen more times and sold shares on fifteen occasions. The investor's estimated purchase price is $188M, resulting in a loss of 8.6%.

Avg closing price
Price range
New holding (+551k shares) Q1 2026
Avg closing price $342.10
Price range $292.28 - $383.56
Sold -276k shares Q3 2024
Avg closing price $248.95
Price range $225.92 - $271.20
Increased shares by 32.7% (+68k shares) Q2 2024
Avg closing price $231.59
Price range $217.50 - $243.08
New holding (+208k shares) Q1 2024
Avg closing price $207.36
Price range $179.79 - $229.12
Sold -422k shares Q4 2023
Avg closing price $160.97
Price range $141.31 - $187.80
Increased shares by 14.8% (+54.4k shares) Q3 2023
Avg closing price $163.57
Price range $149.19 - $178.04
Sold 50.8% shares (-380k shares) Q2 2023
Avg closing price $161.35
Price range $147.93 - $175.14
Increased shares by 131.1% (+424k shares) Q1 2023
Avg closing price $165.89
Price range $146.43 - $181.33
Sold 81.3% shares (-1.4M shares) Q4 2022
Avg closing price $148.17
Price range $136.74 - $157.59
Sold 35.8% shares (-962k shares) Q3 2022
Avg closing price $151.36
Price range $134.91 - $165.84
Increased shares by 5063.5% (+2.64M shares) Q2 2022
Avg closing price $165.18
Price range $137.50 - $188.46
New holding (+52.1k shares) Q1 2022
Avg closing price $180.59
Price range $158.74 - $198.38
Sold -21.7k shares Q1 2020
Avg closing price $116.35
Price range $68.96 - $136.93
Sold 98.9% shares (-1.94M shares) Q4 2019
Avg closing price $119.52
Price range $112.54 - $125.77
New holding (+1.96M shares) Q3 2019
Avg closing price $122.63
Price range $116.80 - $128.57
Sold -329k shares Q2 2019
Avg closing price $117.46
Price range $109.85 - $124.92
Increased shares by 197.5% (+218k shares) Q1 2019
Avg closing price $105.08
Price range $93.43 - $113.55
New holding (+111k shares) Q4 2018
Avg closing price $104.63
Price range $89.50 - $112.89
Sold -1.3M shares Q3 2018
Avg closing price $104.00
Price range $97.84 - $111.11
New holding (+1.3M shares) Q2 2018
Avg closing price $98.26
Price range $91.00 - $102.70

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