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9258 Wealth Management’s American Express AXP Stock Holding History

9258 Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$635K Hold
2,340
– – 0.09% 174
2024
Q2 		$542K Sell
2,340
-11
-0.5% -$2.55K 0.08% 179
2024
Q1 		$535K Sell
2,351
-47
-2% -$9.75K 0.08% 188
2023
Q4 		$449K Hold
2,398
– – 0.08% 194
2023
Q3 		$358K Buy
2,398
+63
+3% +$10.3K 0.07% 220
2023
Q2 		$407K Buy
2,335
+18
+0.8% +$2.9K 0.08% 210
2023
Q1 		$382K Buy
2,317
+226
+11% +$37.5K 0.08% 215
2022
Q4 		$309K Hold
2,091
– – 0.07% 246
2022
Q3 		$282K Sell
2,091
-60
-3% -$9.08K 0.07% 249
2022
Q2 		$298K Buy
2,151
+5
+0.2% +$826 0.08% 250
2022
Q1 		$401K Sell
2,146
-10
-0.5% -$1.81K 0.09% 227
2021
Q4 		$353K Buy
2,156
+11
+0.5% +$1.88K 0.08% 254
2021
Q3 		$359K Sell
2,145
-1
-0% -$167 0.1% 225
2021
Q2 		$355K Buy
+2,146
New +$336K 0.1% 226
2020
Q3 		– Sell
-2,232
Closed -$212K – 301
2020
Q2 		$212K Buy
+2,232
New +$206K 0.09% 251
2020
Q1 		– Sell
-3,340
Closed -$416K – 278
2019
Q4 		$416K Buy
3,340
+1,404
+73% +$168K 0.15% 173
2019
Q3 		$229K Sell
1,936
-58
-3% -$7.11K 0.18% 148
2019
Q2 		$246K Sell
1,994
-37
-2% -$4.35K 0.2% 143
2019
Q1 		$222K Sell
2,031
-92
-4% -$9.67K 0.19% 144
2018
Q4 		$202K Buy
+2,123
New +$222K 0.2% 149

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

9258 Wealth Management's AXP Position: Q3 2024 in Review

9258 Wealth Management held its American Express (AXP) position steady in Q3 2024 at 2,340 shares worth $635K. The position accounts for 0.09% of the portfolio, ranked #174.

9258 Wealth Management first reported a position in AXP in Q4 2018 and has held it in 20 quarters since. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • 9258 Wealth Management held 2,340 shares of American Express worth $635K as of Q3 2024.
  • 9258 Wealth Management left its American Express share count unchanged in Q3 2024.
  • American Express made up 0.09% of 9258 Wealth Management's portfolio in Q3 2024, its #174 holding.
  • 9258 Wealth Management first reported a position in American Express in Q4 2018 and has held it in 20 quarters since.
  • 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.