Acima Private Wealth’s American Express AXP Stock Holding History

Acima Private Wealth’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
2026 Q2	$357K	Sell	1,056 -44	-4%	-$14.1K	0.1%	90
2026 Q1	$333K	Hold	1,100	–	–	0.1%	97
2025 Q4	$407K	Hold	1,100	–	–	0.13%	88
2025 Q3	$365K	Buy	1,100 +100	+10%	+$31.8K	0.11%	95
2025 Q2	$319K	Hold	1,000	–	–	0.11%	99
2025 Q1	$269K	Sell	1,000 -2,000	-67%	-$591K	0.1%	105
2024 Q4	$890K	Hold	3,000	–	–	0.3%	59
2024 Q3	$814K	Hold	3,000	–	–	0.27%	59
2024 Q2	$695K	Hold	3,000	–	–	0.26%	60
2024 Q1	$683K	Hold	3,000	–	–	0.25%	67
2023 Q4	$562K	Sell	3,000 -56	-2%	-$9.01K	0.22%	76
2023 Q3	$456K	Hold	3,056	–	–	0.2%	86
2023 Q2	$532K	Sell	3,056 -57	-2%	-$9.2K	0.25%	81
2023 Q1	$513K	Buy	3,113 +56	+2%	+$9.29K	0.25%	80
2022 Q4	$452K	Hold	3,057	–	–	0.23%	84
2022 Q3	$412K	Hold	3,057	–	–	0.21%	80
2022 Q2	$424K	Hold	3,057	–	–	0.21%	83
2022 Q1	$572K	Hold	3,057	–	–	0.26%	77
2021 Q4	$500K	Hold	3,057	–	–	0.22%	84
2021 Q3	$512K	Hold	3,057	–	–	0.24%	82
2021 Q2	$505K	Hold	3,057	–	–	0.23%	81
2021 Q1	$432K	Sell	3,057 -81	-3%	-$10.7K	0.21%	84
2020 Q4	$379K	Hold	3,138	–	–	0.2%	85
2020 Q3	$315K	Hold	3,138	–	–	0.19%	88
2020 Q2	$299K	Hold	3,138	–	–	0.19%	93
2020 Q1	$269K	Hold	3,138	–	–	0.21%	92
2019 Q4	$391K	Hold	3,138	–	–	0.27%	87
2019 Q3	$371K	Hold	3,138	–	–	0.28%	84
2019 Q2	$387K	Hold	3,138	–	–	0.31%	77
2019 Q1	$343K	Hold	3,138	–	–	0.29%	78
2018 Q4	$299K	Buy	+3,138	New	+$328K	0.29%	81

Other funds holding AXP

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return