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All Season Financial Advisors’s American Express AXP Stock Holding History

All Season Financial Advisors’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
2023
Q2 		– Sell
-2,654
Closed -$438K – 99
2023
Q1 		$438K Buy
+2,654
New +$440K 0.4% 75
2022
Q4 		– Sell
-1,593
Closed -$215K – 112
2022
Q3 		$215K Buy
1,593
+27
+2% +$4.09K 0.23% 95
2022
Q2 		$217K Sell
1,566
-85
-5% -$14K 0.19% 112
2022
Q1 		$309K Buy
1,651
+106
+7% +$19.1K 0.22% 114
2021
Q4 		$253K Sell
1,545
-2,144
-58% -$366K 0.18% 115
2021
Q3 		$618K Buy
3,689
+2,184
+145% +$365K 0.5% 42
2021
Q2 		$249K Buy
+1,505
New +$236K 0.18% 111

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

All Season Financial Advisors's AXP Position: Q2 2023 in Review

All Season Financial Advisors sold out of American Express (AXP) in Q2 2023, closing a stake of 2,654 shares — an estimated $438K sold.

All Season Financial Advisors first reported a position in AXP in Q2 2021 and held it in 7 quarters. The position peaked at $618K in Q3 2021. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

  • All Season Financial Advisors reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
  • All Season Financial Advisors sold 2,654 American Express shares in Q2 2023, an estimated $438K.
  • All Season Financial Advisors first reported a position in American Express in Q2 2021 and held it in 7 quarters.
  • All Season Financial Advisors's American Express position peaked at $618K in Q3 2021.
  • 2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on All Season Financial Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.