AllSquare Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $74.4K | Hold |
224
| – | – | 0.04% | 193 |
|
|
2025
Q2 | $71.5K | Hold |
224
| – | – | 0.04% | 188 |
|
|
2025
Q1 | $60.3K | Sell |
224
-20
| -8% | -$5.91K | 0.04% | 194 |
|
|
2024
Q4 | $72.4K | Hold |
244
| – | – | 0.04% | 178 |
|
|
2024
Q3 | $66.2K | Sell |
244
-27
| -10% | -$6.72K | 0.04% | 185 |
|
|
2024
Q2 | $62.8K | Hold |
271
| – | – | 0.04% | 186 |
|
|
2024
Q1 | $61.7K | Sell |
271
-25
| -8% | -$5.18K | 0.04% | 195 |
|
|
2023
Q4 | $55.5K | Hold |
296
| – | – | 0.03% | 200 |
|
|
2023
Q3 | $44.2K | Sell |
296
-3
| -1% | -$491 | 0.03% | 210 |
|
|
2023
Q2 | $47.2K | Hold |
299
| – | – | 0.03% | 213 |
|
|
2023
Q1 | $49.3K | Hold |
299
| – | – | 0.03% | 209 |
|
|
2022
Q4 | $44.2K | Hold |
299
| – | – | 0.03% | 212 |
|
|
2022
Q3 | $40K | Hold |
299
| – | – | 0.03% | 210 |
|
|
2022
Q2 | $41K | Hold |
299
| – | – | 0.03% | 221 |
|
|
2022
Q1 | $56K | Buy |
299
+131
| +78% | +$23.7K | 0.03% | 213 |
|
|
2021
Q4 | $27K | Sell |
168
-30
| -15% | -$5.12K | 0.02% | 292 |
|
|
2021
Q3 | $33K | Hold |
198
| – | – | 0.02% | 263 |
|
|
2021
Q2 | $33K | Hold |
198
| – | – | 0.02% | 277 |
|
|
2021
Q1 | $28K | Buy |
198
+14
| +8% | +$1.85K | 0.02% | 282 |
|
|
2020
Q4 | $22K | Sell |
184
-139
| -43% | -$15.4K | 0.01% | 271 |
|
|
2020
Q3 | $32K | Hold |
323
| – | – | 0.02% | 237 |
|
|
2020
Q2 | $31K | Hold |
323
| – | – | 0.02% | 226 |
|
|
2020
Q1 | $28K | Hold |
323
| – | – | 0.02% | 210 |
|
|
2019
Q4 | $40K | Sell |
323
-87
| -21% | -$10.4K | 0.03% | 203 |
|
|
2019
Q3 | $48K | Hold |
410
| – | – | 0.04% | 191 |
|
|
2019
Q2 | $51K | Hold |
410
| – | – | 0.04% | 185 |
|
|
2019
Q1 | $45K | Hold |
410
| – | – | 0.03% | 199 |
|
|
2018
Q4 | $39K | Buy |
410
+111
| +37% | +$11.6K | 0.03% | 193 |
|
|
2018
Q3 | $32K | Hold |
299
| – | – | 0.02% | 214 |
|
|
2018
Q2 | $29K | Buy |
+299
| New | +$29.4K | 0.02% | 236 |
|
|
2017
Q1 | – | Sell |
-98
| Closed | -$7K | – | 369 |
|
|
2016
Q4 | $7K | Sell |
98
-113
| -54% | -$7.82K | 0.01% | 247 |
|
|
2016
Q3 | $14K | Hold |
211
| – | – | 0.01% | 200 |
|
|
2016
Q2 | $13K | Sell |
211
-273
| -56% | -$17.3K | 0.01% | 194 |
|
|
2016
Q1 | $30K | Buy |
484
+29
| +6% | +$1.69K | 0.03% | 145 |
|
|
2015
Q4 | $32K | Sell |
455
-3
| -0.7% | -$218 | 0.03% | 140 |
|
|
2015
Q3 | $34K | Sell |
458
-108
| -19% | -$8.31K | 0.03% | 133 |
|
|
2015
Q2 | $44K | Hold |
566
| – | – | 0.04% | 126 |
|
|
2015
Q1 | $44K | Buy |
566
+109
| +24% | +$9.06K | 0.04% | 132 |
|
|
2014
Q4 | $43K | Buy |
+457
| New | +$41K | 0.04% | 130 |
|
Other funds holding AXP
AllSquare Wealth Management's AXP Position: Q3 2025 in Review
AllSquare Wealth Management held its American Express (AXP) position steady in Q3 2025 at 224 shares worth $74.4K. The position accounts for 0.04% of the portfolio, ranked #193.
AllSquare Wealth Management first reported a position in AXP in Q4 2014 and has held it in 39 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.
- AllSquare Wealth Management held 224 shares of American Express worth $74.4K as of Q3 2025.
- AllSquare Wealth Management left its American Express share count unchanged in Q3 2025.
- American Express made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #193 holding.
- AllSquare Wealth Management first reported a position in American Express in Q4 2014 and has held it in 39 quarters since.
- 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.