America First Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-120
| Closed | -$16K | – | 94 |
|
|
2022
Q3 | $16K | Hold |
120
| – | – | 0.01% | 62 |
|
|
2022
Q2 | $17K | Hold |
120
| – | – | 0.01% | 58 |
|
|
2022
Q1 | $22K | Hold |
120
| – | – | 0.01% | 60 |
|
|
2021
Q4 | $20K | Hold |
120
| – | – | 0.01% | 62 |
|
|
2021
Q3 | $20K | Hold |
120
| – | – | 0.01% | 63 |
|
|
2021
Q2 | $20K | Hold |
120
| – | – | 0.01% | 66 |
|
|
2021
Q1 | $17K | Hold |
120
| – | – | 0.01% | 69 |
|
|
2020
Q4 | $15K | Hold |
120
| – | – | ﹤0.01% | 67 |
|
|
2020
Q3 | $12K | Hold |
120
| – | – | ﹤0.01% | 70 |
|
|
2020
Q2 | $11K | Hold |
120
| – | – | ﹤0.01% | 76 |
|
|
2020
Q1 | $10K | Hold |
120
| – | – | ﹤0.01% | 74 |
|
|
2019
Q4 | $15K | Hold |
120
| – | – | ﹤0.01% | 73 |
|
|
2019
Q3 | $14K | Hold |
120
| – | – | ﹤0.01% | 75 |
|
|
2019
Q2 | $15K | Hold |
120
| – | – | ﹤0.01% | 73 |
|
|
2019
Q1 | $13K | Hold |
120
| – | – | ﹤0.01% | 77 |
|
|
2018
Q4 | $11K | Hold |
120
| – | – | ﹤0.01% | 77 |
|
|
2018
Q3 | $13K | Hold |
120
| – | – | ﹤0.01% | 81 |
|
|
2018
Q2 | $12K | Hold |
120
| – | – | ﹤0.01% | 81 |
|
|
2018
Q1 | $11K | Hold |
120
| – | – | ﹤0.01% | 80 |
|
|
2017
Q4 | $12K | Hold |
120
| – | – | ﹤0.01% | 86 |
|
|
2017
Q3 | $11K | Hold |
120
| – | – | ﹤0.01% | 78 |
|
|
2017
Q2 | $10K | Hold |
120
| – | – | ﹤0.01% | 82 |
|
|
2017
Q1 | $9K | Hold |
120
| – | – | ﹤0.01% | 123 |
|
|
2016
Q4 | $9K | Hold |
120
| – | – | ﹤0.01% | 81 |
|
|
2016
Q3 | $8K | Hold |
120
| – | – | ﹤0.01% | 89 |
|
|
2016
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 87 |
|
|
2016
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 109 |
|
|
2015
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 91 |
|
|
2015
Q3 | $9K | Hold |
120
| – | – | ﹤0.01% | 93 |
|
|
2015
Q2 | $9K | Hold |
120
| – | – | ﹤0.01% | 89 |
|
|
2015
Q1 | $9K | Hold |
120
| – | – | ﹤0.01% | 102 |
|
|
2014
Q4 | $11K | Hold |
120
| – | – | ﹤0.01% | 110 |
|
|
2014
Q3 | $11K | Hold |
120
| – | – | ﹤0.01% | 130 |
|
|
2014
Q2 | $11K | Hold |
120
| – | – | ﹤0.01% | 121 |
|
|
2014
Q1 | $11K | Sell |
120
-300
| -71% | -$26.8K | 0.01% | 123 |
|
|
2013
Q4 | $38K | Hold |
420
| – | – | 0.02% | 92 |
|
|
2013
Q3 | $32K | Hold |
420
| – | – | 0.02% | 95 |
|
|
2013
Q2 | $31K | Buy |
+420
| New | +$29.9K | 0.02% | 93 |
|
Other funds holding AXP
America First Investment Advisors's AXP Position: Q4 2022 in Review
America First Investment Advisors sold out of American Express (AXP) in Q4 2022, closing a stake of 120 shares — an estimated $16K sold.
America First Investment Advisors first reported a position in AXP in Q2 2013 and held it in 38 quarters. The position peaked at $38K in Q4 2013. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.
- America First Investment Advisors reported no remaining American Express position as of Q4 2022 after selling out during the quarter.
- America First Investment Advisors sold 120 American Express shares in Q4 2022, an estimated $16K.
- America First Investment Advisors first reported a position in American Express in Q2 2013 and held it in 38 quarters.
- America First Investment Advisors's American Express position peaked at $38K in Q4 2013.
- 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.
Based on America First Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.