Antonetti Capital Management’s American Express AXP Stock Holding History

Antonetti Capital 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
2023 Q3	$7.46K	Hold	50	–	–	0.01%	223
2023 Q2	$8.71K	Hold	50	–	–	0.01%	229
2023 Q1	$8.25K	Hold	50	–	–	0.01%	232
2022 Q4	$7.39K	Hold	50	–	–	0.01%	238
2022 Q3	$7K	Hold	50	–	–	0.01%	239
2022 Q2	$7K	Hold	50	–	–	0.01%	247
2022 Q1	$9K	Sell	50 -3,250	-98%	-$587K	0.01%	256
2021 Q4	$540K	Hold	3,300	–	–	0.42%	41
2021 Q3	$553K	Buy	+3,300	New	+$552K	0.45%	34
2014 Q3	–	Sell	-300	Closed	-$28K	–	124
2014 Q2	$28K	Hold	300	–	–	0.02%	127
2014 Q1	$27K	Sell	300 -200	-40%	-$17.9K	0.02%	140
2013 Q4	$45K	Sell	500 -300	-38%	-$24.6K	0.04%	125
2013 Q3	$60K	Hold	800	–	–	0.06%	142
2013 Q2	$60K	Buy	+800	New	+$56.9K	0.07%	147

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Antonetti Capital Management's AXP Position: Q3 2023 in Review

Antonetti Capital Management held its American Express (AXP) position steady in Q3 2023 at 50 shares worth $7.46K. The position accounts for 0.01% of the portfolio, ranked #223.

Antonetti Capital Management first reported a position in AXP in Q2 2013 and has held it in 14 quarters since. The position peaked at $553K in Q3 2021. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Antonetti Capital Management held 50 shares of American Express worth $7.46K as of Q3 2023.
Antonetti Capital Management left its American Express share count unchanged in Q3 2023.
American Express made up 0.01% of Antonetti Capital Management's portfolio in Q3 2023, its #223 holding.
Antonetti Capital Management first reported a position in American Express in Q2 2013 and has held it in 14 quarters since.
Antonetti Capital Management's American Express position peaked at $553K in Q3 2021.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.