Authentikos Wealth Advisory’s American Express AXP Stock Holding History

Authentikos Wealth Advisory’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
2025 Q1	–	Sell	-3,000	Closed	-$890K	–	63
2024 Q4	$890K	Buy	+3,000	New	+$862K	0.88%	30
2024 Q3	–	Sell	-3,000	Closed	-$695K	–	153
2024 Q2	$695K	Hold	3,000	–	–	0.67%	26
2024 Q1	$683K	Hold	3,000	–	–	0.69%	34
2023 Q4	$562K	Hold	3,000	–	–	0.6%	37
2023 Q3	$448K	Sell	3,000 -22	-0.7%	-$3.6K	0.43%	44
2023 Q2	$526K	Sell	3,022 -27	-0.9%	-$4.36K	0.5%	39
2023 Q1	$450K	Buy	+3,049	New	+$506K	0.46%	41

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Authentikos Wealth Advisory's AXP Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of American Express (AXP) in Q1 2025, closing a stake of 3,000 shares — an estimated $890K sold.

Authentikos Wealth Advisory first reported a position in AXP in Q1 2023 and held it in 7 quarters. The position peaked at $890K in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Authentikos Wealth Advisory reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 3,000 American Express shares in Q1 2025, an estimated $890K.
Authentikos Wealth Advisory first reported a position in American Express in Q1 2023 and held it in 7 quarters.
Authentikos Wealth Advisory's American Express position peaked at $890K in Q4 2024.
2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.