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Avitas Wealth Management’s American Express AXP Stock Holding History

Avitas Wealth 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
2024
Q4 		$8.39M Buy
28,283
+207
+0.7% +$59.5K 1.16% 19
2024
Q3 		$7.61M Buy
28,076
+394
+1% +$98.1K 1.07% 22
2024
Q2 		$6.41M Buy
27,682
+95
+0.3% +$22K 0.94% 23
2024
Q1 		$6.28M Buy
27,587
+361
+1% +$74.9K 0.95% 25
2023
Q4 		$5.1M Buy
27,226
+904
+3% +$146K 0.85% 31
2023
Q3 		$3.93M Sell
26,322
-112
-0.4% -$18.3K 0.75% 34
2023
Q2 		$4.6M Buy
26,434
+234
+0.9% +$37.8K 0.83% 32
2023
Q1 		$4.32M Sell
26,200
-163
-0.6% -$27K 0.85% 31
2022
Q4 		$3.9M Sell
26,363
-143
-0.5% -$21.2K 0.82% 37
2022
Q3 		$3.58M Buy
26,506
+278
+1% +$42.1K 0.82% 35
2022
Q2 		$3.64M Buy
26,228
+3,856
+17% +$637K 0.8% 38
2022
Q1 		$4.18M Sell
22,372
-5,928
-21% -$1.07M 0.76% 31
2021
Q4 		$4.63M Buy
28,300
+437
+2% +$74.5K 0.78% 49
2021
Q3 		$4.67M Sell
27,863
-161
-0.6% -$26.9K 0.85% 39
2021
Q2 		$4.63M Buy
28,024
+653
+2% +$102K 0.82% 37
2021
Q1 		$3.87M Buy
27,371
+260
+1% +$34.4K 0.76% 42
2020
Q4 		$3.28M Buy
27,111
+6,222
+30% +$689K 0.66% 47
2020
Q3 		$2.09M Buy
20,889
+4,355
+26% +$428K 0.58% 57
2020
Q2 		$1.57M Buy
+16,534
New +$1.52M 0.52% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Avitas Wealth Management's AXP Position: Q4 2024 in Review

Avitas Wealth Management increased its American Express (AXP) stake by 0.74% in Q4 2024, buying an estimated $59.5K and bringing the position to 28,283 shares worth $8.39M. The position accounts for 1.16% of the portfolio, ranked #19.

Avitas Wealth Management first reported a position in AXP in Q2 2020 and has held it in 19 quarters since. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Avitas Wealth Management held 28,283 shares of American Express worth $8.39M as of Q4 2024.
  • Avitas Wealth Management bought 207 American Express shares in Q4 2024, an estimated $59.5K.
  • American Express made up 1.16% of Avitas Wealth Management's portfolio in Q4 2024, its #19 holding.
  • Avitas Wealth Management first reported a position in American Express in Q2 2020 and has held it in 19 quarters since.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.