BDO Wealth Advisors’s American Express AXP Stock Holding History

BDO Wealth Advisors’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 Q2	$853K	Buy	4,898 +2,993	+157%	+$483K	0.1%	143
2023 Q1	$314K	Sell	1,905 -124	-6%	-$20.6K	0.04%	205
2022 Q4	$300K	Sell	2,029 -58	-3%	-$8.59K	0.04%	222
2022 Q3	$282K	Buy	2,087 +162	+8%	+$24.5K	0.04%	216
2022 Q2	$267K	Sell	1,925 -47	-2%	-$7.76K	0.03%	222
2022 Q1	$369K	Sell	1,972 -300	-13%	-$54.2K	0.04%	206
2021 Q4	$372K	Buy	2,272 +278	+14%	+$47.4K	0.04%	212
2021 Q3	$334K	Hold	1,994	–	–	0.04%	221
2021 Q2	$329K	Hold	1,994	–	–	0.04%	232
2021 Q1	$282K	Buy	1,994 +1,588	+391%	+$210K	0.03%	241
2020 Q4	$49K	Sell	406 -1,959	-83%	-$217K	0.01%	359
2020 Q3	$237K	Sell	2,365 -559	-19%	-$55K	0.04%	201
2020 Q2	$278K	Sell	2,924 -210	-7%	-$19.3K	0.05%	183
2020 Q1	$268K	Buy	3,134 +2,784	+795%	+$324K	0.05%	176
2019 Q4	$44K	Hold	350	–	–	0.01%	312
2019 Q3	$41K	Hold	350	–	–	0.01%	335
2019 Q2	$43K	Hold	350	–	–	0.01%	321
2019 Q1	$38K	Buy	350 +1	+0.3%	+$105	0.01%	311
2018 Q4	$33K	Hold	349	–	–	0.01%	293
2018 Q3	$37K	Hold	349	–	–	0.01%	320
2018 Q2	$34K	Buy	349 +137	+65%	+$13.5K	0.01%	331
2018 Q1	$20K	Buy	212 +37	+21%	+$3.58K	0.01%	325
2017 Q4	$17K	Sell	175 -350	-67%	-$33.3K	0.01%	288
2017 Q3	$47K	Buy	525 +313	+148%	+$26.9K	0.02%	204
2017 Q2	$18K	Buy	+212	New	+$16.8K	0.01%	313

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

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

BDO Wealth Advisors's AXP Position: Q2 2023 in Review

BDO Wealth Advisors increased its American Express (AXP) stake by 157% in Q2 2023, buying an estimated $483K and bringing the position to 4,898 shares worth $853K. The position accounts for 0.1% of the portfolio, ranked #143.

BDO Wealth Advisors first reported a position in AXP in Q2 2017 and has held it in 25 quarters since. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

BDO Wealth Advisors held 4,898 shares of American Express worth $853K as of Q2 2023.
BDO Wealth Advisors bought 2,993 American Express shares in Q2 2023, an estimated $483K.
American Express made up 0.1% of BDO Wealth Advisors's portfolio in Q2 2023, its #143 holding.
BDO Wealth Advisors first reported a position in American Express in Q2 2017 and has held it in 25 quarters since.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.