Braver Wealth Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$463K Buy
6,256
+427
+7% +$29.6K 0.08% 118
2016
Q3
$373K Sell
5,829
-1,207
-17% -$77.5K 0.06% 116
2016
Q2
$428K Sell
7,036
-401
-5% -$25.4K 0.07% 103
2016
Q1
$457K Buy
+7,437
New +$433K 0.08% 109

Other funds holding AXP

Braver Wealth Management's AXP Position: Q4 2016 in Review

Braver Wealth Management increased its American Express (AXP) stake by 7.3% in Q4 2016, buying an estimated $29.6K and bringing the position to 6,256 shares worth $463K. The position accounts for 0.08% of the portfolio, ranked #118.

Braver Wealth Management first reported a position in AXP in Q1 2016 and has held it in 4 quarters since. 1,256 funds tracked by Wall St. Rank hold AXP as of Q4 2016.

  • Braver Wealth Management held 6,256 shares of American Express worth $463K as of Q4 2016.
  • Braver Wealth Management bought 427 American Express shares in Q4 2016, an estimated $29.6K.
  • American Express made up 0.08% of Braver Wealth Management's portfolio in Q4 2016, its #118 holding.
  • Braver Wealth Management first reported a position in American Express in Q1 2016 and has held it in 4 quarters since.
  • 1,256 funds tracked by Wall St. Rank held American Express as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.