Briggs Advisory Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Briggs Advisory Group's AXP Position: Q3 2023 in Review
Briggs Advisory Group reduced its American Express (AXP) stake by 6.5% in Q3 2023, selling an estimated $186K and leaving 16,295 shares worth $2.43M. The position accounts for 1.39% of the portfolio, ranked #15.
Briggs Advisory Group first reported a position in AXP in Q4 2022 and has held it in 4 quarters since. The position peaked at $3.04M in Q2 2023. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.
- Briggs Advisory Group held 16,295 shares of American Express worth $2.43M as of Q3 2023.
- Briggs Advisory Group sold 1,135 American Express shares in Q3 2023, an estimated $186K.
- American Express made up 1.39% of Briggs Advisory Group's portfolio in Q3 2023, its #15 holding.
- Briggs Advisory Group first reported a position in American Express in Q4 2022 and has held it in 4 quarters since.
- Briggs Advisory Group's American Express position peaked at $3.04M in Q2 2023.
- 1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.
Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.