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Burleson & Co’s American Express AXP Stock Holding History

Burleson & Co’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
2022
Q4 		– Sell
-8
Closed -$1K – 429
2022
Q3 		$1K Hold
8
– – ﹤0.01% 360
2022
Q2 		$1K Hold
8
– – ﹤0.01% 356
2022
Q1 		$1K Buy
+8
New +$1.45K ﹤0.01% 346
2021
Q2 		– Sell
-265
Closed -$37K – 360
2021
Q1 		$37K Buy
+265
New +$35K 0.01% 195

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Burleson & Co's AXP Position: Q4 2022 in Review

Burleson & Co sold out of American Express (AXP) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

Burleson & Co first reported a position in AXP in Q1 2021 and held it in 4 quarters. The position peaked at $37K in Q1 2021. 2,007 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Burleson & Co reported no remaining American Express position as of Q4 2022 after selling out during the quarter.
  • Burleson & Co sold 8 American Express shares in Q4 2022, an estimated $1K.
  • Burleson & Co first reported a position in American Express in Q1 2021 and held it in 4 quarters.
  • Burleson & Co's American Express position peaked at $37K in Q1 2021.
  • 2,007 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.