Burt Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $837K | Hold |
2,521
| – | – | 0.21% | 49 |
|
|
2025
Q2 | $804K | Hold |
2,521
| – | – | 0.18% | 51 |
|
|
2025
Q1 | $678K | Hold |
2,521
| – | – | 0.17% | 51 |
|
|
2024
Q4 | $748K | Buy |
2,521
+6
| +0.2% | +$1.72K | 0.19% | 50 |
|
|
2024
Q3 | $682K | Hold |
2,515
| – | – | 0.17% | 51 |
|
|
2024
Q2 | $582K | Hold |
2,515
| – | – | 0.15% | 54 |
|
|
2024
Q1 | $573K | Hold |
2,515
| – | – | 0.15% | 59 |
|
|
2023
Q4 | $471K | Hold |
2,515
| – | – | 0.13% | 59 |
|
|
2023
Q3 | $375K | Hold |
2,515
| – | – | 0.12% | 64 |
|
|
2023
Q2 | $438K | Sell |
2,515
-35
| -1% | -$5.65K | 0.13% | 60 |
|
|
2023
Q1 | $421K | Buy |
2,550
+675
| +36% | +$112K | 0.13% | 63 |
|
|
2022
Q4 | $277K | Buy |
+1,875
| New | +$278K | 0.09% | 84 |
|
|
2022
Q2 | – | Sell |
-1,197
| Closed | -$224K | – | 92 |
|
|
2022
Q1 | $224K | Buy |
+1,197
| New | +$216K | 0.07% | 94 |
|
|
2021
Q4 | – | Sell |
-1,197
| Closed | -$201K | – | 97 |
|
|
2021
Q3 | $201K | Buy |
+1,197
| New | +$200K | 0.06% | 95 |
|
|
2021
Q1 | – | Sell |
-1,197
| Closed | -$145K | – | 113 |
|
|
2020
Q4 | $145K | Hold |
1,197
| – | – | 0.05% | 103 |
|
|
2020
Q3 | $120K | Sell |
1,197
-757
| -39% | -$74.5K | 0.04% | 112 |
|
|
2020
Q2 | $186K | Hold |
1,954
| – | – | 0.08% | 79 |
|
|
2020
Q1 | $167K | Sell |
1,954
-140
| -7% | -$16.3K | 0.08% | 84 |
|
|
2019
Q4 | $261K | Hold |
2,094
| – | – | 0.1% | 68 |
|
|
2019
Q3 | $248K | Sell |
2,094
-93
| -4% | -$11.4K | 0.1% | 70 |
|
|
2019
Q2 | $270K | Sell |
2,187
-952
| -30% | -$112K | 0.12% | 64 |
|
|
2019
Q1 | $343K | Buy |
3,139
+38
| +1% | +$3.99K | 0.15% | 52 |
|
|
2018
Q4 | $296K | Hold |
3,101
| – | – | 0.14% | 63 |
|
|
2018
Q3 | $330K | Sell |
3,101
-290
| -9% | -$30.2K | 0.15% | 54 |
|
|
2018
Q2 | $332K | Hold |
3,391
| – | – | 0.16% | 54 |
|
|
2018
Q1 | $316K | Sell |
3,391
-84
| -2% | -$8.14K | 0.16% | 54 |
|
|
2017
Q4 | $345K | Buy |
3,475
+1,139
| +49% | +$108K | 0.21% | 50 |
|
|
2017
Q3 | $211K | Hold |
2,336
| – | – | 0.14% | 65 |
|
|
2017
Q2 | $196K | Hold |
2,336
| – | – | 0.14% | 65 |
|
|
2017
Q1 | $185K | Hold |
2,336
| – | – | 0.13% | 67 |
|
|
2016
Q4 | $173K | Hold |
2,336
| – | – | 0.15% | 75 |
|
|
2016
Q3 | $149K | Sell |
2,336
-373
| -14% | -$24K | 0.16% | 77 |
|
|
2016
Q2 | $164K | Sell |
2,709
-134
| -5% | -$8.49K | 0.18% | 67 |
|
|
2016
Q1 | $175K | Buy |
2,843
+9
| +0.3% | +$524 | 0.16% | 68 |
|
|
2015
Q4 | $197K | Hold |
2,834
| – | – | 0.16% | 64 |
|
|
2015
Q3 | $210K | Buy |
2,834
+125
| +5% | +$9.62K | 0.26% | 50 |
|
|
2015
Q2 | $211K | Hold |
2,709
| – | – | 0.23% | 59 |
|
|
2015
Q1 | $212K | Hold |
2,709
| – | – | 0.22% | 52 |
|
|
2014
Q4 | $252K | Buy |
+2,709
| New | +$243K | 0.27% | 47 |
|
Other funds holding AXP
Burt Wealth Advisors's AXP Position: Q3 2025 in Review
Burt Wealth Advisors held its American Express (AXP) position steady in Q3 2025 at 2,521 shares worth $837K. The position accounts for 0.21% of the portfolio, ranked #49.
Burt Wealth Advisors first reported a position in AXP in Q4 2014 and has held it in 39 quarters since. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.
- Burt Wealth Advisors held 2,521 shares of American Express worth $837K as of Q3 2025.
- Burt Wealth Advisors left its American Express share count unchanged in Q3 2025.
- American Express made up 0.21% of Burt Wealth Advisors's portfolio in Q3 2025, its #49 holding.
- Burt Wealth Advisors first reported a position in American Express in Q4 2014 and has held it in 39 quarters since.
- 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.