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C.M. Bidwell & Associates’s American Express AXP Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-480
Closed -$71.6K – 500
2023
Q3 		$71.6K Sell
480
-1,322
-73% -$216K 0.05% 263
2023
Q2 		$314K Sell
1,802
-1
-0.1% -$161 0.23% 77
2023
Q1 		$297K Buy
1,803
+1,323
+276% +$219K 0.23% 74
2022
Q4 		$70.9K Hold
480
– – 0.06% 259
2022
Q3 		$65K Buy
+480
New +$72.7K 0.05% 262
2021
Q4 		– Sell
-869
Closed -$146K – 552
2021
Q3 		$146K Buy
869
+19
+2% +$3.18K 0.1% 202
2021
Q2 		$140K Buy
+850
New +$133K 0.09% 208
2016
Q3 		– Sell
-275
Closed -$17K – 257
2016
Q2 		$17K Buy
+275
New +$17.4K ﹤0.01% 219
2014
Q4 		– Sell
-46,170
Closed -$4.04M – 212
2014
Q3 		$4.04M Sell
46,170
-33,955
-42% -$3.06M 0.95% 46
2014
Q2 		$7.6M Buy
+80,125
New +$7.22M 1.73% 9
2014
Q1 		– Sell
-34,235
Closed -$3.11M – 220
2013
Q4 		$3.11M Sell
34,235
-14,335
-30% -$1.18M 0.77% 68
2013
Q3 		$3.67M Buy
48,570
+47,480
+4,356% +$3.57M 1.01% 35
2013
Q2 		$81.5K Buy
+1,090
New +$77.5K 0.02% 201

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

C.M. Bidwell & Associates's AXP Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of American Express (AXP) in Q4 2023, closing a stake of 480 shares — an estimated $71.6K sold.

C.M. Bidwell & Associates first reported a position in AXP in Q2 2013 and held it in 13 quarters. The position peaked at $7.6M in Q2 2014. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • C.M. Bidwell & Associates reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 480 American Express shares in Q4 2023, an estimated $71.6K.
  • C.M. Bidwell & Associates first reported a position in American Express in Q2 2013 and held it in 13 quarters.
  • C.M. Bidwell & Associates's American Express position peaked at $7.6M in Q2 2014.
  • 2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.