C2C Wealth Management’s American Express AXP Stock Holding History

C2C Wealth Management’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	-13,674	Closed	-$2.04M	–	112
2023 Q3	$2.04M	Hold	13,674	–	–	0.29%	38
2023 Q2	$2.41M	Sell	13,674 -85	-0.6%	-$13.7K	0.32%	32
2023 Q1	$2.19M	Buy	13,759 +5,814	+73%	+$964K	0.35%	33
2022 Q4	$1.18M	Sell	7,945 -78	-1%	-$11.6K	0.2%	53
2022 Q3	$1.17M	Sell	8,023 -60	-0.7%	-$9.08K	0.23%	54
2022 Q2	$1.2M	Sell	8,083 -32	-0.4%	-$5.29K	0.22%	53
2022 Q1	$1.53M	Sell	8,115 -55	-0.7%	-$9.93K	0.26%	49
2021 Q4	$1.34M	Buy	+8,170	New	+$1.39M	0.19%	65

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

C2C Wealth Management's AXP Position: Q4 2023 in Review

C2C Wealth Management sold out of American Express (AXP) in Q4 2023, closing a stake of 13,674 shares — an estimated $2.04M sold.

C2C Wealth Management first reported a position in AXP in Q4 2021 and held it in 8 quarters. The position peaked at $2.41M in Q2 2023. 2,186 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

C2C Wealth Management reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 13,674 American Express shares in Q4 2023, an estimated $2.04M.
C2C Wealth Management first reported a position in American Express in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's American Express position peaked at $2.41M in Q2 2023.
2,186 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.