Cassady Schiller Wealth Management’s American Express AXP Stock Holding History

Cassady Schiller 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
2024 Q4	$595K	Buy	2,005 +29	+1%	+$8.33K	0.22%	62
2024 Q3	$536K	Hold	1,976	–	–	0.2%	67
2024 Q2	$458K	Hold	1,976	–	–	0.19%	69
2024 Q1	$450K	Buy	1,976 +1,525	+338%	+$316K	0.2%	71
2023 Q4	$84.5K	Hold	451	–	–	0.04%	162
2023 Q3	$67.3K	Hold	451	–	–	0.04%	172
2023 Q2	$78.6K	Hold	451	–	–	0.04%	159
2023 Q1	$74.4K	Hold	451	–	–	0.04%	166
2022 Q4	$66.6K	Buy	+451	New	+$66.8K	0.04%	172
2022 Q1	–	Sell	-462	Closed	-$76K	–	152
2021 Q4	$76K	Buy	+462	New	+$78.8K	0.05%	162

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cassady Schiller Wealth Management's AXP Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its American Express (AXP) stake by 1.5% in Q4 2024, buying an estimated $8.33K and bringing the position to 2,005 shares worth $595K. The position accounts for 0.22% of the portfolio, ranked #62.

Cassady Schiller Wealth Management first reported a position in AXP in Q4 2021 and has held it in 10 quarters since. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

Cassady Schiller Wealth Management held 2,005 shares of American Express worth $595K as of Q4 2024.
Cassady Schiller Wealth Management bought 29 American Express shares in Q4 2024, an estimated $8.33K.
American Express made up 0.22% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #62 holding.
Cassady Schiller Wealth Management first reported a position in American Express in Q4 2021 and has held it in 10 quarters since.
2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.