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CIC Wealth’s American Express AXP Stock Holding History

CIC Wealth’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
Q3 		$372K Hold
1,372
– – 0.1% 117
2024
Q2 		$318K Sell
1,372
-146
-10% -$33.8K 0.09% 120
2024
Q1 		$346K Buy
1,518
+47
+3% +$9.75K 0.1% 116
2023
Q4 		$276K Buy
1,471
+50
+4% +$8.05K 0.09% 127
2023
Q3 		$212K Sell
1,421
-45
-3% -$7.36K 0.08% 142
2023
Q2 		$255K Hold
1,466
– – 0.09% 130
2023
Q1 		$242K Sell
1,466
-46
-3% -$7.63K 0.09% 138
2022
Q4 		$223K Buy
+1,512
New +$224K 0.09% 144

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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return