Cowen Prime 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $34.8K | Hold |
200
| – | – | 0.01% | 145 |
|
|
2023
Q1 | $32K | Hold |
200
| – | – | 0.01% | 146 |
|
|
2022
Q4 | $30K | Hold |
200
| – | – | 0.01% | 145 |
|
|
2022
Q3 | $27K | Hold |
200
| – | – | 0.02% | 130 |
|
|
2022
Q2 | $28K | Hold |
200
| – | – | 0.02% | 132 |
|
|
2022
Q1 | $37K | Hold |
200
| – | – | 0.02% | 129 |
|
|
2021
Q4 | $33K | Hold |
200
| – | – | 0.01% | 132 |
|
|
2021
Q3 | $34K | Hold |
200
| – | – | 0.01% | 127 |
|
|
2021
Q2 | $33K | Hold |
200
| – | – | 0.01% | 125 |
|
|
2021
Q1 | $28K | Hold |
200
| – | – | 0.01% | 130 |
|
|
2020
Q4 | $24K | Hold |
200
| – | – | 0.01% | 133 |
|
|
2020
Q3 | $20K | Hold |
200
| – | – | 0.01% | 137 |
|
|
2020
Q2 | $28K | Sell |
200
-200
| -50% | -$18.4K | 0.02% | 132 |
|
|
2020
Q1 | $34K | Buy |
+400
| New | +$46.5K | 0.02% | 124 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$38K | – | 178 |
|
|
2018
Q4 | $38K | Hold |
400
| – | – | 0.02% | 128 |
|
|
2018
Q3 | $43K | Hold |
400
| – | – | 0.02% | 149 |
|
|
2018
Q2 | $39K | Hold |
400
| – | – | 0.02% | 154 |
|
|
2018
Q1 | $37K | Hold |
400
| – | – | 0.02% | 146 |
|
|
2017
Q4 | $40K | Hold |
400
| – | – | 0.02% | 146 |
|
|
2017
Q3 | $36K | Hold |
400
| – | – | 0.02% | 142 |
|
|
2017
Q2 | $34K | Hold |
400
| – | – | 0.02% | 147 |
|
|
2017
Q1 | $32K | Buy |
400
+200
| +100% | +$15.6K | 0.02% | 148 |
|
|
2016
Q4 | $15K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2016
Q3 | $13K | Hold |
200
| – | – | 0.01% | 202 |
|
|
2016
Q2 | $12K | Hold |
200
| – | – | 0.01% | 187 |
|
|
2016
Q1 | $12K | Sell |
200
-30
| -13% | -$1.75K | 0.01% | 187 |
|
|
2015
Q4 | $16K | Hold |
230
| – | – | 0.01% | 178 |
|
|
2015
Q3 | $17K | Hold |
230
| – | – | 0.01% | 187 |
|
|
2015
Q2 | $18K | Hold |
230
| – | – | 0.01% | 189 |
|
|
2015
Q1 | $18K | Hold |
230
| – | – | 0.01% | 228 |
|
|
2014
Q4 | $21K | Hold |
230
| – | – | 0.01% | 232 |
|
|
2014
Q3 | $20K | Buy |
+230
| New | +$20.7K | 0.01% | 225 |
|
|
2014
Q2 | – | Sell |
-230
| Closed | -$21K | – | 267 |
|
|
2014
Q1 | $21K | Hold |
230
| – | – | 0.01% | 204 |
|
|
2013
Q4 | $21K | Hold |
230
| – | – | 0.01% | 199 |
|
|
2013
Q3 | $17K | Hold |
230
| – | – | 0.01% | 213 |
|
|
2013
Q2 | $17K | Buy |
+230
| New | +$16.4K | 0.01% | 216 |
|
Other funds holding AXP
Cowen Prime Advisors's AXP Position: Q2 2023 in Review
Cowen Prime Advisors held its American Express (AXP) position steady in Q2 2023 at 200 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #145.
Cowen Prime Advisors first reported a position in AXP in Q2 2013 and has held it in 36 quarters since. The position peaked at $43K in Q3 2018. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.
- Cowen Prime Advisors held 200 shares of American Express worth $34.8K as of Q2 2023.
- Cowen Prime Advisors left its American Express share count unchanged in Q2 2023.
- American Express made up 0.01% of Cowen Prime Advisors's portfolio in Q2 2023, its #145 holding.
- Cowen Prime Advisors first reported a position in American Express in Q2 2013 and has held it in 36 quarters since.
- Cowen Prime Advisors's American Express position peaked at $43K in Q3 2018.
- 2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.
Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.