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Credential Qtrade Securities’s American Express AXP Stock Holding History

Credential Qtrade Securities’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
Q1 		$32.6K Hold
143
– – ﹤0.01% 274
2023
Q4 		$26.8K Sell
143
-160
-53% -$25.8K ﹤0.01% 262
2023
Q3 		$45.2K Buy
303
+160
+112% +$26.2K ﹤0.01% 244
2023
Q2 		$24.9K Hold
143
– – ﹤0.01% 261
2023
Q1 		$23.6K Hold
143
– – ﹤0.01% 272
2022
Q4 		$21.1K Sell
143
-29
-17% -$4.3K ﹤0.01% 277
2022
Q3 		$23.2K Buy
172
+29
+20% +$4.39K ﹤0.01% 270
2022
Q2 		$19.8K Sell
143
-2,135
-94% -$353K ﹤0.01% 282
2022
Q1 		$426K Buy
2,278
+70
+3% +$12.6K 0.03% 199
2021
Q4 		$361K Sell
2,208
-86
-4% -$14.7K 0.02% 213
2021
Q3 		$384K Buy
2,294
+81
+4% +$13.5K 0.03% 193
2021
Q2 		$366K Sell
2,213
-1,068
-33% -$167K 0.03% 196
2021
Q1 		$464K Buy
3,281
+1,277
+64% +$169K 0.04% 172
2020
Q4 		$242K Buy
2,004
+1,861
+1,301% +$206K 0.03% 183
2020
Q3 		$14.3K Hold
143
– – ﹤0.01% 249
2020
Q2 		$13.6K Hold
143
– – ﹤0.01% 243
2020
Q1 		$12.2K Sell
143
-362
-72% -$42.1K ﹤0.01% 238
2019
Q4 		$62.9K Hold
505
– – 0.01% 218
2019
Q3 		$59.7K Hold
505
– – 0.01% 202
2019
Q2 		$62.3K Hold
505
– – 0.01% 206
2019
Q1 		$55.2K Hold
505
– – 0.01% 212
2018
Q4 		$48.1K Hold
505
– – 0.01% 216
2018
Q3 		$53.8K Buy
+505
New +$52.5K 0.01% 240

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Credential Qtrade Securities's AXP Position: Q1 2024 in Review

Credential Qtrade Securities held its American Express (AXP) position steady in Q1 2024 at 143 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Credential Qtrade Securities first reported a position in AXP in Q3 2018 and has held it in 23 quarters since. The position peaked at $464K in Q1 2021. 2,308 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Credential Qtrade Securities held 143 shares of American Express worth $32.6K as of Q1 2024.
  • Credential Qtrade Securities left its American Express share count unchanged in Q1 2024.
  • American Express made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #274 holding.
  • Credential Qtrade Securities first reported a position in American Express in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's American Express position peaked at $464K in Q1 2021.
  • 2,308 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.