Dorchester Wealth Management’s American Express AXP Stock Holding History

Dorchester 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
2021 Q1	–	Sell	-2,038	Closed	-$246K	–	144
2020 Q4	$246K	Sell	2,038 -3,500	-63%	-$388K	0.07%	128
2020 Q3	$555K	Hold	5,538	–	–	0.17%	73
2020 Q2	$527K	Buy	5,538 +3,000	+118%	+$276K	0.17%	80
2020 Q1	$217K	Buy	+2,538	New	+$295K	0.08%	105
2019 Q4	–	Sell	-3,038	Closed	-$359K	–	123
2019 Q3	$359K	Hold	3,038	–	–	0.11%	94
2019 Q2	$375K	Buy	+3,038	New	+$357K	0.11%	91

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Dorchester Wealth Management's AXP Position: Q1 2021 in Review

Dorchester Wealth Management sold out of American Express (AXP) in Q1 2021, closing a stake of 2,038 shares — an estimated $246K sold.

Dorchester Wealth Management first reported a position in AXP in Q2 2019 and held it in 6 quarters. The position peaked at $555K in Q3 2020. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

Dorchester Wealth Management reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
Dorchester Wealth Management sold 2,038 American Express shares in Q1 2021, an estimated $246K.
Dorchester Wealth Management first reported a position in American Express in Q2 2019 and held it in 6 quarters.
Dorchester Wealth Management's American Express position peaked at $555K in Q3 2020.
1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Dorchester Wealth Management's 13F filing for Q1 2021, filed 20 Apr 2021.