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Doyle Wealth Management’s American Express AXP Stock Holding History

Doyle 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
2022
Q3 		$822K Buy
6,096
+11
+0.2% +$1.67K 0.07% 107
2022
Q2 		$844K Buy
6,085
+1
+0% +$165 0.07% 111
2022
Q1 		$1.14M Buy
6,084
+55
+0.9% +$9.93K 0.08% 109
2021
Q4 		$986K Buy
6,029
+4
+0.1% +$682 0.07% 113
2021
Q3 		$1.01M Buy
6,025
+4
+0.1% +$669 0.08% 108
2021
Q2 		$995K Buy
6,021
+257
+4% +$40.3K 0.08% 110
2021
Q1 		$815K Sell
5,764
-46
-0.8% -$6.08K 0.08% 115
2020
Q4 		$703K Buy
5,810
+23
+0.4% +$2.55K 0.07% 114
2020
Q3 		$580K Buy
5,787
+7
+0.1% +$689 0.07% 117
2020
Q2 		$550K Sell
5,780
-705
-11% -$64.9K 0.07% 110
2020
Q1 		$555K Sell
6,485
-153
-2% -$17.8K 0.09% 97
2019
Q4 		$826K Sell
6,638
-74
-1% -$8.84K 0.1% 93
2019
Q3 		$794K Buy
6,712
+105
+2% +$12.9K 0.11% 92
2019
Q2 		$816K Sell
6,607
-19
-0.3% -$2.23K 0.11% 84
2019
Q1 		$785K Buy
6,626
+182
+3% +$19.1K 0.11% 87
2018
Q4 		$614K Sell
6,444
-176
-3% -$18.4K 0.1% 89
2018
Q3 		$705K Buy
6,620
+85
+1% +$8.84K 0.11% 88
2018
Q2 		$640K Sell
6,535
-442
-6% -$43.4K 0.11% 94
2018
Q1 		$651K Buy
6,977
+3,574
+105% +$346K 0.11% 85
2017
Q4 		$338K Buy
3,403
+129
+4% +$12.3K 0.06% 123
2017
Q3 		$296K Buy
+3,274
New +$281K 0.05% 120

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Doyle Wealth Management's AXP Position: Q3 2022 in Review

Doyle Wealth Management increased its American Express (AXP) stake by 0.18% in Q3 2022, buying an estimated $1.67K and bringing the position to 6,096 shares worth $822K. The position accounts for 0.07% of the portfolio, ranked #107.

Doyle Wealth Management first reported a position in AXP in Q3 2017 and has held it in 21 quarters since. The position peaked at $1.14M in Q1 2022. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

  • Doyle Wealth Management held 6,096 shares of American Express worth $822K as of Q3 2022.
  • Doyle Wealth Management bought 11 American Express shares in Q3 2022, an estimated $1.67K.
  • American Express made up 0.07% of Doyle Wealth Management's portfolio in Q3 2022, its #107 holding.
  • Doyle Wealth Management first reported a position in American Express in Q3 2017 and has held it in 21 quarters since.
  • Doyle Wealth Management's American Express position peaked at $1.14M in Q1 2022.
  • 1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.