Evelyn V. Moreno’s American Express AXP Stock Holding History

Evelyn V. Moreno’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 Q2	–	Sell	-2,500	Closed	-$354K	–	57
2021 Q1	$354K	Hold	2,500	–	–	0.08%	58
2020 Q4	$302K	Hold	2,500	–	–	0.08%	58
2020 Q3	$251K	Hold	2,500	–	–	0.07%	66
2020 Q2	$238K	Hold	2,500	–	–	0.07%	63
2020 Q1	$214K	Hold	2,500	–	–	0.07%	64
2019 Q4	$311K	Hold	2,500	–	–	0.08%	59
2019 Q3	$296K	Buy	+2,500	New	+$307K	0.08%	60
2019 Q2	–	Sell	-2,500	Closed	-$273K	–	59
2019 Q1	$273K	Sell	2,500 -1,000	-29%	-$105K	0.08%	63
2018 Q4	$334K	Hold	3,500	–	–	0.11%	59
2018 Q3	$373K	Hold	3,500	–	–	0.1%	60
2018 Q2	$343K	Hold	3,500	–	–	0.1%	61
2018 Q1	$326K	Hold	3,500	–	–	0.1%	60
2017 Q4	$348K	Hold	3,500	–	–	0.11%	59
2017 Q3	$317K	Hold	3,500	–	–	0.09%	64
2017 Q2	$295K	Hold	3,500	–	–	0.09%	65
2017 Q1	$277K	Hold	3,500	–	–	0.08%	66
2016 Q4	$259K	Hold	3,500	–	–	0.09%	65
2016 Q3	$224K	Sell	3,500 -460	-12%	-$29.6K	0.08%	67
2016 Q2	$241K	Hold	3,960	–	–	0.09%	66
2016 Q1	$243K	Hold	3,960	–	–	0.09%	67
2015 Q4	$275K	Hold	3,960	–	–	0.11%	65
2015 Q3	$294K	Hold	3,960	–	–	0.13%	66
2015 Q2	$308K	Buy	3,960 +460	+13%	+$36.5K	0.12%	66
2015 Q1	$273K	Hold	3,500	–	–	0.1%	70
2014 Q4	$326K	Hold	3,500	–	–	0.12%	65
2014 Q3	$306K	Sell	3,500 -500	-13%	-$45K	0.12%	65
2014 Q2	$379K	Hold	4,000	–	–	0.14%	64
2014 Q1	$360K	Sell	4,000 -1,000	-20%	-$89.3K	0.14%	65
2013 Q4	$454K	Buy	+5,000	New	+$411K	0.19%	62

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Evelyn V. Moreno's AXP Position: Q2 2021 in Review

Evelyn V. Moreno sold out of American Express (AXP) in Q2 2021, closing a stake of 2,500 shares — an estimated $354K sold.

Evelyn V. Moreno first reported a position in AXP in Q4 2013 and held it in 29 quarters. The position peaked at $454K in Q4 2013. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

Evelyn V. Moreno reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
Evelyn V. Moreno sold 2,500 American Express shares in Q2 2021, an estimated $354K.
Evelyn V. Moreno first reported a position in American Express in Q4 2013 and held it in 29 quarters.
Evelyn V. Moreno's American Express position peaked at $454K in Q4 2013.
1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Evelyn V. Moreno's 13F filing for Q2 2021, filed 14 Jul 2021.