FirstPurpose Wealth’s American Express AXP Stock Holding History

FirstPurpose Wealth’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	$654K	Sell	3,007 -103	-3%	-$21.4K	0.24%	75
2023 Q4	$583K	Buy	3,110 +61	+2%	+$9.82K	0.22%	75
2023 Q3	$455K	Buy	3,049 +30	+1%	+$4.91K	0.2%	88
2023 Q2	$526K	Sell	3,019 -110	-4%	-$17.7K	0.23%	75
2023 Q1	$516K	Buy	3,129 +81	+3%	+$13.4K	0.25%	77
2022 Q4	$450K	Buy	3,048 +79	+3%	+$11.7K	0.25%	79
2022 Q3	$401K	Sell	2,969 -238	-7%	-$36K	0.26%	70
2022 Q2	$445K	Buy	3,207 +207	+7%	+$34.2K	0.3%	59
2022 Q1	$561K	Sell	3,000 -360	-11%	-$65K	0.44%	49
2021 Q4	$550K	Buy	+3,360	New	+$573K	0.35%	54

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

FirstPurpose Wealth's AXP Position: Q1 2024 in Review

FirstPurpose Wealth reduced its American Express (AXP) stake by 3.3% in Q1 2024, selling an estimated $21.4K and leaving 3,007 shares worth $654K. The position accounts for 0.24% of the portfolio, ranked #75.

FirstPurpose Wealth first reported a position in AXP in Q4 2021 and has held it in 10 quarters since. 2,308 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

FirstPurpose Wealth held 3,007 shares of American Express worth $654K as of Q1 2024.
FirstPurpose Wealth sold 103 American Express shares in Q1 2024, an estimated $21.4K.
American Express made up 0.24% of FirstPurpose Wealth's portfolio in Q1 2024, its #75 holding.
FirstPurpose Wealth first reported a position in American Express in Q4 2021 and has held it in 10 quarters since.
2,308 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.