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Hoey Investments’s American Express AXP Stock Holding History

Hoey Investments’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
Q4 		– Sell
-30
Closed -$6.95K – 374
2024
Q3 		$6.95K Hold
30
– – ﹤0.01% 227
2024
Q2 		$6.95K Hold
30
– – ﹤0.01% 227
2024
Q1 		$6.83K Sell
30
-100
-77% -$20.7K ﹤0.01% 224
2023
Q4 		$24.4K Sell
130
-100
-43% -$16.1K 0.01% 158
2023
Q3 		$34.3K Buy
230
+30
+15% +$4.91K 0.01% 139
2023
Q2 		$34.8K Hold
200
– – 0.01% 141
2023
Q1 		$33K Hold
200
– – 0.01% 149
2022
Q4 		$29.6K Hold
200
– – 0.01% 155
2022
Q3 		$27K Hold
200
– – 0.01% 174
2022
Q2 		$28K Hold
200
– – 0.01% 140
2022
Q1 		$37K Buy
+200
New +$36.1K 0.01% 116

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hoey Investments's AXP Position: Q4 2024 in Review

Hoey Investments sold out of American Express (AXP) in Q4 2024, closing a stake of 30 shares — an estimated $6.95K sold.

Hoey Investments first reported a position in AXP in Q1 2022 and held it in 11 quarters. The position peaked at $37K in Q1 2022. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Hoey Investments reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Hoey Investments sold 30 American Express shares in Q4 2024, an estimated $6.95K.
  • Hoey Investments first reported a position in American Express in Q1 2022 and held it in 11 quarters.
  • Hoey Investments's American Express position peaked at $37K in Q1 2022.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.