ICA Group Wealth Management’s American Express AXP Stock Holding History

ICA Group 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
2024 Q2	$57.9K	Sell	250 -458	-65%	-$106K	0.03%	229
2024 Q1	$161K	Buy	708 +53	+8%	+$11K	0.03%	312
2023 Q4	$123K	Buy	+655	New	+$105K	0.03%	329
2023 Q3	–	Sell	-517	Closed	-$90.1K	–	307
2023 Q2	$90.1K	Buy	517 +155	+43%	+$25K	0.02%	354
2023 Q1	$59.7K	Sell	362 -449	-55%	-$74.5K	0.01%	447
2022 Q4	$120K	Buy	+811	New	+$120K	0.03%	326
2022 Q3	–	Sell	-1,468	Closed	-$238K	–	363
2022 Q2	$238K	Buy	1,468 +105	+8%	+$17.3K	0.04%	325
2022 Q1	$228K	Buy	+1,363	New	+$246K	0.04%	333

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ICA Group Wealth Management's AXP Position: Q2 2024 in Review

ICA Group Wealth Management reduced its American Express (AXP) stake by 65% in Q2 2024, selling an estimated $106K and leaving 250 shares worth $57.9K. The position accounts for 0.03% of the portfolio, ranked #229.

ICA Group Wealth Management first reported a position in AXP in Q1 2022 and has held it in 8 quarters since. The position peaked at $238K in Q2 2022. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

ICA Group Wealth Management held 250 shares of American Express worth $57.9K as of Q2 2024.
ICA Group Wealth Management sold 458 American Express shares in Q2 2024, an estimated $106K.
American Express made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #229 holding.
ICA Group Wealth Management first reported a position in American Express in Q1 2022 and has held it in 8 quarters since.
ICA Group Wealth Management's American Express position peaked at $238K in Q2 2022.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.