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Impact Partnership Wealth’s American Express AXP Stock Holding History

Impact Partnership 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
Q4 		– Sell
-2,335
Closed -$633K – 295
2024
Q3 		$633K Sell
2,335
-92
-4% -$22.9K 0.14% 91
2024
Q2 		$562K Buy
2,427
+2,420
+34,571% +$560K 0.15% 92
2024
Q1 		$1.6K Sell
7
-2,030
-100% -$421K ﹤0.01% 592
2023
Q4 		$382K Sell
2,037
-604
-23% -$97.2K 0.14% 104
2023
Q3 		$394K Buy
2,641
+2,440
+1,214% +$399K 0.12% 90
2023
Q2 		$35K Buy
+201
New +$32.4K 0.01% 286

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

Impact Partnership Wealth's AXP Position: Q4 2024 in Review

Impact Partnership Wealth sold out of American Express (AXP) in Q4 2024, closing a stake of 2,335 shares — an estimated $633K sold.

Impact Partnership Wealth first reported a position in AXP in Q2 2023 and held it in 6 quarters. The position peaked at $633K in Q3 2024. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Impact Partnership Wealth reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,335 American Express shares in Q4 2024, an estimated $633K.
  • Impact Partnership Wealth first reported a position in American Express in Q2 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's American Express position peaked at $633K in Q3 2024.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Impact Partnership Wealth's 13F filing for Q4 2024, filed 21 Jan 2025.