Insight Wealth Partners’s American Express AXP Stock Holding History

Insight Wealth Partners’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	-777	Closed	-$211K	–	96
2024 Q3	$211K	Buy	+777	New	+$193K	0.04%	94

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Insight Wealth Partners's AXP Position: Q4 2024 in Review

Insight Wealth Partners sold out of American Express (AXP) in Q4 2024, closing a stake of 777 shares — an estimated $211K sold.

Insight Wealth Partners first reported a position in AXP in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

Insight Wealth Partners reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
Insight Wealth Partners sold 777 American Express shares in Q4 2024, an estimated $211K.
Insight Wealth Partners first reported a position in American Express in Q3 2024 and held it in 1 quarter.
Insight Wealth Partners's American Express position peaked at $211K in Q3 2024.
2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Insight Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.