Institutional & Family Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $55.5K | Sell |
239
-12
| -5% | -$2.78K | 0.01% | 226 |
|
|
2024
Q1 | $57.3K | Hold |
251
| – | – | 0.01% | 224 |
|
|
2023
Q4 | $47.1K | Hold |
251
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $37.5K | Hold |
251
| – | – | 0.01% | 239 |
|
|
2023
Q2 | $43.8K | Hold |
251
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $41.4K | Hold |
251
| – | – | 0.01% | 234 |
|
|
2022
Q4 | $37.1K | Hold |
251
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $34K | Hold |
251
| – | – | 0.01% | 252 |
|
|
2022
Q2 | $35K | Sell |
251
-21
| -8% | -$3.47K | 0.01% | 253 |
|
|
2022
Q1 | $51K | Sell |
272
-11
| -4% | -$1.99K | 0.01% | 256 |
|
|
2021
Q4 | $46K | Sell |
283
-338
| -54% | -$57.6K | 0.01% | 272 |
|
|
2021
Q3 | $104K | Sell |
621
-16
| -3% | -$2.67K | 0.02% | 235 |
|
|
2021
Q2 | $105K | Sell |
637
-494
| -44% | -$77.4K | 0.02% | 234 |
|
|
2021
Q1 | $160K | Sell |
1,131
-3
| -0.3% | -$396 | 0.03% | 207 |
|
|
2020
Q4 | $137K | Sell |
1,134
-252
| -18% | -$27.9K | 0.03% | 217 |
|
|
2020
Q3 | $139K | Sell |
1,386
-11
| -0.8% | -$1.08K | 0.03% | 199 |
|
|
2020
Q2 | $133K | Sell |
1,397
-1,207
| -46% | -$111K | 0.03% | 210 |
|
|
2020
Q1 | $223K | Buy |
2,604
+26
| +1% | +$3.02K | 0.05% | 139 |
|
|
2019
Q4 | $321K | Sell |
2,578
-47
| -2% | -$5.62K | 0.07% | 140 |
|
|
2019
Q3 | $310K | Sell |
2,625
-353
| -12% | -$43.3K | 0.07% | 134 |
|
|
2019
Q2 | $368K | Sell |
2,978
-10
| -0.3% | -$1.18K | 0.08% | 132 |
|
|
2019
Q1 | $327K | Sell |
2,988
-3,678
| -55% | -$387K | 0.07% | 143 |
|
|
2018
Q4 | $635K | Sell |
6,666
-26
| -0.4% | -$2.72K | 0.14% | 99 |
|
|
2018
Q3 | $713K | Buy |
6,692
+4
| +0.1% | +$416 | 0.14% | 102 |
|
|
2018
Q2 | $655K | Buy |
6,688
+203
| +3% | +$19.9K | 0.14% | 100 |
|
|
2018
Q1 | $605K | Buy |
6,485
+524
| +9% | +$50.8K | 0.13% | 98 |
|
|
2017
Q4 | $592K | Sell |
5,961
-478
| -7% | -$45.5K | 0.11% | 105 |
|
|
2017
Q3 | $582K | Buy |
6,439
+2,376
| +58% | +$204K | 0.12% | 114 |
|
|
2017
Q2 | $342K | Buy |
4,063
+15
| +0.4% | +$1.19K | 0.08% | 105 |
|
|
2017
Q1 | $320K | Buy |
4,048
+15
| +0.4% | +$1.17K | 0.1% | 105 |
|
|
2016
Q4 | $299K | Sell |
4,033
-13
| -0.3% | -$900 | 0.09% | 108 |
|
|
2016
Q3 | $259K | Sell |
4,046
-68
| -2% | -$4.37K | 0.09% | 107 |
|
|
2016
Q2 | $250K | Buy |
4,114
+44
| +1% | +$2.79K | 0.09% | 105 |
|
|
2016
Q1 | $283K | Hold |
4,070
| – | – | 0.11% | 110 |
|
|
2015
Q4 | $283K | Buy |
+4,070
| New | +$296K | 0.11% | 110 |
|
Other funds holding AXP
Institutional & Family Asset Management's AXP Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its American Express (AXP) stake by 4.8% in Q2 2024, selling an estimated $2.78K and leaving 239 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #226.
Institutional & Family Asset Management first reported a position in AXP in Q4 2015 and has held it in 35 quarters since. The position peaked at $713K in Q3 2018. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.
- Institutional & Family Asset Management held 239 shares of American Express worth $55.5K as of Q2 2024.
- Institutional & Family Asset Management sold 12 American Express shares in Q2 2024, an estimated $2.78K.
- American Express made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #226 holding.
- Institutional & Family Asset Management first reported a position in American Express in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's American Express position peaked at $713K in Q3 2018.
- 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.