Intercontinental Wealth Advisors’s American Express AXP Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	$321K	Buy	1,843 +102	+6%	+$16.5K	0.08%	252
2023 Q1	$287K	Sell	1,741 -289	-14%	-$47.9K	0.07%	267
2022 Q4	$300K	Buy	2,030 +4	+0.2%	+$593	0.09%	237
2022 Q3	$273K	Buy	2,026 +318	+19%	+$48.1K	0.09%	236
2022 Q2	$237K	Sell	1,708 -2,403	-58%	-$397K	0.06%	258
2022 Q1	$769K	Sell	4,111 -986	-19%	-$178K	0.18%	114
2021 Q4	$834K	Sell	5,097 -4,501	-47%	-$768K	0.18%	115
2021 Q3	$1.61M	Sell	9,598 -734	-7%	-$123K	0.37%	47
2021 Q2	$1.71M	Sell	10,332 -505	-5%	-$79.1K	0.34%	46
2021 Q1	$1.53M	Buy	10,837 +698	+7%	+$92.2K	0.33%	49
2020 Q4	$1.23M	Sell	10,139 -2,666	-21%	-$295K	0.29%	67
2020 Q3	$1.28M	Sell	12,805 -551	-4%	-$54.2K	0.38%	51
2020 Q2	$1.27M	Buy	13,356 +2,728	+26%	+$251K	0.41%	44
2020 Q1	$910K	Buy	10,628 +10,528	+10,528%	+$1.22M	0.48%	50
2019 Q4	$13K	Hold	100	–	–	0.01%	251
2019 Q3	$12K	Hold	100	–	–	0.01%	319
2019 Q2	$12K	Sell	100 -700	-88%	-$82.2K	0.01%	312
2019 Q1	$87K	Hold	800	–	–	0.04%	182
2018 Q4	$76K	Buy	+800	New	+$83.7K	0.04%	183

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Intercontinental Wealth Advisors's AXP Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its American Express (AXP) stake by 5.9% in Q2 2023, buying an estimated $16.5K and bringing the position to 1,843 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #252.

Intercontinental Wealth Advisors first reported a position in AXP in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.71M in Q2 2021. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Intercontinental Wealth Advisors held 1,843 shares of American Express worth $321K as of Q2 2023.
Intercontinental Wealth Advisors bought 102 American Express shares in Q2 2023, an estimated $16.5K.
American Express made up 0.08% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #252 holding.
Intercontinental Wealth Advisors first reported a position in American Express in Q4 2018 and has held it in 19 quarters since.
Intercontinental Wealth Advisors's American Express position peaked at $1.71M in Q2 2021.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.