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Kolinsky Wealth Management’s American Express AXP Stock Holding History

Kolinsky 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
Q4 		$486K Buy
1,637
+25
+2% +$7.18K 0.3% 65
2024
Q3 		$437K Sell
1,612
-1
-0.1% -$249 0.28% 74
2024
Q2 		$373K Buy
1,613
+37
+2% +$8.57K 0.27% 83
2024
Q1 		$359K Sell
1,576
-283
-15% -$58.7K 0.27% 88
2023
Q4 		$348K Buy
1,859
+171
+10% +$27.5K 0.31% 80
2023
Q3 		$252K Buy
1,688
+83
+5% +$13.6K 0.25% 97
2023
Q2 		$276K Sell
1,605
-24
-1% -$3.87K 0.26% 95
2023
Q1 		$269K Sell
1,629
-70
-4% -$11.6K 0.29% 91
2022
Q4 		$251K Sell
1,699
-22
-1% -$3.26K 0.29% 99
2022
Q3 		$232K Buy
1,721
+91
+6% +$13.8K 0.29% 94
2022
Q2 		$226K Buy
1,630
+21
+1% +$3.47K 0.27% 105
2022
Q1 		$301K Buy
1,609
+164
+11% +$29.6K 0.3% 81
2021
Q4 		$236K Buy
+1,445
New +$246K 0.22% 121

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kolinsky Wealth Management's AXP Position: Q4 2024 in Review

Kolinsky Wealth Management increased its American Express (AXP) stake by 1.6% in Q4 2024, buying an estimated $7.18K and bringing the position to 1,637 shares worth $486K. The position accounts for 0.3% of the portfolio, ranked #65.

Kolinsky Wealth Management first reported a position in AXP in Q4 2021 and has held it in 13 quarters since. 2,638 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Kolinsky Wealth Management held 1,637 shares of American Express worth $486K as of Q4 2024.
  • Kolinsky Wealth Management bought 25 American Express shares in Q4 2024, an estimated $7.18K.
  • American Express made up 0.3% of Kolinsky Wealth Management's portfolio in Q4 2024, its #65 holding.
  • Kolinsky Wealth Management first reported a position in American Express in Q4 2021 and has held it in 13 quarters since.
  • 2,638 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.