Kula Investments’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$728K Buy
4,414
+1,391
+46% +$231K 0.18% 210
2022
Q4
$447K Buy
+3,023
New +$448K 0.13% 251

Other funds holding AXP

Kula Investments's AXP Position: Q1 2023 in Review

Kula Investments increased its American Express (AXP) stake by 46% in Q1 2023, buying an estimated $231K and bringing the position to 4,414 shares worth $728K. The position accounts for 0.18% of the portfolio, ranked #210.

Kula Investments first reported a position in AXP in Q4 2022 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

  • Kula Investments held 4,414 shares of American Express worth $728K as of Q1 2023.
  • Kula Investments bought 1,391 American Express shares in Q1 2023, an estimated $231K.
  • American Express made up 0.18% of Kula Investments's portfolio in Q1 2023, its #210 holding.
  • Kula Investments first reported a position in American Express in Q4 2022 and has held it in 2 quarters since.
  • 2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.