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Laidlaw Wealth Management’s American Express AXP Stock Holding History

Laidlaw 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
Q1 		– Sell
-1,648
Closed -$309K – 179
2023
Q4 		$309K Sell
1,648
-105
-6% -$16.9K 0.11% 181
2023
Q3 		$262K Sell
1,753
-227
-11% -$37.1K 0.09% 215
2023
Q2 		$345K Sell
1,980
-855
-30% -$138K 0.07% 244
2023
Q1 		$468K Buy
2,835
+110
+4% +$18.2K 0.1% 208
2022
Q4 		$403K Buy
2,725
+2
+0.1% +$296 0.09% 221
2022
Q3 		$367K Sell
2,723
-3,999
-59% -$605K 0.09% 211
2022
Q2 		$932K Buy
6,722
+4,283
+176% +$707K 0.19% 129
2022
Q1 		$456K Buy
2,439
+228
+10% +$41.2K 0.08% 228
2021
Q4 		$362K Buy
2,211
+224
+11% +$38.2K 0.06% 274
2021
Q3 		$333K Buy
1,987
+35
+2% +$5.85K 0.09% 183
2021
Q2 		$323K Buy
+1,952
New +$306K 0.08% 191
2021
Q1 		– Sell
-1,871
Closed -$226K – 228
2020
Q4 		$226K Buy
+1,871
New +$207K 0.05% 316
2020
Q1 		– Sell
-1,985
Closed -$247K – 151
2019
Q4 		$247K Buy
+1,985
New +$237K 0.16% 143

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laidlaw Wealth Management's AXP Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of American Express (AXP) in Q1 2024, closing a stake of 1,648 shares — an estimated $309K sold.

Laidlaw Wealth Management first reported a position in AXP in Q4 2019 and held it in 13 quarters. The position peaked at $932K in Q2 2022. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,648 American Express shares in Q1 2024, an estimated $309K.
  • Laidlaw Wealth Management first reported a position in American Express in Q4 2019 and held it in 13 quarters.
  • Laidlaw Wealth Management's American Express position peaked at $932K in Q2 2022.
  • 2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.