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Laurel Wealth Advisors (California)’s American Express AXP Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$642K Buy
4,344
+264
+6% +$39.1K 0.06% 309
2022
Q3 		$551K Buy
4,080
+14
+0.3% +$2.12K 0.06% 322
2022
Q2 		$563K Sell
4,066
-322
-7% -$53.2K 0.06% 331
2022
Q1 		$821K Buy
4,388
+126
+3% +$22.8K 0.07% 286
2021
Q4 		$697K Buy
4,262
+999
+31% +$170K 0.05% 347
2021
Q3 		$547K Sell
3,263
-290
-8% -$48.5K 0.1% 220
2021
Q2 		$587K Buy
3,553
+1
+0% +$157 0.08% 247
2021
Q1 		$502K Sell
3,552
-99
-3% -$13.1K 0.08% 254
2020
Q4 		$442K Sell
3,651
-244
-6% -$27K 0.06% 270
2020
Q3 		$390K Sell
3,895
-7
-0.2% -$689 0.06% 260
2020
Q2 		$371K Buy
3,902
+96
+3% +$8.84K 0.07% 261
2020
Q1 		$326K Sell
3,806
-215
-5% -$25K 0.07% 261
2019
Q4 		$501K Sell
4,021
-461
-10% -$55.1K 0.08% 251
2019
Q3 		$530K Buy
4,482
+284
+7% +$34.8K 0.09% 233
2019
Q2 		$518K Buy
4,198
+6
+0.1% +$705 0.11% 197
2019
Q1 		$458K Buy
4,192
+84
+2% +$8.83K 0.11% 203
2018
Q4 		$391K Buy
4,108
+161
+4% +$16.8K 0.12% 201
2018
Q3 		$420K Sell
3,947
-588
-13% -$61.2K 0.1% 217
2018
Q2 		$444K Sell
4,535
-98
-2% -$9.63K 0.12% 195
2018
Q1 		$432K Sell
4,633
-285
-6% -$27.6K 0.13% 184
2017
Q4 		$488K Buy
4,918
+546
+12% +$52K 0.14% 173
2017
Q3 		$395K Sell
4,372
-236
-5% -$20.3K 0.13% 179
2017
Q2 		$388K Sell
4,608
-44
-0.9% -$3.48K 0.14% 175
2017
Q1 		$368K Buy
4,652
+459
+11% +$35.9K 0.14% 173
2016
Q4 		$311K Sell
4,193
-784
-16% -$54.3K 0.14% 176
2016
Q3 		$319K Buy
4,977
+119
+2% +$7.64K 0.15% 167
2016
Q2 		$295K Buy
4,858
+750
+18% +$47.5K 0.14% 174
2016
Q1 		$252K Sell
4,108
-1,210
-23% -$70.4K 0.13% 200
2015
Q4 		$370K Buy
+5,318
New +$387K 0.19% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AXP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its American Express (AXP) stake by 6.5% in Q4 2022, buying an estimated $39.1K and bringing the position to 4,344 shares worth $642K. The position accounts for 0.06% of the portfolio, ranked #309.

Laurel Wealth Advisors (California) first reported a position in AXP in Q4 2015 and has held it in 29 quarters since. The position peaked at $821K in Q1 2022. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,344 shares of American Express worth $642K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 264 American Express shares in Q4 2022, an estimated $39.1K.
  • American Express made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #309 holding.
  • Laurel Wealth Advisors (California) first reported a position in American Express in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s American Express position peaked at $821K in Q1 2022.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.