Level Financial Advisors’s American Express AXP Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-105	Closed	-$19.7K	–	90
2023 Q4	$19.7K	Hold	105	–	–	0.01%	161
2023 Q3	$15.7K	Hold	105	–	–	0.01%	167
2023 Q2	$18.3K	Hold	105	–	–	0.01%	155
2023 Q1	$17.3K	Hold	105	–	–	0.01%	145
2022 Q4	$16K	Hold	105	–	–	0.01%	135
2022 Q3	$14K	Hold	105	–	–	0.01%	156
2022 Q2	$15K	Hold	105	–	–	0.01%	160
2022 Q1	$20K	Hold	105	–	–	0.02%	127
2021 Q4	$17K	Buy	+105	New	+$17.9K	0.01%	138

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Level Financial Advisors's AXP Position: Q1 2024 in Review

Level Financial Advisors sold out of American Express (AXP) in Q1 2024, closing a stake of 105 shares — an estimated $19.7K sold.

Level Financial Advisors first reported a position in AXP in Q4 2021 and held it in 9 quarters. The position peaked at $20K in Q1 2022. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

Level Financial Advisors reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 105 American Express shares in Q1 2024, an estimated $19.7K.
Level Financial Advisors first reported a position in American Express in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's American Express position peaked at $20K in Q1 2022.
2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.