Lowe Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20
| Closed | -$3.75K | – | 307 |
|
|
2023
Q4 | $3.75K | Hold |
20
| – | – | ﹤0.01% | 261 |
|
|
2023
Q3 | $2.98K | Hold |
20
| – | – | ﹤0.01% | 258 |
|
|
2023
Q2 | $3.48K | Hold |
20
| – | – | ﹤0.01% | 286 |
|
|
2023
Q1 | $3.3K | Hold |
20
| – | – | ﹤0.01% | 275 |
|
|
2022
Q4 | $2.96K | Hold |
20
| – | – | ﹤0.01% | 285 |
|
|
2022
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 266 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 255 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 250 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 248 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 240 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 233 |
|
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 227 |
|
|
2020
Q4 | $2K | Sell |
20
-226
| -92% | -$25K | ﹤0.01% | 235 |
|
|
2020
Q3 | $25K | Hold |
246
| – | – | 0.01% | 105 |
|
|
2020
Q2 | $23K | Buy |
246
+226
| +1,130% | +$20.8K | 0.01% | 105 |
|
|
2020
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 227 |
|
|
2019
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 236 |
|
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 228 |
|
|
2019
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 247 |
|
|
2019
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 214 |
|
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 207 |
|
|
2018
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 254 |
|
|
2018
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 198 |
|
|
2018
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 204 |
|
|
2017
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 213 |
|
|
2017
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 205 |
|
|
2017
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 183 |
|
|
2017
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 181 |
|
|
2016
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 205 |
|
|
2016
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 216 |
|
|
2016
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 218 |
|
|
2016
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 200 |
|
|
2015
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 211 |
|
|
2015
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 206 |
|
|
2015
Q2 | $2K | Buy |
+20
| New | +$1.59K | ﹤0.01% | 194 |
|
Other funds holding AXP
Lowe Wealth Advisors's AXP Position: Q1 2024 in Review
Lowe Wealth Advisors sold out of American Express (AXP) in Q1 2024, closing a stake of 20 shares — an estimated $3.75K sold.
Lowe Wealth Advisors first reported a position in AXP in Q2 2015 and held it in 35 quarters. The position peaked at $25K in Q3 2020. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.
- Lowe Wealth Advisors reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
- Lowe Wealth Advisors sold 20 American Express shares in Q1 2024, an estimated $3.75K.
- Lowe Wealth Advisors first reported a position in American Express in Q2 2015 and held it in 35 quarters.
- Lowe Wealth Advisors's American Express position peaked at $25K in Q3 2020.
- 2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.
Based on Lowe Wealth Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.