Madden Securities’s American Express AXP Stock Holding History

Madden Securities’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
2023 Q1	–	Sell	-900	Closed	-$133K	–	114
2022 Q4	$133K	Buy	+900	New	+$133K	0.07%	115
2022 Q2	–	Sell	-1,700	Closed	-$318K	–	105
2022 Q1	$318K	Buy	+1,700	New	+$307K	0.14%	87
2021 Q3	–	Sell	-2,450	Closed	-$405K	–	115
2021 Q2	$405K	Hold	2,450	–	–	0.21%	101
2021 Q1	$347K	Buy	2,450 +150	+7%	+$19.8K	0.2%	102
2020 Q4	$278K	Sell	2,300 -300	-12%	-$33.2K	0.18%	107
2020 Q3	$261K	Buy	+2,600	New	+$256K	0.19%	100

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Madden Securities's AXP Position: Q1 2023 in Review

Madden Securities sold out of American Express (AXP) in Q1 2023, closing a stake of 900 shares — an estimated $133K sold.

Madden Securities first reported a position in AXP in Q3 2020 and held it in 6 quarters. The position peaked at $405K in Q2 2021. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Madden Securities reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
Madden Securities sold 900 American Express shares in Q1 2023, an estimated $133K.
Madden Securities first reported a position in American Express in Q3 2020 and held it in 6 quarters.
Madden Securities's American Express position peaked at $405K in Q2 2021.
2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.