Mid Atlantic Financial Management’s American Express AXP Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.39M	Buy	8,265 +34	+0.4%	+$5.68K	0.09%	185
2021 Q2	$1.36M	Buy	8,231 +82	+1%	+$12.8K	0.09%	184
2021 Q1	$1.15M	Sell	8,149 -321	-4%	-$42.4K	0.08%	207
2020 Q4	$1.02M	Buy	8,470 +2,063	+32%	+$228K	0.08%	223
2020 Q3	$752K	Buy	6,407 +407	+7%	+$40K	0.07%	266
2020 Q2	$571K	Buy	6,000 +262	+5%	+$24.1K	0.06%	301
2020 Q1	$491K	Buy	5,738 +77	+1%	+$8.96K	0.06%	304
2019 Q4	$705K	Buy	5,661 +513	+10%	+$61.3K	0.07%	300
2019 Q3	$609K	Sell	5,148 -850	-14%	-$104K	0.07%	303
2019 Q2	$740K	Sell	5,998 -438	-7%	-$51.4K	0.08%	278
2019 Q1	$703K	Buy	6,436 +191	+3%	+$20.1K	0.08%	284
2018 Q4	$595K	Buy	+6,245	New	+$653K	0.07%	283

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mid Atlantic Financial Management's AXP Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its American Express (AXP) stake by 0.41% in Q3 2021, buying an estimated $5.68K and bringing the position to 8,265 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #185.

Mid Atlantic Financial Management first reported a position in AXP in Q4 2018 and has held it in 12 quarters since. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Mid Atlantic Financial Management held 8,265 shares of American Express worth $1.39M as of Q3 2021.
Mid Atlantic Financial Management bought 34 American Express shares in Q3 2021, an estimated $5.68K.
American Express made up 0.09% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #185 holding.
Mid Atlantic Financial Management first reported a position in American Express in Q4 2018 and has held it in 12 quarters since.
1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.