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O'Dell Group’s American Express AXP Stock Holding History

O'Dell Group’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
-37
Closed -$6.93K – 123
2023
Q4 		$6.93K Buy
+37
New +$5.96K ﹤0.01% 375
2023
Q3 		– Sell
-107
Closed -$18.6K – 110
2023
Q2 		$18.6K Buy
+107
New +$17.3K 0.01% 286
2022
Q2 		– Sell
-813
Closed -$152K – 459
2022
Q1 		$152K Buy
813
+2
+0.2% +$361 0.04% 88
2021
Q4 		$133K Buy
811
+2
+0.2% +$341 0.04% 95
2021
Q3 		$136K Sell
809
-806
-50% -$135K 0.04% 93
2021
Q2 		$267K Buy
+1,615
New +$253K 0.08% 66

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

O'Dell Group's AXP Position: Q1 2024 in Review

O'Dell Group sold out of American Express (AXP) in Q1 2024, closing a stake of 37 shares — an estimated $6.93K sold.

O'Dell Group first reported a position in AXP in Q2 2021 and held it in 6 quarters. The position peaked at $267K in Q2 2021. 2,312 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • O'Dell Group reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 37 American Express shares in Q1 2024, an estimated $6.93K.
  • O'Dell Group first reported a position in American Express in Q2 2021 and held it in 6 quarters.
  • O'Dell Group's American Express position peaked at $267K in Q2 2021.
  • 2,312 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.