One Plus One Wealth Management’s American Express AXP Stock Holding History

One Plus One Wealth 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
2024 Q3	–	Sell	-1,000	Closed	-$232K	–	90
2024 Q2	$232K	Sell	1,000 -1,300	-57%	-$301K	0.13%	81
2024 Q1	$524K	Hold	2,300	–	–	0.3%	58
2023 Q4	$431K	Hold	2,300	–	–	0.26%	61
2023 Q3	$343K	Hold	2,300	–	–	0.22%	64
2023 Q2	$401K	Hold	2,300	–	–	0.26%	60
2023 Q1	$379K	Hold	2,300	–	–	0.27%	57
2022 Q4	$340K	Hold	2,300	–	–	0.24%	67
2022 Q3	$310K	Hold	2,300	–	–	0.25%	60
2022 Q2	$319K	Hold	2,300	–	–	0.24%	65
2022 Q1	$430K	Hold	2,300	–	–	0.28%	54
2021 Q4	$376K	Hold	2,300	–	–	0.26%	62
2021 Q3	$385K	Hold	2,300	–	–	0.28%	49
2021 Q2	$380K	Hold	2,300	–	–	0.26%	49
2021 Q1	$325K	Buy	+2,300	New	+$304K	0.25%	56

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

One Plus One Wealth Management's AXP Position: Q3 2024 in Review

One Plus One Wealth Management sold out of American Express (AXP) in Q3 2024, closing a stake of 1,000 shares — an estimated $232K sold.

One Plus One Wealth Management first reported a position in AXP in Q1 2021 and held it in 14 quarters. The position peaked at $524K in Q1 2024. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

One Plus One Wealth Management reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
One Plus One Wealth Management sold 1,000 American Express shares in Q3 2024, an estimated $232K.
One Plus One Wealth Management first reported a position in American Express in Q1 2021 and held it in 14 quarters.
One Plus One Wealth Management's American Express position peaked at $524K in Q1 2024.
2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on One Plus One Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.