PFS Investments’s American Express AXP Stock Holding History

PFS Investments’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 Q2	$8.71M	Buy	49,991 +1,622	+3%	+$262K	0.14%	143
2023 Q1	$7.68M	Buy	48,369 +845	+2%	+$140K	0.13%	147
2022 Q4	$7.02M	Sell	47,524 -114	-0.2%	-$16.9K	0.13%	150
2022 Q3	$6.43K	Buy	47,638 +1,490	+3%	+$226K	0.12%	148
2022 Q2	$6.4M	Buy	46,148 +3,496	+8%	+$577K	0.13%	159
2022 Q1	$7.98M	Buy	42,652 +14,638	+52%	+$2.64M	0.15%	136
2021 Q4	$4.58M	Buy	28,014 +2,586	+10%	+$441K	0.09%	199
2021 Q3	$4.58M	Buy	25,428 +2,128	+9%	+$356K	0.09%	191
2021 Q2	$4.01M	Buy	23,300 +2,826	+14%	+$443K	0.09%	185
2021 Q1	$2.9M	Buy	20,474 +1,938	+10%	+$256K	0.07%	205
2020 Q4	$2.24M	Buy	18,536 +311	+2%	+$34.4K	0.06%	210
2020 Q3	$1.83M	Buy	18,225 +4,231	+30%	+$416K	0.06%	198
2020 Q2	$1.33M	Buy	13,994 +5,256	+60%	+$484K	0.05%	193
2020 Q1	$748K	Buy	8,738 +5,317	+155%	+$619K	0.03%	195
2019 Q4	$426K	Buy	+3,421	New	+$409K	0.02%	208

Other funds holding AXP

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Bank of America

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

Massachusetts Financial Services

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

Fisher Asset Management

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