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Planned Solutions’s American Express AXP Stock Holding History

Planned Solutions’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
Q4 		– Sell
-124
Closed -$33.6K – 157
2024
Q3 		$33.6K Buy
+124
New +$30.9K 0.01% 345
2024
Q1 		– Sell
-324
Closed -$60.7K – 130
2023
Q4 		$60.7K Buy
+324
New +$52.2K 0.03% 255

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Planned Solutions's AXP Position: Q4 2024 in Review

Planned Solutions sold out of American Express (AXP) in Q4 2024, closing a stake of 124 shares — an estimated $33.6K sold.

Planned Solutions first reported a position in AXP in Q4 2023 and held it in 2 quarters. The position peaked at $60.7K in Q4 2023. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Planned Solutions reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 124 American Express shares in Q4 2024, an estimated $33.6K.
  • Planned Solutions first reported a position in American Express in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's American Express position peaked at $60.7K in Q4 2023.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.