PWM
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PRW Wealth Management’s American Express AXP Stock Holding History

PRW 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
2023
Q3 		– Sell
-1,250
Closed -$219K – 109
2023
Q2 		$219K Buy
+1,250
New +$202K 0.08% 73
2022
Q2 		– Sell
-1,380
Closed -$258K – 101
2022
Q1 		$258K Buy
1,380
+125
+10% +$22.6K 0.11% 90
2021
Q4 		$206K Buy
+1,255
New +$214K 0.1% 104
2021
Q3 		– Sell
-2,480
Closed -$410K – 107
2021
Q2 		$410K Buy
+2,480
New +$388K 0.12% 175
2020
Q3 		– Sell
-2,145
Closed -$204K – 81
2020
Q2 		$204K Buy
+2,145
New +$197K 0.16% 79
2019
Q2 		– Sell
-444
Closed -$49K – 115
2019
Q1 		$49K Hold
444
– – 0.05% 138
2018
Q4 		$42K Buy
+444
New +$46.5K 0.05% 150

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return