Psagot Value Holdings’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13
| Closed | -$3K | – | 11 |
|
|
2024
Q1 | $3K | Hold |
13
| – | – | 0.03% | 64 |
|
|
2023
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 469 |
|
|
2023
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $2K | Buy |
+13
| New | +$2.1K | ﹤0.01% | 432 |
|
|
2021
Q4 | – | Sell |
-740
| Closed | -$124K | – | 374 |
|
|
2021
Q3 | $124K | Sell |
740
-30,681
| -98% | -$5.13M | 0.02% | 293 |
|
|
2021
Q2 | $5.19M | Sell |
31,421
-2,126
| -6% | -$333K | 0.19% | 83 |
|
|
2021
Q1 | $4.75M | Sell |
33,547
-86
| -0.3% | -$11.4K | 0.11% | 123 |
|
|
2020
Q4 | $4.07M | Sell |
33,633
-2,106
| -6% | -$233K | 0.09% | 122 |
|
|
2020
Q3 | $3.58M | Buy |
+35,739
| New | +$3.52M | 0.09% | 105 |
|
|
2020
Q1 | – | Sell |
-59,266
| Closed | -$7.38M | – | 388 |
|
|
2019
Q4 | $7.38M | Buy |
+59,266
| New | +$7.08M | 0.25% | 85 |
|
|
2019
Q3 | – | Sell |
-59,119
| Closed | -$7.3M | – | 404 |
|
|
2019
Q2 | $7.3M | Hold |
59,119
| – | – | 0.3% | 78 |
|
|
2019
Q1 | $6.46M | Sell |
59,119
-240
| -0.4% | -$25.2K | 0.27% | 78 |
|
|
2018
Q4 | $5.66M | Buy |
+59,359
| New | +$6.21M | 0.26% | 81 |
|
|
2018
Q2 | – | Sell |
-42,148
| Closed | -$3.93M | – | 354 |
|
|
2018
Q1 | $3.93M | Buy |
+42,148
| New | +$4.08M | 0.17% | 81 |
|
|
2017
Q4 | – | Sell |
-51,582
| Closed | -$4.67M | – | 310 |
|
|
2017
Q3 | $4.67M | Buy |
+51,582
| New | +$4.43M | 0.2% | 72 |
|
|
2016
Q2 | – | Sell |
-78,635
| Closed | -$4.83M | – | 356 |
|
|
2016
Q1 | $4.83M | Sell |
78,635
-4,933
| -6% | -$287K | 0.2% | 99 |
|
|
2015
Q4 | $5.81M | Sell |
83,568
-2,332
| -3% | -$170K | 0.21% | 88 |
|
|
2015
Q3 | $6.37M | Buy |
85,900
+1,245
| +1% | +$95.8K | 0.23% | 76 |
|
|
2015
Q2 | $6.58M | Sell |
84,655
-352
| -0.4% | -$27.9K | 0.21% | 75 |
|
|
2015
Q1 | $6.64M | Sell |
85,007
-1,483
| -2% | -$123K | 0.21% | 74 |
|
|
2014
Q4 | $8.05M | Buy |
86,490
+6,525
| +8% | +$585K | 0.27% | 65 |
|
|
2014
Q3 | $7M | Sell |
79,965
-4,801
| -6% | -$432K | 0.24% | 69 |
|
|
2014
Q2 | $8.04M | Sell |
84,766
-3,719
| -4% | -$335K | 0.27% | 58 |
|
|
2014
Q1 | $7.97M | Buy |
88,485
+3,824
| +5% | +$342K | 0.27% | 65 |
|
|
2013
Q4 | $7.68M | Sell |
84,661
-2,863
| -3% | -$235K | 0.27% | 62 |
|
|
2013
Q3 | $6.61M | Buy |
87,524
+8,976
| +11% | +$675K | 0.25% | 66 |
|
|
2013
Q2 | $5.87M | Buy |
+78,548
| New | +$5.59M | 0.25% | 67 |
|
Other funds holding AXP
Psagot Value Holdings's AXP Position: Q2 2024 in Review
Psagot Value Holdings sold out of American Express (AXP) in Q2 2024, closing a stake of 13 shares — an estimated $3K sold.
Psagot Value Holdings first reported a position in AXP in Q2 2013 and held it in 27 quarters. The position peaked at $8.05M in Q4 2014. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.
- Psagot Value Holdings reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
- Psagot Value Holdings sold 13 American Express shares in Q2 2024, an estimated $3K.
- Psagot Value Holdings first reported a position in American Express in Q2 2013 and held it in 27 quarters.
- Psagot Value Holdings's American Express position peaked at $8.05M in Q4 2014.
- 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.
Based on Psagot Value Holdings's 13F filing for Q2 2024.