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REDW Wealth’s American Express AXP Stock Holding History

REDW Wealth’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
-2,631
Closed -$714K – 109
2024
Q3 		$714K Sell
2,631
-42
-2% -$10.5K 0.18% 72
2024
Q2 		$619K Sell
2,673
-25
-0.9% -$5.79K 0.16% 75
2024
Q1 		$614K Buy
2,698
+42
+2% +$8.71K 0.17% 74
2023
Q4 		$498K Hold
2,656
– – 0.14% 79
2023
Q3 		$396K Hold
2,656
– – 0.12% 92
2023
Q2 		$463K Hold
2,656
– – 0.14% 86
2023
Q1 		$438K Buy
2,656
+263
+11% +$43.6K 0.14% 84
2022
Q4 		$354K Hold
2,393
– – 0.12% 94
2022
Q3 		$323K Sell
2,393
-120
-5% -$18.2K 0.12% 85
2022
Q2 		$348K Hold
2,513
– – 0.13% 82
2022
Q1 		$470K Hold
2,513
– – 0.14% 69
2021
Q4 		$411K Buy
2,513
+60
+2% +$10.2K 0.12% 71
2021
Q3 		$411K Buy
2,453
+1
+0% +$167 0.13% 70
2021
Q2 		$405K Buy
2,452
+59
+2% +$9.24K 0.13% 72
2021
Q1 		$338K Hold
2,393
– – 0.11% 76
2020
Q4 		$289K Hold
2,393
– – 0.11% 71
2020
Q3 		$240K Sell
2,393
-25
-1% -$2.46K 0.1% 78
2020
Q2 		$230K Buy
2,418
+25
+1% +$2.3K 0.11% 77
2020
Q1 		$205K Buy
2,393
+193
+9% +$22.5K 0.13% 69
2019
Q4 		$274K Hold
2,200
– – 0.15% 64
2019
Q3 		$260K Hold
2,200
– – 0.15% 68
2019
Q2 		$272K Hold
2,200
– – 0.16% 65
2019
Q1 		$240K Hold
2,200
– – 0.15% 70
2018
Q4 		$210K Hold
2,200
– – 0.14% 72
2018
Q3 		$234K Hold
2,200
– – 0.16% 73
2018
Q2 		$216K Hold
2,200
– – 0.15% 73
2018
Q1 		$205K Sell
2,200
-188
-8% -$18.2K 0.15% 76
2017
Q4 		$237K Hold
2,388
– – 0.18% 67
2017
Q3 		$216K Hold
2,388
– – 0.18% 73
2017
Q2 		$201K Buy
+2,388
New +$189K 0.2% 72

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

REDW Wealth's AXP Position: Q4 2024 in Review

REDW Wealth sold out of American Express (AXP) in Q4 2024, closing a stake of 2,631 shares — an estimated $714K sold.

REDW Wealth first reported a position in AXP in Q2 2017 and held it in 30 quarters. The position peaked at $714K in Q3 2024. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • REDW Wealth reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 2,631 American Express shares in Q4 2024, an estimated $714K.
  • REDW Wealth first reported a position in American Express in Q2 2017 and held it in 30 quarters.
  • REDW Wealth's American Express position peaked at $714K in Q3 2024.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.