Silicon Hills Wealth Management’s American Express AXP Stock Holding History

Silicon Hills 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 Q2	$1.83M	Hold	10,480	–	–	1.03%	19
2023 Q1	$1.73M	Hold	10,480	–	–	1.04%	19
2022 Q4	$1.55M	Hold	10,480	–	–	1.15%	24
2022 Q3	$1.41M	Hold	10,480	–	–	1.12%	22
2022 Q2	$1.45M	Sell	10,480 -1,814	-15%	-$300K	1.06%	22
2022 Q1	$2.3M	Sell	12,294 -1,814	-13%	-$328K	1.47%	21
2021 Q4	$2.31M	Hold	14,108	–	–	1.43%	20
2021 Q3	$2.36M	Buy	14,108 +5,391	+62%	+$901K	1.62%	14
2021 Q2	$1.44M	Buy	8,717 +314	+4%	+$49.2K	1.12%	28
2021 Q1	$1.19M	Buy	8,403 +48	+0.6%	+$6.34K	1.08%	28
2020 Q4	$1.01M	Hold	8,355	–	–	0.91%	31
2020 Q3	$838K	Hold	8,355	–	–	0.87%	30
2020 Q2	$795K	Hold	8,355	–	–	0.95%	28
2020 Q1	$715K	Buy	8,355 +8,352	+278,400%	+$972K	0.95%	30
2019 Q4	$1.04K	Buy	+3	New	+$359	0.8%	30

Other funds holding AXP

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Silicon Hills Wealth Management's AXP Position: Q2 2023 in Review

Silicon Hills Wealth Management held its American Express (AXP) position steady in Q2 2023 at 10,480 shares worth $1.83M. The position accounts for 1.03% of the portfolio, ranked #19.

Silicon Hills Wealth Management first reported a position in AXP in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.36M in Q3 2021. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Silicon Hills Wealth Management held 10,480 shares of American Express worth $1.83M as of Q2 2023.
Silicon Hills Wealth Management left its American Express share count unchanged in Q2 2023.
American Express made up 1.03% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #19 holding.
Silicon Hills Wealth Management first reported a position in American Express in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's American Express position peaked at $2.36M in Q3 2021.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.