Ten Capital Wealth Advisors’s American Express AXP Stock Holding History

Ten Capital Wealth Advisors’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	$224K	Buy	1,287 +634	+97%	+$102K	0.07%	118
2023 Q1	$108K	Hold	653	–	–	0.04%	155
2022 Q4	$96.5K	Buy	653 +443	+211%	+$65.6K	0.04%	135
2022 Q3	$28K	Buy	210 +15	+8%	+$2.27K	0.01%	204
2022 Q2	$27K	Hold	195	–	–	0.01%	177
2022 Q1	$36K	Buy	195 +48	+33%	+$8.67K	0.02%	164
2021 Q4	$24K	Hold	147	–	–	0.01%	207
2021 Q3	$25K	Hold	147	–	–	0.01%	186
2021 Q2	$24K	Hold	147	–	–	0.01%	238
2021 Q1	$20K	Sell	147 -275	-65%	-$36.3K	﹤0.01%	222
2020 Q4	$51K	Buy	+422	New	+$46.7K	0.01%	167

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

Ten Capital Wealth Advisors's AXP Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its American Express (AXP) stake by 97% in Q2 2023, buying an estimated $102K and bringing the position to 1,287 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #118.

Ten Capital Wealth Advisors first reported a position in AXP in Q4 2020 and has held it in 11 quarters since. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Ten Capital Wealth Advisors held 1,287 shares of American Express worth $224K as of Q2 2023.
Ten Capital Wealth Advisors bought 634 American Express shares in Q2 2023, an estimated $102K.
American Express made up 0.07% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #118 holding.
Ten Capital Wealth Advisors first reported a position in American Express in Q4 2020 and has held it in 11 quarters since.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.