TimeScale Financial’s American Express AXP Stock Holding History

TimeScale Financial’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	$111K	Buy	635 +1	+0.2%	+$161	0.02%	148
2023 Q1	$105K	Buy	634 +227	+56%	+$37.7K	0.02%	145
2022 Q4	$54.9K	Hold	407	–	–	0.02%	148
2022 Q3	$55K	Buy	407 +1	+0.2%	+$151	0.02%	147
2022 Q2	$56K	Sell	406 -88	-18%	-$14.5K	0.02%	148
2022 Q1	$92K	Buy	494 +1	+0.2%	+$181	0.02%	132
2021 Q4	$81K	Buy	493 +1	+0.2%	+$171	0.02%	142
2021 Q3	$82K	Buy	492 +1	+0.2%	+$167	0.02%	142
2021 Q2	$81K	Sell	491 -58	-11%	-$9.08K	0.02%	143
2021 Q1	$78K	Buy	549 +61	+13%	+$8.06K	0.02%	150
2020 Q4	$59K	Buy	488 +2	+0.4%	+$222	0.02%	149
2020 Q3	$49K	Buy	486 +2	+0.4%	+$197	0.01%	154
2020 Q2	$46K	Hold	484	–	–	0.01%	155
2020 Q1	$41K	Hold	484	–	–	0.01%	147
2019 Q4	$60K	Hold	484	–	–	0.02%	154
2019 Q3	$57K	Hold	484	–	–	0.02%	164
2019 Q2	$60K	Buy	+484	New	+$56.8K	0.02%	165

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

TimeScale Financial's AXP Position: Q2 2023 in Review

TimeScale Financial increased its American Express (AXP) stake by 0.16% in Q2 2023, buying an estimated $161 and bringing the position to 635 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #148.

TimeScale Financial first reported a position in AXP in Q2 2019 and has held it in 17 quarters since. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

TimeScale Financial held 635 shares of American Express worth $111K as of Q2 2023.
TimeScale Financial bought 1 American Express share in Q2 2023, an estimated $161.
American Express made up 0.02% of TimeScale Financial's portfolio in Q2 2023, its #148 holding.
TimeScale Financial first reported a position in American Express in Q2 2019 and has held it in 17 quarters since.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.