Titus Wealth Management’s American Express AXP Stock Holding History

Titus 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
2022 Q2	$547K	Buy	3,948 +2,030	+106%	+$335K	0.27%	62
2022 Q1	$359K	Sell	1,918 -27	-1%	-$4.88K	0.16%	97
2021 Q4	$318K	Buy	1,945 +7	+0.4%	+$1.19K	0.14%	114
2021 Q3	$325K	Buy	1,938 +45	+2%	+$7.52K	0.17%	99
2021 Q2	$313K	Sell	1,893 -16,806	-90%	-$2.63M	0.17%	101
2021 Q1	$264K	Buy	18,699 +16,817	+894%	+$2.22M	0.15%	111
2020 Q4	$224K	Buy	+1,882	New	+$208K	0.14%	122
2019 Q4	–	Sell	-2,815	Closed	-$333K	–	106
2019 Q3	$333K	Buy	2,815 +86	+3%	+$10.5K	0.3%	63
2019 Q2	$337K	Sell	2,729 -86	-3%	-$10.1K	0.33%	58
2019 Q1	$308	Buy	2,815 +143	+5%	+$15K	0.27%	72
2018 Q4	$254	Sell	2,672 -50	-2%	-$5.23K	0.22%	76
2018 Q3	$290K	Hold	2,722	–	–	0.25%	69
2018 Q2	$267K	Buy	2,722 +500	+23%	+$49.1K	0.29%	67
2018 Q1	$254K	Buy	+2,222	New	+$215K	0.24%	64

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Titus Wealth Management's AXP Position: Q2 2022 in Review

Titus Wealth Management increased its American Express (AXP) stake by 106% in Q2 2022, buying an estimated $335K and bringing the position to 3,948 shares worth $547K. The position accounts for 0.27% of the portfolio, ranked #62.

Titus Wealth Management first reported a position in AXP in Q1 2018 and has held it in 14 quarters since. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

Titus Wealth Management held 3,948 shares of American Express worth $547K as of Q2 2022.
Titus Wealth Management bought 2,030 American Express shares in Q2 2022, an estimated $335K.
American Express made up 0.27% of Titus Wealth Management's portfolio in Q2 2022, its #62 holding.
Titus Wealth Management first reported a position in American Express in Q1 2018 and has held it in 14 quarters since.
1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.