Tower View Wealth Management’s American Express AXP Stock Holding History

Tower View 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	–	Sell	-200	Closed	-$37K	–	164
2022 Q1	$37K	Hold	200	–	–	0.02%	108
2021 Q4	$33K	Hold	200	–	–	0.02%	113
2021 Q3	$34K	Buy	+200	New	+$33.4K	0.02%	115
2018 Q4	–	Sell	-21	Closed	-$2K	–	138
2018 Q3	$2K	Sell	21 -25	-54%	-$2.6K	﹤0.01%	151
2018 Q2	$5K	Buy	+46	New	+$4.52K	﹤0.01%	126

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

Tower View Wealth Management's AXP Position: Q2 2022 in Review

Tower View Wealth Management sold out of American Express (AXP) in Q2 2022, closing a stake of 200 shares — an estimated $37K sold.

Tower View Wealth Management first reported a position in AXP in Q2 2018 and held it in 5 quarters. The position peaked at $37K in Q1 2022. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

Tower View Wealth Management reported no remaining American Express position as of Q2 2022 after selling out during the quarter.
Tower View Wealth Management sold 200 American Express shares in Q2 2022, an estimated $37K.
Tower View Wealth Management first reported a position in American Express in Q2 2018 and held it in 5 quarters.
Tower View Wealth Management's American Express position peaked at $37K in Q1 2022.
1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.