Traverso Chambers Private Wealth Management’s American Express AXP Stock Holding History

Traverso Chambers Private 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 Q4	$2.47M	Hold	13,191	–	–	0.6%	30
2023 Q3	$1.97M	Sell	13,191 -4	-0%	-$654	0.53%	30
2023 Q2	$2.3M	Sell	13,195 -5	-0%	-$807	0.6%	30
2023 Q1	$2.18M	Hold	13,200	–	–	0.6%	27
2022 Q4	$1.95M	Sell	13,200 -15	-0.1%	-$2.22K	0.56%	28
2022 Q3	$1.78M	Hold	13,215	–	–	0.55%	30
2022 Q2	$1.83M	Hold	13,215	–	–	0.61%	25
2022 Q1	$2.47M	Buy	13,215 +6,699	+103%	+$1.21M	0.74%	26
2021 Q4	$1.07M	Hold	6,516	–	–	0.32%	43
2021 Q3	$1.09M	Hold	6,516	–	–	0.34%	41
2021 Q2	$1.08M	Hold	6,516	–	–	0.34%	41
2021 Q1	$922K	Hold	6,516	–	–	0.31%	42
2020 Q4	$788K	Sell	6,516 -36	-0.5%	-$3.99K	0.28%	44
2020 Q3	$657K	Hold	6,552	–	–	0.25%	49
2020 Q2	$624K	Hold	6,552	–	–	0.26%	49
2020 Q1	$561K	Hold	6,552	–	–	0.26%	48
2019 Q4	$816K	Sell	6,552 -430	-6%	-$51.4K	0.35%	41
2019 Q3	$826K	Hold	6,982	–	–	0.39%	36
2019 Q2	$873K	Sell	6,982 -27	-0.4%	-$3.17K	0.43%	36
2019 Q1	$766K	Hold	7,009	–	–	0.38%	38
2018 Q4	$668K	Buy	+7,009	New	+$733K	0.36%	40

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Traverso Chambers Private Wealth Management's AXP Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its American Express (AXP) position steady in Q4 2023 at 13,191 shares worth $2.47M. The position accounts for 0.6% of the portfolio, ranked #30.

Traverso Chambers Private Wealth Management first reported a position in AXP in Q4 2018 and has held it in 21 quarters since. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

Traverso Chambers Private Wealth Management held 13,191 shares of American Express worth $2.47M as of Q4 2023.
Traverso Chambers Private Wealth Management left its American Express share count unchanged in Q4 2023.
American Express made up 0.6% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #30 holding.
Traverso Chambers Private Wealth Management first reported a position in American Express in Q4 2018 and has held it in 21 quarters since.
2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.