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TrinityPoint Wealth’s American Express AXP Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$1.77M Buy
5,961
+154
+3% +$44.2K 0.25% 98
2024
Q3 		$1.57M Sell
5,807
-6
-0.1% -$1.49K 0.23% 103
2024
Q2 		$1.35M Buy
5,813
+10
+0.2% +$2.32K 0.21% 111
2024
Q1 		$1.32M Buy
5,803
+36
+0.6% +$7.46K 0.22% 106
2023
Q4 		$1.08M Buy
5,767
+43
+0.8% +$6.92K 0.2% 121
2023
Q3 		$854K Buy
5,724
+38
+0.7% +$6.22K 0.17% 131
2023
Q2 		$990K Buy
5,686
+26
+0.5% +$4.2K 0.19% 117
2023
Q1 		$934K Sell
5,660
-169
-3% -$28K 0.2% 120
2022
Q4 		$861K Buy
5,829
+34
+0.6% +$5.04K 0.2% 120
2022
Q3 		$782K Sell
5,795
-10,455
-64% -$1.58M 0.18% 126
2022
Q2 		$2.25M Buy
16,250
+863
+6% +$143K 0.5% 56
2022
Q1 		$2.88M Sell
15,387
-1,108
-7% -$200K 0.52% 52
2021
Q4 		$2.7M Sell
16,495
-216
-1% -$36.8K 0.48% 55
2021
Q3 		$2.8M Sell
16,711
-11
-0.1% -$1.84K 0.54% 53
2021
Q2 		$2.76M Sell
16,722
-1,933
-10% -$303K 0.56% 49
2021
Q1 		$2.64M Buy
18,655
+224
+1% +$29.6K 0.61% 46
2020
Q4 		$2.14M Sell
18,431
-1,431
-7% -$158K 0.51% 53
2020
Q3 		$1.99M Buy
19,862
+14,226
+252% +$1.4M 0.55% 49
2020
Q2 		$537K Sell
5,636
-275
-5% -$25.3K 0.17% 124
2020
Q1 		$506K Sell
5,911
-351
-6% -$40.8K 0.2% 122
2019
Q4 		$780K Buy
6,262
+17
+0.3% +$2.03K 0.26% 97
2019
Q3 		$747K Buy
6,245
+16
+0.3% +$1.96K 0.26% 106
2019
Q2 		$797K Sell
6,229
-89
-1% -$10.5K 0.38% 67
2019
Q1 		$691K Sell
6,318
-82
-1% -$8.62K 0.34% 82
2018
Q4 		$610K Buy
+6,400
New +$670K 0.37% 73

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TrinityPoint Wealth's AXP Position: Q4 2024 in Review

TrinityPoint Wealth increased its American Express (AXP) stake by 2.7% in Q4 2024, buying an estimated $44.2K and bringing the position to 5,961 shares worth $1.77M. The position accounts for 0.25% of the portfolio, ranked #98.

TrinityPoint Wealth first reported a position in AXP in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.88M in Q1 2022. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • TrinityPoint Wealth held 5,961 shares of American Express worth $1.77M as of Q4 2024.
  • TrinityPoint Wealth bought 154 American Express shares in Q4 2024, an estimated $44.2K.
  • American Express made up 0.25% of TrinityPoint Wealth's portfolio in Q4 2024, its #98 holding.
  • TrinityPoint Wealth first reported a position in American Express in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's American Express position peaked at $2.88M in Q1 2022.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.