United Bank (Virginia)’s American Express AXP Stock Holding History

United Bank (Virginia)’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	–	Sell	-1,505	Closed	-$225K	–	150
2023 Q3	$225K	Hold	1,505	–	–	0.03%	131
2023 Q2	$262K	Hold	1,505	–	–	0.03%	132
2023 Q1	$248K	Hold	1,505	–	–	0.03%	138
2022 Q4	$222K	Hold	1,505	–	–	0.03%	142
2022 Q3	$203K	Buy	+1,505	New	+$228K	0.03%	147
2022 Q2	–	Sell	-1,430	Closed	-$268K	–	153
2022 Q1	$268K	Sell	1,430 -145	-9%	-$26.2K	0.04%	141
2021 Q4	$258K	Hold	1,575	–	–	0.03%	151
2021 Q3	$264K	Buy	1,575 +100	+7%	+$16.7K	0.04%	147
2021 Q2	$244K	Hold	1,475	–	–	0.03%	152
2021 Q1	$208K	Buy	+1,475	New	+$195K	0.03%	168

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

United Bank (Virginia)'s AXP Position: Q4 2023 in Review

United Bank (Virginia) sold out of American Express (AXP) in Q4 2023, closing a stake of 1,505 shares — an estimated $225K sold.

United Bank (Virginia) first reported a position in AXP in Q1 2021 and held it in 10 quarters. The position peaked at $268K in Q1 2022. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

United Bank (Virginia) reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
United Bank (Virginia) sold 1,505 American Express shares in Q4 2023, an estimated $225K.
United Bank (Virginia) first reported a position in American Express in Q1 2021 and held it in 10 quarters.
United Bank (Virginia)'s American Express position peaked at $268K in Q1 2022.
2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on United Bank (Virginia)'s 13F filing for Q4 2023, filed 7 Feb 2024.