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Voisard Asset Management Group’s American Express AXP Stock Holding History

Voisard Asset Management Group’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 		– Sell
-369
Closed -$100K – 122
2024
Q3 		$100K Buy
369
+14
+4% +$3.49K 0.04% 132
2024
Q2 		$82.2K Hold
355
– – 0.04% 120
2024
Q1 		$80.8K Buy
355
+50
+16% +$10.4K 0.05% 106
2023
Q4 		$57.1K Buy
+305
New +$49.1K 0.03% 129

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

Voisard Asset Management Group's AXP Position: Q4 2024 in Review

Voisard Asset Management Group sold out of American Express (AXP) in Q4 2024, closing a stake of 369 shares — an estimated $100K sold.

Voisard Asset Management Group first reported a position in AXP in Q4 2023 and held it in 4 quarters. The position peaked at $100K in Q3 2024. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Voisard Asset Management Group reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 369 American Express shares in Q4 2024, an estimated $100K.
  • Voisard Asset Management Group first reported a position in American Express in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's American Express position peaked at $100K in Q3 2024.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.