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Wagner Wealth Management (South Carolina)’s American Express AXP Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-1,033
Closed -$139K – 268
2022
Q3 		$139K Sell
1,033
-26
-2% -$3.94K 0.1% 122
2022
Q2 		$147K Sell
1,059
-58
-5% -$9.58K 0.12% 120
2022
Q1 		$209K Buy
1,117
+303
+37% +$54.7K 0.15% 122
2021
Q4 		$133K Buy
814
+152
+23% +$25.9K 0.1% 156
2021
Q3 		$115K Buy
662
+182
+38% +$30.4K 0.09% 159
2021
Q2 		$79K Buy
480
+430
+860% +$67.3K 0.06% 209
2021
Q1 		$7K Buy
+50
New +$6.61K 0.01% 496
2018
Q3 		$27K Hold
251
– – 0.02% 312
2018
Q2 		$25K Buy
251
+60
+31% +$5.9K 0.02% 292
2018
Q1 		$18K Buy
191
+10
+6% +$969 0.01% 305
2017
Q4 		$18K Buy
+181
New +$17.2K 0.01% 315

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AXP Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of American Express (AXP) in Q4 2022, closing a stake of 1,033 shares — an estimated $139K sold.

Wagner Wealth Management (South Carolina) first reported a position in AXP in Q4 2017 and held it in 11 quarters. The position peaked at $209K in Q1 2022. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining American Express position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 1,033 American Express shares in Q4 2022, an estimated $139K.
  • Wagner Wealth Management (South Carolina) first reported a position in American Express in Q4 2017 and held it in 11 quarters.
  • Wagner Wealth Management (South Carolina)'s American Express position peaked at $209K in Q1 2022.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.