Wealthcare Capital Management’s American Express AXP Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-132	Closed	-$19K	–	131
2021 Q1	$19K	Buy	+132	New	+$17.4K	﹤0.01%	214
2020 Q1	–	Sell	-55	Closed	-$7K	–	280
2019 Q4	$7K	Buy	+55	New	+$6.57K	﹤0.01%	210
2015 Q4	–	Sell	-604	Closed	-$45K	–	222
2015 Q3	$45K	Hold	604	–	–	0.01%	95
2015 Q2	$47K	Sell	604 -37	-6%	-$2.94K	0.01%	106
2015 Q1	$50K	Buy	641 +37	+6%	+$3.07K	0.01%	248
2014 Q4	$56K	Hold	604	–	–	0.01%	82
2014 Q3	$53K	Hold	604	–	–	0.01%	83
2014 Q2	$57K	Hold	604	–	–	0.01%	78
2014 Q1	$54K	Sell	604 -59	-9%	-$5.27K	0.01%	79
2013 Q4	$60K	Hold	663	–	–	0.01%	41
2013 Q3	$50K	Hold	663	–	–	0.01%	43
2013 Q2	$50K	Buy	+663	New	+$47.2K	0.01%	42

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthcare Capital Management's AXP Position: Q2 2021 in Review

Wealthcare Capital Management sold out of American Express (AXP) in Q2 2021, closing a stake of 132 shares — an estimated $19K sold.

Wealthcare Capital Management first reported a position in AXP in Q2 2013 and held it in 12 quarters. The position peaked at $60K in Q4 2013. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

Wealthcare Capital Management reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 132 American Express shares in Q2 2021, an estimated $19K.
Wealthcare Capital Management first reported a position in American Express in Q2 2013 and held it in 12 quarters.
Wealthcare Capital Management's American Express position peaked at $60K in Q4 2013.
1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.