Wintrust Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $159K | Sell |
535
-385
| -42% | -$111K | 0.14% | 119 |
|
|
2024
Q3 | $249K | Sell |
920
-8,350
| -90% | -$2.08M | 0.18% | 107 |
|
|
2024
Q2 | $2.15M | Sell |
9,270
-335
| -3% | -$77.6K | 0.17% | 114 |
|
|
2024
Q1 | $2.19M | Sell |
9,605
-343
| -3% | -$71.1K | 0.19% | 110 |
|
|
2023
Q4 | $1.86M | Sell |
9,948
-273
| -3% | -$43.9K | 0.18% | 118 |
|
|
2023
Q3 | $1.52M | Sell |
10,221
-242
| -2% | -$39.6K | 0.16% | 129 |
|
|
2023
Q2 | $1.82M | Sell |
10,463
-440
| -4% | -$71K | 0.18% | 110 |
|
|
2023
Q1 | $1.8M | Buy |
10,903
+176
| +2% | +$29.2K | 0.23% | 84 |
|
|
2022
Q4 | $1.58M | Buy |
10,727
+121
| +1% | +$17.9K | 0.21% | 100 |
|
|
2022
Q3 | $1.43M | Buy |
10,606
+367
| +4% | +$55.6K | 0.18% | 110 |
|
|
2022
Q2 | $1.42M | Sell |
10,239
-596
| -6% | -$98.4K | 0.17% | 114 |
|
|
2022
Q1 | $2.03M | Sell |
10,835
-124
| -1% | -$22.4K | 0.2% | 96 |
|
|
2021
Q4 | $1.79M | Sell |
10,959
-393
| -3% | -$67K | 0.17% | 113 |
|
|
2021
Q3 | $1.9M | Sell |
11,352
-23
| -0.2% | -$3.85K | 0.26% | 74 |
|
|
2021
Q2 | $1.88M | Buy |
+11,375
| New | +$1.78M | 0.19% | 104 |
|
|
2020
Q3 | – | Sell |
-11,141
| Closed | -$1.06M | – | 352 |
|
|
2020
Q2 | $1.06M | Buy |
11,141
+1,032
| +10% | +$95K | 0.15% | 113 |
|
|
2020
Q1 | $865K | Buy |
10,109
+130
| +1% | +$15.1K | 0.14% | 118 |
|
|
2019
Q4 | $1.24M | Buy |
9,979
+165
| +2% | +$19.7K | 0.17% | 105 |
|
|
2019
Q3 | $1.16M | Sell |
9,814
-48
| -0.5% | -$5.89K | 0.17% | 109 |
|
|
2019
Q2 | $1.22M | Buy |
9,862
+2,688
| +37% | +$316K | 0.18% | 102 |
|
|
2019
Q1 | $784K | Buy |
7,174
+1,030
| +17% | +$108K | 0.13% | 142 |
|
|
2018
Q4 | $586K | Buy |
6,144
+364
| +6% | +$38.1K | 0.11% | 161 |
|
|
2018
Q3 | $616K | Sell |
5,780
-475
| -8% | -$49.4K | 0.1% | 188 |
|
|
2018
Q2 | $613K | Sell |
6,255
-275
| -4% | -$27K | 0.11% | 179 |
|
|
2018
Q1 | $609K | Sell |
6,530
-6,225
| -49% | -$603K | 0.15% | 123 |
|
|
2017
Q4 | $1.27M | Hold |
12,755
| – | – | 0.3% | 77 |
|
|
2017
Q3 | $1.15M | Sell |
12,755
-102
| -0.8% | -$8.77K | 0.29% | 77 |
|
|
2017
Q2 | $1.08M | Sell |
12,857
-2,380
| -16% | -$188K | 0.29% | 84 |
|
|
2017
Q1 | $1.21M | Buy |
15,237
+9,342
| +158% | +$730K | 0.34% | 69 |
|
|
2016
Q4 | $437K | Sell |
5,895
-5,380
| -48% | -$372K | 0.18% | 116 |
|
|
2016
Q3 | $742K | Buy |
11,275
+6,260
| +125% | +$402K | 0.34% | 52 |
|
|
2016
Q2 | $5K | Buy |
+5,015
| New | +$318K | 0.01% | 170 |
|
Other funds holding AXP
Wintrust Investments's AXP Position: Q4 2024 in Review
Wintrust Investments reduced its American Express (AXP) stake by 42% in Q4 2024, selling an estimated $111K and leaving 535 shares worth $159K. The position accounts for 0.14% of the portfolio, ranked #119.
Wintrust Investments first reported a position in AXP in Q2 2016 and has held it in 32 quarters since. The position peaked at $2.19M in Q1 2024. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.
- Wintrust Investments held 535 shares of American Express worth $159K as of Q4 2024.
- Wintrust Investments sold 385 American Express shares in Q4 2024, an estimated $111K.
- American Express made up 0.14% of Wintrust Investments's portfolio in Q4 2024, its #119 holding.
- Wintrust Investments first reported a position in American Express in Q2 2016 and has held it in 32 quarters since.
- Wintrust Investments's American Express position peaked at $2.19M in Q1 2024.
- 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.