AXP AMERICAN EXPRESS CO

Ownership history in GDS Wealth Management  ·  15 quarters on record

This page tracks every 13F SEC filing in which GDS Wealth Management reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.69% (2024 Q4)
Avg. % of fund
1.28%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 67,934 -134 -0.2% 1.57% $25.1M $369.13
2025 Q3 ADDED 68,068 +1,474 +2.2% 1.49% $22.6M $330.59
2025 Q2 ADDED 66,594 +1,973 +3.1% 1.55% $21.2M $316.67
2025 Q1 ADDED 64,621 +2,153 +3.4% 1.48% $17.4M $266.22
2024 Q4 ADDED 62,468 +2,231 +3.7% 1.69% $18.5M $292.98
2024 Q3 ADDED 60,237 +3,459 +6.1% 1.59% $16.3M $267.02
2024 Q2 ADDED 56,778 +4,249 +8.1% 1.44% $13.1M $227.30
2024 Q1 ADDED 52,529 +5,460 +11.6% 1.40% $12.0M $222.82
2023 Q4 ADDED 47,069 +7,527 +19.0% 1.19% $8.8M $182.74
2023 Q3 ADDED 39,542 +3,999 +11.3% 0.93% $5.9M $144.93
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AXP price (monthly, adj. close)
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