Wolf Group Capital Advisors
- SEC CIK
- 0001579111
- Latest filing
- Apr 18, 2025
AXP holding history
American Express Co in every 13F filed by Wolf Group Capital Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AXP overviewAll 13F holders of AXPFull Q1 2025 holdings
- Shares (Q1 2025)
- 8,832
- Value
- $2.38M
- % of portfolio
- 0.8%
- Quarters held
- 13
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 8,832 | $2.38M | 0.8% | −2,327−20.9% | Reduced | Holders |
| Q4 2024 | 11,159 | $1.94M | 1.0% | 00.0% | Unchanged | Holders |
| Q3 2024 | 11,159 | $1.94M | 0.9% | +1,291+13.1% | Added | Holders |
| Q2 2024 | 9,868 | $2.28M | 0.9% | −1,291−11.6% | Reduced | Holders |
| Q1 2024 | 11,159 | $1.94M | 0.9% | 00.0% | Unchanged | Holders |
| Q4 2023 | 11,159 | $1.94M | 0.9% | +317+2.9% | Added | Holders |
| Q3 2023 | 10,842 | $1.62M | 0.8% | −373−3.3% | Reduced | Holders |
| Q2 2023 | 11,215 | $1.82M | 0.9% | −691−5.8% | Reduced | Holders |
| Q1 2023 | 11,906 | $1.96M | 1.0% | −1,210−9.2% | Reduced | Holders |
| Q4 2022 | 13,116 | $1.94M | 0.9% | −205−1.5% | Reduced | Holders |
| Q3 2022 | 13,321 | $1.80M | 1.0% | +10+0.1% | Added | Holders |
| Q2 2022 | 13,311 | $1.84M | 1.0% | +2,101+18.7% | Added | Holders |
| Q1 2022 | 11,210 | $2.10M | 1.1% | +11,210 | New | Holders |