Caliber Wealth Management, LLC
- SEC CIK
- 0001800453
- Latest filing
- Apr 25, 2024
AXP holding history
American Express Co in every 13F filed by Caliber Wealth Management, LLC, 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 2024 holdings
- Shares (Q1 2024)
- 13,837
- Value
- $3.15M
- % of portfolio
- 1.7%
- Quarters held
- 8
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 13,837 | $3.15M | 1.7% | +86+0.6% | Added | Holders |
| Q4 2023 | 13,751 | $2.58M | 1.5% | +454+3.4% | Added | Holders |
| Q3 2023 | 13,297 | $1.98M | 1.3% | +889+7.2% | Added | Holders |
| Q2 2023 | 12,408 | $2.16M | 1.4% | +536+4.5% | Added | Holders |
| Q1 2023 | 11,872 | $1.96M | 1.5% | +2,805+30.9% | Added | Holders |
| Q4 2022 | 9,067 | $1.34M | 1.0% | −1,649−15.4% | Reduced | Holders |
| Q3 2022 | 10,716 | $1.45M | 1.1% | +344+3.3% | Added | Holders |
| Q2 2022 | 10,372 | $1.44M | 1.1% | +10,372 | New | Holders |