SEC 13F Intelligence

Silicon Hills Wealth Management, LLC / AXP

Silicon Hills Wealth Management, LLC’s American Express Co Position

Does Silicon Hills Wealth Management, LLC own American Express Co (AXP)? Yes — 10.5K shares worth $2M (+1.03% of its 13F portfolio) as of Q2 2023.

Position Value
$2M
Q2 2023
Shares
10.5K
% of Portfolio
+1.03%
Quarters Held
15
currently held

Position History AXP

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $715,000Q2 ’20: $795,000Q2 ’20Q3 ’20: $838,000Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ2 ’22Q3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202310.5K$2M+1.03%
Q1 202310.5K$2M+1.04%
Q4 202210.5K$2M+1.15%
Q3 202210.5K$1M+1.12%
Q2 202210.5K$1M+1.06%
Q1 202212.3K$2M+1.47%
Q4 202114.1K$2M+1.43%
Q3 202114.1K$2M+1.62%
Q2 20218.7K$1M+1.12%
Q1 20218.4K$1M+1.08%
Q4 20208.4K$1M+0.91%
Q3 20208.4K$838,000+0.87%
Q2 20208.4K$795,000+0.95%
Q1 20208.4K$715,000+0.95%
Q4 20193$1M+0.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Silicon Hills Wealth Management, LLC’s full portfolio or all institutional holders of AXP.