Accredited Investors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
4,967
+626
| +14% | +$200K | 0.09% | 76 |
|
|
2025
Q1 | $1.17M | Buy |
4,341
+14
| +0.3% | +$3.77K | 0.07% | 82 |
|
|
2024
Q4 | $1.28M | Sell |
4,327
-199
| -4% | -$59.1K | 0.08% | 79 |
|
|
2024
Q3 | $1.23M | Buy |
4,526
+873
| +24% | +$237K | 0.07% | 87 |
|
|
2024
Q2 | $846K | Sell |
3,653
-175
| -5% | -$40.5K | 0.05% | 95 |
|
|
2024
Q1 | $872K | Buy |
3,828
+85
| +2% | +$19.4K | 0.06% | 96 |
|
|
2023
Q4 | $701K | Buy |
3,743
+35
| +0.9% | +$6.56K | 0.05% | 104 |
|
|
2023
Q3 | $553K | Buy |
3,708
+256
| +7% | +$38.2K | 0.04% | 104 |
|
|
2023
Q2 | $601K | Buy |
3,452
+431
| +14% | +$75.1K | 0.04% | 100 |
|
|
2023
Q1 | $498K | Buy |
3,021
+5
| +0.2% | +$825 | 0.04% | 108 |
|
|
2022
Q4 | $446K | Sell |
3,016
-66
| -2% | -$9.75K | 0.04% | 111 |
|
|
2022
Q3 | $416K | Buy |
3,082
+13
| +0.4% | +$1.76K | 0.05% | 106 |
|
|
2022
Q2 | $425K | Sell |
3,069
-6
| -0.2% | -$831 | 0.05% | 110 |
|
|
2022
Q1 | $575K | Buy |
3,075
+15
| +0.5% | +$2.81K | 0.05% | 102 |
|
|
2021
Q4 | $501K | Sell |
3,060
-585
| -16% | -$95.8K | 0.04% | 114 |
|
|
2021
Q3 | $611K | Sell |
3,645
-134
| -4% | -$22.5K | 0.07% | 90 |
|
|
2021
Q2 | $624K | Buy |
3,779
+140
| +4% | +$23.1K | 0.06% | 91 |
|
|
2021
Q1 | $515K | Sell |
3,639
-249
| -6% | -$35.2K | 0.07% | 96 |
|
|
2020
Q4 | $470K | Buy |
3,888
+115
| +3% | +$13.9K | 0.08% | 94 |
|
|
2020
Q3 | $378K | Buy |
3,773
+980
| +35% | +$98.2K | 0.08% | 95 |
|
|
2020
Q2 | $266K | Buy |
2,793
+9
| +0.3% | +$857 | 0.05% | 113 |
|
|
2020
Q1 | $238K | Buy |
2,784
+5
| +0.2% | +$427 | 0.06% | 114 |
|
|
2019
Q4 | $346K | Buy |
2,779
+6
| +0.2% | +$747 | 0.06% | 104 |
|
|
2019
Q3 | $328K | Buy |
2,773
+5
| +0.2% | +$591 | 0.06% | 104 |
|
|
2019
Q2 | $342K | Sell |
2,768
-325
| -11% | -$40.2K | 0.07% | 101 |
|
|
2019
Q1 | $338K | Buy |
3,093
+326
| +12% | +$35.6K | 0.07% | 99 |
|
|
2018
Q4 | $264K | Sell |
2,767
-100
| -3% | -$9.54K | 0.06% | 102 |
|
|
2018
Q3 | $305K | Hold |
2,867
| – | – | 0.08% | 96 |
|
|
2018
Q2 | $281K | Hold |
2,867
| – | – | 0.07% | 90 |
|
|
2018
Q1 | $267K | Sell |
2,867
-156
| -5% | -$14.5K | 0.07% | 84 |
|
|
2017
Q4 | $300K | Sell |
3,023
-34
| -1% | -$3.37K | 0.08% | 86 |
|
|
2017
Q3 | $277K | Sell |
3,057
-220
| -7% | -$19.9K | 0.08% | 93 |
|
|
2017
Q2 | $276K | Buy |
3,277
+103
| +3% | +$8.68K | 0.07% | 78 |
|
|
2017
Q1 | $251K | Buy |
3,174
+15
| +0.5% | +$1.19K | 0.06% | 87 |
|
|
2016
Q4 | $234K | Buy |
3,159
+12
| +0.4% | +$889 | 0.06% | 86 |
|
|
2016
Q3 | $202K | Buy |
+3,147
| New | +$202K | 0.06% | 93 |
|
|
2016
Q1 | – | Sell |
-3,164
| Closed | -$221K | – | 97 |
|
|
2015
Q4 | $221K | Buy |
3,164
+32
| +1% | +$2.24K | 0.05% | 82 |
|
|
2015
Q3 | $233K | Sell |
3,132
-16
| -0.5% | -$1.19K | 0.06% | 75 |
|
|
2015
Q2 | $245K | Sell |
3,148
-8
| -0.3% | -$623 | 0.06% | 68 |
|
|
2015
Q1 | $247K | Sell |
3,156
-95
| -3% | -$7.44K | 0.06% | 62 |
|
|
2014
Q4 | $303K | Buy |
3,251
+7
| +0.2% | +$652 | 0.09% | 56 |
|
|
2014
Q3 | $284K | Sell |
3,244
-202
| -6% | -$17.7K | 0.09% | 56 |
|
|
2014
Q2 | $327K | Sell |
3,446
-164
| -5% | -$15.6K | 0.11% | 48 |
|
|
2014
Q1 | $325K | Buy |
3,610
+8
| +0.2% | +$720 | 0.11% | 46 |
|
|
2013
Q4 | $327K | Sell |
3,602
-191
| -5% | -$17.3K | 0.11% | 41 |
|
|
2013
Q3 | $287K | Sell |
3,793
-389
| -9% | -$29.4K | 0.11% | 46 |
|
|
2013
Q2 | $313K | Buy |
+4,182
| New | +$313K | 0.12% | 41 |
|