Addison Capital’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 | $684K | Hold |
2,144
| – | – | 0.24% | 86 |
|
2025
Q1 | $577K | Hold |
2,144
| – | – | 0.23% | 85 |
|
2024
Q4 | $636K | Sell |
2,144
-35
| -2% | -$10.4K | 0.25% | 84 |
|
2024
Q3 | $591K | Sell |
2,179
-75
| -3% | -$20.3K | 0.24% | 85 |
|
2024
Q2 | $522K | Hold |
2,254
| – | – | 0.23% | 87 |
|
2024
Q1 | $513K | Buy |
2,254
+35
| +2% | +$7.97K | 0.25% | 78 |
|
2023
Q4 | $416K | Sell |
2,219
-275
| -11% | -$51.5K | 0.26% | 72 |
|
2023
Q3 | $372K | Hold |
2,494
| – | – | 0.29% | 68 |
|
2023
Q2 | $434K | Hold |
2,494
| – | – | 0.31% | 66 |
|
2023
Q1 | $411K | Hold |
2,494
| – | – | 0.31% | 64 |
|
2022
Q4 | $368K | Hold |
2,494
| – | – | 0.23% | 89 |
|
2022
Q3 | $336K | Hold |
2,494
| – | – | 0.21% | 93 |
|
2022
Q2 | $346K | Hold |
2,494
| – | – | 0.2% | 99 |
|
2022
Q1 | $466K | Hold |
2,494
| – | – | 0.22% | 90 |
|
2021
Q4 | $408K | Hold |
2,494
| – | – | 0.18% | 91 |
|
2021
Q3 | $418K | Hold |
2,494
| – | – | 0.19% | 76 |
|
2021
Q2 | $412K | Hold |
2,494
| – | – | 0.2% | 79 |
|
2021
Q1 | $353K | Hold |
2,494
| – | – | 0.2% | 81 |
|
2020
Q4 | $302K | Buy |
+2,494
| New | +$302K | 0.18% | 83 |
|