Advisornet Financial’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 | $192K | Buy |
602
+198
| +49% | +$63.1K | 0.01% | 577 |
|
|
2025
Q1 | $109K | Sell |
404
-111
| -22% | -$29.8K | 0.01% | 700 |
|
|
2024
Q4 | $153K | Sell |
515
-164
| -24% | -$48.6K | 0.01% | 567 |
|
|
2024
Q3 | $184K | Buy |
679
+269
| +66% | +$73K | 0.01% | 544 |
|
|
2024
Q2 | $94.9K | Buy |
410
+1
| +0.2% | +$231 | 0.01% | 654 |
|
|
2024
Q1 | $93.2K | Sell |
409
-126
| -24% | -$28.7K | 0.01% | 652 |
|
|
2023
Q4 | $100K | Buy |
535
+71
| +15% | +$13.3K | 0.01% | 643 |
|
|
2023
Q3 | $69.2K | Sell |
464
-3,989
| -90% | -$595K | 0.01% | 706 |
|
|
2023
Q2 | $776K | Sell |
4,453
-181
| -4% | -$31.5K | 0.07% | 239 |
|
|
2023
Q1 | $764K | Buy |
4,634
+71
| +2% | +$11.7K | 0.07% | 241 |
|
|
2022
Q4 | $674K | Sell |
4,563
-1,272
| -22% | -$188K | 0.07% | 260 |
|
|
2022
Q3 | $787K | Buy |
5,835
+49
| +0.8% | +$6.61K | 0.08% | 242 |
|
|
2022
Q2 | $802K | Sell |
5,786
-641
| -10% | -$88.8K | 0.08% | 243 |
|
|
2022
Q1 | $1.2M | Buy |
6,427
+1,659
| +35% | +$310K | 0.08% | 220 |
|
|
2021
Q4 | $780K | Buy |
4,768
+39
| +0.8% | +$6.38K | 0.05% | 311 |
|
|
2021
Q3 | $792K | Sell |
4,729
-68
| -1% | -$11.4K | 0.06% | 283 |
|
|
2021
Q2 | $793K | Buy |
4,797
+4
| +0.1% | +$661 | 0.05% | 304 |
|
|
2021
Q1 | $678K | Buy |
4,793
+5
| +0.1% | +$707 | 0.05% | 312 |
|
|
2020
Q4 | $579K | Sell |
4,788
-792
| -14% | -$95.8K | 0.05% | 315 |
|
|
2020
Q3 | $559K | Buy |
5,580
+506
| +10% | +$50.7K | 0.05% | 323 |
|
|
2020
Q2 | $483K | Sell |
5,074
-380
| -7% | -$36.2K | 0.04% | 347 |
|
|
2020
Q1 | $467K | Buy |
5,454
+235
| +5% | +$20.1K | 0.04% | 322 |
|
|
2019
Q4 | $650K | Sell |
5,219
-285
| -5% | -$35.5K | 0.06% | 297 |
|
|
2019
Q3 | $651K | Sell |
5,504
-345
| -6% | -$40.8K | 0.06% | 284 |
|
|
2019
Q2 | $722K | Sell |
5,849
-85
| -1% | -$10.5K | 0.08% | 244 |
|
|
2019
Q1 | $649K | Buy |
5,934
+1,045
| +21% | +$114K | 0.08% | 244 |
|
|
2018
Q4 | $466K | Sell |
4,889
-141
| -3% | -$13.4K | 0.06% | 257 |
|
|
2018
Q3 | $536K | Buy |
5,030
+2,741
| +120% | +$292K | 0.07% | 253 |
|
|
2018
Q2 | $224K | Buy |
2,289
+2
| +0.1% | +$196 | 0.03% | 379 |
|
|
2018
Q1 | $213K | Buy |
2,287
+763
| +50% | +$71.1K | 0.03% | 382 |
|
|
2017
Q4 | $151K | Buy |
+1,524
| New | +$151K | 0.02% | 394 |
|