Advisors Capital Management’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 | $1.74M | Buy |
5,454
+865
| +19% | +$276K | 0.02% | 264 |
|
|
2025
Q1 | $1.23M | Sell |
4,589
-12
| -0.3% | -$3.23K | 0.02% | 271 |
|
|
2024
Q4 | $1.37M | Buy |
4,601
+175
| +4% | +$51.9K | 0.02% | 273 |
|
|
2024
Q3 | $1.2M | Sell |
4,426
-151
| -3% | -$41K | 0.02% | 274 |
|
|
2024
Q2 | $1.06M | Buy |
4,577
+113
| +3% | +$26.2K | 0.02% | 288 |
|
|
2024
Q1 | $1.02M | Buy |
4,464
+260
| +6% | +$59.2K | 0.02% | 290 |
|
|
2023
Q4 | $788K | Buy |
+4,204
| New | +$788K | 0.02% | 305 |
|
|
2023
Q3 | – | Sell |
-4,632
| Closed | -$807K | – | 413 |
|
|
2023
Q2 | $807K | Buy |
4,632
+188
| +4% | +$32.8K | 0.02% | 268 |
|
|
2023
Q1 | $733K | Sell |
4,444
-116
| -3% | -$19.1K | 0.02% | 260 |
|
|
2022
Q4 | $674K | Sell |
4,560
-123
| -3% | -$18.2K | 0.02% | 273 |
|
|
2022
Q3 | $722K | Buy |
4,683
+93
| +2% | +$14.3K | 0.02% | 277 |
|
|
2022
Q2 | $636K | Sell |
4,590
-363
| -7% | -$50.3K | 0.02% | 279 |
|
|
2022
Q1 | $926K | Sell |
4,953
-606
| -11% | -$113K | 0.03% | 253 |
|
|
2021
Q4 | $910K | Buy |
5,559
+682
| +14% | +$112K | 0.02% | 264 |
|
|
2021
Q3 | $817K | Buy |
4,877
+1,042
| +27% | +$175K | 0.02% | 262 |
|
|
2021
Q2 | $634K | Sell |
3,835
-43
| -1% | -$7.11K | 0.02% | 270 |
|
|
2021
Q1 | $548K | Buy |
3,878
+688
| +22% | +$97.2K | 0.02% | 266 |
|
|
2020
Q4 | $385K | Buy |
+3,190
| New | +$385K | 0.01% | 275 |
|
|
2020
Q2 | – | Sell |
-16,434
| Closed | -$1.41M | – | 297 |
|
|
2020
Q1 | $1.41M | Buy |
16,434
+3,170
| +24% | +$271K | 0.09% | 159 |
|
|
2019
Q4 | $1.65M | Buy |
13,264
+10,304
| +348% | +$1.28M | 0.08% | 192 |
|
|
2019
Q3 | $350K | Buy |
+2,960
| New | +$350K | 0.02% | 249 |
|