Advisory Alpha’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 | $726K | Buy |
2,277
+417
| +22% | +$133K | 0.02% | 212 |
|
|
2025
Q1 | $501K | Buy |
1,860
+253
| +16% | +$68.1K | 0.02% | 252 |
|
|
2024
Q4 | $477K | Buy |
1,607
+543
| +51% | +$161K | 0.02% | 244 |
|
|
2024
Q3 | $289K | Buy |
1,064
+86
| +9% | +$23.3K | 0.01% | 315 |
|
|
2024
Q2 | $226K | Buy |
978
+47
| +5% | +$10.9K | 0.01% | 346 |
|
|
2024
Q1 | $212K | Buy |
+931
| New | +$212K | 0.01% | 367 |
|
|
2023
Q3 | – | Sell |
-1,619
| Closed | -$282K | – | 303 |
|
|
2023
Q2 | $282K | Buy |
1,619
+2
| +0.1% | +$348 | 0.01% | 265 |
|
|
2023
Q1 | $267K | Buy |
1,617
+11
| +0.7% | +$1.81K | 0.02% | 235 |
|
|
2022
Q4 | $237K | Sell |
1,606
-180
| -10% | -$26.6K | 0.02% | 232 |
|
|
2022
Q3 | $241K | Buy |
1,786
+160
| +10% | +$21.6K | 0.02% | 218 |
|
|
2022
Q2 | $226K | Buy |
1,626
+1
| +0.1% | +$139 | 0.02% | 225 |
|
|
2022
Q1 | $304K | Buy |
1,625
+2
| +0.1% | +$374 | 0.02% | 211 |
|
|
2021
Q4 | $266K | Sell |
1,623
-762
| -32% | -$125K | 0.02% | 228 |
|
|
2021
Q3 | $400K | Buy |
2,385
+263
| +12% | +$44.1K | 0.03% | 177 |
|
|
2021
Q2 | $351K | Sell |
2,122
-498
| -19% | -$82.4K | 0.03% | 143 |
|
|
2021
Q1 | $371K | Buy |
2,620
+1
| +0% | +$142 | 0.04% | 120 |
|
|
2020
Q4 | $317K | Sell |
2,619
-48
| -2% | -$5.81K | 0.06% | 77 |
|
|
2020
Q3 | $276K | Sell |
2,667
-100
| -4% | -$10.3K | 0.06% | 72 |
|
|
2020
Q2 | $281K | Buy |
+2,767
| New | +$281K | 0.06% | 88 |
|
|
2020
Q1 | – | Sell |
-2,530
| Closed | -$325K | – | 716 |
|
|
2019
Q4 | $325K | Sell |
2,530
-70
| -3% | -$9K | 0.08% | 96 |
|
|
2019
Q3 | $296K | Buy |
2,600
+45
| +2% | +$5.13K | 0.09% | 85 |
|
|
2019
Q2 | $319K | Buy |
2,555
+21
| +0.8% | +$2.62K | 0.11% | 79 |
|
|
2019
Q1 | $297K | Hold |
2,534
| – | – | 0.11% | 83 |
|
|
2018
Q4 | $267K | Buy |
+2,534
| New | +$267K | 0.13% | 71 |
|