AR
Advisory Research’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
5,301
-88
| -2% | -$28.1K | 0.26% | 80 |
|
|
2025
Q1 | $1.45M | Sell |
5,389
-239
| -4% | -$64.3K | 0.26% | 80 |
|
|
2024
Q4 | $1.67M | Sell |
5,628
-849
| -13% | -$252K | 0.28% | 76 |
|
|
2024
Q3 | $1.76M | Sell |
6,477
-429
| -6% | -$116K | 0.31% | 75 |
|
|
2024
Q2 | $1.6M | Sell |
6,906
-1,041
| -13% | -$241K | 0.3% | 79 |
|
|
2024
Q1 | $1.81M | Sell |
7,947
-101
| -1% | -$23K | 0.36% | 69 |
|
|
2023
Q4 | $1.51M | Sell |
8,048
-507
| -6% | -$95K | 0.23% | 113 |
|
|
2023
Q3 | $1.28M | Sell |
8,555
-586
| -6% | -$87.4K | 0.18% | 161 |
|
|
2023
Q2 | $1.59M | Buy |
9,141
+1,079
| +13% | +$188K | 0.2% | 145 |
|
|
2023
Q1 | $1.33M | Hold |
8,062
| – | – | 0.22% | 115 |
|
|
2022
Q4 | $1.19M | Hold |
8,062
| – | – | 0.11% | 134 |
|
|
2022
Q3 | $1.09M | Sell |
8,062
-66
| -0.8% | -$8.91K | 0.11% | 152 |
|
|
2022
Q2 | $1.13M | Buy |
8,128
+8
| +0.1% | +$1.11K | 0.11% | 145 |
|
|
2022
Q1 | $1.52M | Sell |
8,120
-3,337
| -29% | -$624K | 0.12% | 135 |
|
|
2021
Q4 | $1.87M | Buy |
11,457
+539
| +5% | +$88.2K | 0.15% | 125 |
|
|
2021
Q3 | $1.83M | Sell |
10,918
-63
| -0.6% | -$10.6K | 0.12% | 134 |
|
|
2021
Q2 | $1.82M | Sell |
10,981
-2,974
| -21% | -$492K | 0.12% | 147 |
|
|
2021
Q1 | $1.97M | Sell |
13,955
-471
| -3% | -$66.6K | 0.14% | 127 |
|
|
2020
Q4 | $1.74M | Sell |
14,426
-131
| -0.9% | -$15.8K | 0.13% | 133 |
|
|
2020
Q3 | $1.46M | Sell |
14,557
-1,751
| -11% | -$175K | 0.14% | 131 |
|
|
2020
Q2 | $1.55M | Sell |
16,308
-5,091
| -24% | -$485K | 0.14% | 129 |
|
|
2020
Q1 | $1.83M | Buy |
21,399
+1,829
| +9% | +$157K | 0.13% | 94 |
|
|
2019
Q4 | $2.44M | Sell |
19,570
-173
| -0.9% | -$21.5K | 0.11% | 109 |
|
|
2019
Q3 | $2.34M | Sell |
19,743
-317
| -2% | -$37.5K | 0.11% | 116 |
|
|
2019
Q2 | $2.48M | Sell |
20,060
-581
| -3% | -$71.7K | 0.05% | 172 |
|
|
2019
Q1 | $2.26M | Sell |
20,641
-991
| -5% | -$108K | 0.04% | 174 |
|
|
2018
Q4 | $2.06M | Hold |
21,632
| – | – | 0.04% | 183 |
|
|
2018
Q3 | $2.3M | Sell |
21,632
-532
| -2% | -$56.7K | 0.04% | 186 |
|
|
2018
Q2 | $2.17M | Sell |
22,164
-1,711
| -7% | -$168K | 0.03% | 206 |
|
|
2018
Q1 | $2.23M | Sell |
23,875
-1,111
| -4% | -$104K | 0.04% | 203 |
|
|
2017
Q4 | $2.48M | Buy |
24,986
+158
| +0.6% | +$15.7K | 0.04% | 198 |
|
|
2017
Q3 | $2.25M | Sell |
24,828
-7,017
| -22% | -$635K | 0.04% | 205 |
|
|
2017
Q2 | $2.68M | Sell |
31,845
-2,809
| -8% | -$237K | 0.04% | 193 |
|
|
2017
Q1 | $2.74M | Sell |
34,654
-13,216
| -28% | -$1.05M | 0.04% | 213 |
|
|
2016
Q4 | $3.55M | Sell |
47,870
-7,494
| -14% | -$555K | 0.05% | 158 |
|
|
2016
Q3 | $3.55M | Buy |
55,364
+258
| +0.5% | +$16.5K | 0.06% | 129 |
|
|
2016
Q2 | $3.35M | Sell |
55,106
-58,590
| -52% | -$3.56M | 0.06% | 129 |
|
|
2016
Q1 | $6.98M | Sell |
113,696
-163,560
| -59% | -$10M | 0.13% | 111 |
|
|
2015
Q4 | $19.3M | Sell |
277,256
-2,687
| -1% | -$187K | 0.29% | 93 |
|
|
2015
Q3 | $20.8M | Buy |
279,943
+2,910
| +1% | +$216K | 0.3% | 90 |
|
|
2015
Q2 | $21.5M | Buy |
277,033
+40,243
| +17% | +$3.13M | 0.24% | 104 |
|
|
2015
Q1 | $18.5M | Buy |
236,790
+12,228
| +5% | +$955K | 0.2% | 108 |
|
|
2014
Q4 | $20.9M | Sell |
224,562
-20,822
| -8% | -$1.94M | 0.22% | 110 |
|
|
2014
Q3 | $21.5M | Sell |
245,384
-12,387
| -5% | -$1.08M | 0.21% | 106 |
|
|
2014
Q2 | $24.5M | Sell |
257,771
-8,029
| -3% | -$762K | 0.23% | 103 |
|
|
2014
Q1 | $23.9M | Sell |
265,800
-16,722
| -6% | -$1.51M | 0.25% | 94 |
|
|
2013
Q4 | $25.6M | Sell |
282,522
-12,375
| -4% | -$1.12M | 0.26% | 98 |
|
|
2013
Q3 | $22.3M | Buy |
294,897
+1,123
| +0.4% | +$84.8K | 0.24% | 107 |
|
|
2013
Q2 | $22M | Buy |
+293,774
| New | +$22M | 0.25% | 105 |
|