Advisory Services Network’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 | $11.1M | Buy |
37,069
+10,787
| +41% | +$3.23M | 0.18% | 120 |
|
|
2025
Q1 | $7.07M | Sell |
26,282
-3,590
| -12% | -$966K | 0.14% | 164 |
|
|
2024
Q4 | $8.87M | Buy |
29,872
+4,288
| +17% | +$1.27M | 0.17% | 124 |
|
|
2024
Q3 | $5.92M | Hold |
25,584
| – | – | 0.12% | 178 |
|
|
2024
Q2 | $5.92M | Sell |
25,584
-1,697
| -6% | -$393K | 0.12% | 178 |
|
|
2024
Q1 | $6.21M | Buy |
27,281
+2,748
| +11% | +$626K | 0.14% | 171 |
|
|
2023
Q4 | $4.6M | Buy |
24,533
+1,539
| +7% | +$288K | 0.11% | 204 |
|
|
2023
Q3 | $3.43M | Sell |
22,994
-627
| -3% | -$93.5K | 0.09% | 248 |
|
|
2023
Q2 | $4.11M | Buy |
23,621
+6,473
| +38% | +$1.13M | 0.11% | 212 |
|
|
2023
Q1 | $2.83M | Buy |
17,148
+98
| +0.6% | +$16.2K | 0.08% | 295 |
|
|
2022
Q4 | $2.52M | Sell |
17,050
-2,163
| -11% | -$320K | 0.08% | 301 |
|
|
2022
Q3 | $2.59M | Sell |
19,213
-441
| -2% | -$59.5K | 0.09% | 265 |
|
|
2022
Q2 | $2.73M | Buy |
19,654
+1,013
| +5% | +$140K | 0.09% | 258 |
|
|
2022
Q1 | $3.49M | Sell |
18,641
-804
| -4% | -$150K | 0.1% | 233 |
|
|
2021
Q4 | $3.18M | Buy |
19,445
+3,787
| +24% | +$620K | 0.09% | 270 |
|
|
2021
Q3 | $2.62M | Buy |
15,658
+912
| +6% | +$153K | 0.08% | 303 |
|
|
2021
Q2 | $2.44M | Buy |
14,746
+1,503
| +11% | +$248K | 0.08% | 330 |
|
|
2021
Q1 | $1.87M | Buy |
13,243
+139
| +1% | +$19.7K | 0.07% | 365 |
|
|
2020
Q4 | $1.58M | Sell |
13,104
-4,209
| -24% | -$509K | 0.06% | 364 |
|
|
2020
Q3 | $1.74M | Sell |
17,313
-5,102
| -23% | -$512K | 0.08% | 280 |
|
|
2020
Q2 | $2.14M | Sell |
22,415
-2,646
| -11% | -$252K | 0.12% | 223 |
|
|
2020
Q1 | $2.15M | Buy |
25,061
+7,191
| +40% | +$616K | 0.14% | 185 |
|
|
2019
Q4 | $2.22M | Buy |
17,870
+3,321
| +23% | +$413K | 0.12% | 213 |
|
|
2019
Q3 | $1.8M | Hold |
14,549
| – | – | 0.11% | 241 |
|
|
2019
Q2 | $1.8M | Sell |
14,549
-40
| -0.3% | -$4.94K | 0.11% | 241 |
|
|
2019
Q1 | $1.59M | Buy |
14,589
+2,179
| +18% | +$238K | 0.11% | 243 |
|
|
2018
Q4 | $1.18M | Sell |
12,410
-1,209
| -9% | -$115K | 0.1% | 269 |
|
|
2018
Q3 | $1.45M | Sell |
13,619
-1,592
| -10% | -$169K | 0.11% | 258 |
|
|
2018
Q2 | $1.56M | Sell |
15,211
-2,285
| -13% | -$234K | 0.12% | 230 |
|
|
2018
Q1 | $1.63M | Buy |
17,496
+1,853
| +12% | +$173K | 0.13% | 208 |
|
|
2017
Q4 | $1.55M | Buy |
15,643
+9,630
| +160% | +$957K | 0.14% | 201 |
|
|
2017
Q3 | $544K | Buy |
6,013
+378
| +7% | +$34.2K | 0.06% | 377 |
|
|
2017
Q2 | $475K | Buy |
5,635
+25
| +0.4% | +$2.11K | 0.06% | 394 |
|
|
2017
Q1 | $444K | Buy |
+5,610
| New | +$444K | 0.06% | 379 |
|
|
2016
Q3 | $137K | Buy |
2,140
+201
| +10% | +$12.9K | 0.03% | 608 |
|
|
2016
Q2 | $118K | Buy |
1,939
+298
| +18% | +$18.1K | 0.03% | 568 |
|
|
2016
Q1 | $101K | Buy |
1,641
+891
| +119% | +$54.8K | 0.03% | 508 |
|
|
2015
Q4 | $52K | Sell |
750
-56
| -7% | -$3.88K | 0.02% | 572 |
|
|
2015
Q3 | $60K | Buy |
806
+62
| +8% | +$4.62K | 0.02% | 497 |
|
|
2015
Q2 | $58K | Sell |
744
-1,123
| -60% | -$87.5K | 0.02% | 475 |
|
|
2015
Q1 | $149K | Buy |
1,867
+977
| +110% | +$78K | 0.04% | 321 |
|
|
2014
Q4 | $78K | Buy |
+890
| New | +$78K | 0.02% | 364 |
|
|
2014
Q1 | – | Sell |
-3,186
| Closed | -$289K | – | 244 |
|
|
2013
Q4 | $289K | Buy |
+3,186
| New | +$289K | 0.15% | 139 |
|