AE Wealth 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 | $4.55M | Buy |
14,255
+1,435
| +11% | +$458K | 0.03% | 367 |
|
|
2025
Q1 | $3.45M | Sell |
12,820
-673
| -5% | -$181K | 0.03% | 418 |
|
|
2024
Q4 | $4M | Buy |
13,493
+333
| +3% | +$98.8K | 0.03% | 383 |
|
|
2024
Q3 | $3.57M | Sell |
13,160
-1,819
| -12% | -$493K | 0.03% | 402 |
|
|
2024
Q2 | $3.47M | Buy |
14,979
+2,894
| +24% | +$670K | 0.03% | 404 |
|
|
2024
Q1 | $2.75M | Sell |
12,085
-59,183
| -83% | -$13.5M | 0.03% | 417 |
|
|
2023
Q4 | $14.4M | Sell |
71,268
-16,917
| -19% | -$3.41M | 0.07% | 312 |
|
|
2023
Q3 | $13.2M | Buy |
88,185
+8,661
| +11% | +$1.29M | 0.08% | 311 |
|
|
2023
Q2 | $13.9M | Buy |
79,524
+7,426
| +10% | +$1.29M | 0.08% | 288 |
|
|
2023
Q1 | $11.9M | Buy |
72,098
+26,825
| +59% | +$4.42M | 0.08% | 312 |
|
|
2022
Q4 | $6.69M | Sell |
45,273
-24,970
| -36% | -$3.69M | 0.05% | 404 |
|
|
2022
Q3 | $9.48M | Buy |
70,243
+3,540
| +5% | +$478K | 0.08% | 285 |
|
|
2022
Q2 | $9.25M | Buy |
66,703
+7,413
| +13% | +$1.03M | 0.07% | 288 |
|
|
2022
Q1 | $11.1M | Buy |
59,290
+11,231
| +23% | +$2.1M | 0.08% | 264 |
|
|
2021
Q4 | $7.86M | Buy |
48,059
+3,716
| +8% | +$608K | 0.05% | 319 |
|
|
2021
Q3 | $7.43M | Buy |
44,343
+15,097
| +52% | +$2.53M | 0.06% | 289 |
|
|
2021
Q2 | $4.83M | Buy |
29,246
+2,397
| +9% | +$396K | 0.04% | 375 |
|
|
2021
Q1 | $3.8M | Buy |
26,849
+4,082
| +18% | +$577K | 0.04% | 376 |
|
|
2020
Q4 | $2.75M | Sell |
22,767
-5,554
| -20% | -$672K | 0.03% | 405 |
|
|
2020
Q3 | $2.84M | Buy |
28,321
+1,854
| +7% | +$186K | 0.04% | 340 |
|
|
2020
Q2 | $2.52M | Buy |
26,467
+911
| +4% | +$86.7K | 0.04% | 342 |
|
|
2020
Q1 | $2.19M | Buy |
25,556
+5,253
| +26% | +$450K | 0.05% | 287 |
|
|
2019
Q4 | $2.53M | Buy |
20,303
+2,473
| +14% | +$308K | 0.05% | 293 |
|
|
2019
Q3 | $2.11M | Buy |
17,830
+337
| +2% | +$39.9K | 0.06% | 267 |
|
|
2019
Q2 | $2.16M | Buy |
17,493
+4,460
| +34% | +$550K | 0.06% | 229 |
|
|
2019
Q1 | $1.42M | Buy |
13,033
+2,587
| +25% | +$283K | 0.1% | 171 |
|
|
2018
Q4 | $996K | Buy |
10,446
+32
| +0.3% | +$3.05K | 0.17% | 145 |
|
|
2018
Q3 | $1.11M | Buy |
10,414
+1,229
| +13% | +$131K | 0.06% | 204 |
|
|
2018
Q2 | $900K | Buy |
9,185
+2,058
| +29% | +$202K | 0.06% | 176 |
|
|
2018
Q1 | $665K | Buy |
7,127
+241
| +3% | +$22.5K | 0.05% | 218 |
|
|
2017
Q4 | $684K | Sell |
6,886
-10,378
| -60% | -$1.03M | 0.06% | 206 |
|
|
2017
Q3 | $1.56M | Buy |
17,264
+3,341
| +24% | +$302K | 0.14% | 101 |
|
|
2017
Q2 | $1.17M | Buy |
+13,923
| New | +$1.17M | 0.14% | 124 |
|