AFT Forsyth & Company’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 | $847K | Sell |
2,656
-50
| -2% | -$15.9K | 0.43% | 49 |
|
|
2025
Q1 | $728K | Hold |
2,706
| – | – | 0.39% | 59 |
|
|
2024
Q4 | $803K | Buy |
2,706
+45
| +2% | +$13.4K | 0.39% | 55 |
|
|
2024
Q3 | $722K | Hold |
2,661
| – | – | 0.36% | 62 |
|
|
2024
Q2 | $616K | Buy |
2,661
+400
| +18% | +$92.6K | 0.3% | 72 |
|
|
2024
Q1 | $515K | Sell |
2,261
-550
| -20% | -$125K | 0.29% | 82 |
|
|
2023
Q4 | $527K | Hold |
2,811
| – | – | 0.33% | 78 |
|
|
2023
Q3 | $419K | Buy |
2,811
+76
| +3% | +$11.3K | 0.31% | 82 |
|
|
2023
Q2 | $476K | Sell |
2,735
-351
| -11% | -$61.1K | 0.34% | 79 |
|
|
2023
Q1 | $509K | Buy |
3,086
+15
| +0.5% | +$2.47K | 0.39% | 75 |
|
|
2022
Q4 | $454K | Sell |
3,071
-45
| -1% | -$6.65K | 0.39% | 78 |
|
|
2022
Q3 | $420K | Hold |
3,116
| – | – | 0.37% | 81 |
|
|
2022
Q2 | $432K | Buy |
3,116
+30
| +1% | +$4.16K | 0.35% | 84 |
|
|
2022
Q1 | $577K | Sell |
3,086
-2,600
| -46% | -$486K | 0.37% | 79 |
|
|
2021
Q4 | $930K | Buy |
5,686
+685
| +14% | +$112K | 0.48% | 61 |
|
|
2021
Q3 | $838K | Buy |
5,001
+215
| +4% | +$36K | 0.45% | 68 |
|
|
2021
Q2 | $791K | Sell |
4,786
-75
| -2% | -$12.4K | 0.42% | 76 |
|
|
2021
Q1 | $688K | Buy |
4,861
+10
| +0.2% | +$1.42K | 0.41% | 85 |
|
|
2020
Q4 | $587K | Sell |
4,851
-70
| -1% | -$8.47K | 0.37% | 91 |
|
|
2020
Q3 | $493K | Hold |
4,921
| – | – | 0.37% | 82 |
|
|
2020
Q2 | $468K | Sell |
4,921
-3,605
| -42% | -$343K | 0.39% | 77 |
|
|
2020
Q1 | $730K | Sell |
8,526
-655
| -7% | -$56.1K | 0.73% | 46 |
|
|
2019
Q4 | $1.14M | Hold |
9,181
| – | – | 0.87% | 39 |
|
|
2019
Q3 | $1.09M | Hold |
9,181
| – | – | 0.9% | 35 |
|
|
2019
Q2 | $1.13M | Buy |
9,181
+100
| +1% | +$12.3K | 0.93% | 31 |
|
|
2019
Q1 | $993K | Buy |
9,081
+345
| +4% | +$37.7K | 0.86% | 40 |
|
|
2018
Q4 | $833K | Buy |
8,736
+490
| +6% | +$46.7K | 0.83% | 46 |
|
|
2018
Q3 | $878K | Hold |
8,246
| – | – | 0.73% | 48 |
|
|
2018
Q2 | $808K | Buy |
8,246
+766
| +10% | +$75.1K | 0.71% | 51 |
|
|
2018
Q1 | $698K | Buy |
7,480
+550
| +8% | +$51.3K | 0.65% | 53 |
|
|
2017
Q4 | $688K | Buy |
+6,930
| New | +$688K | 0.67% | 49 |
|
|
2013
Q3 | $693K | Hold |
9,175
| – | – | 0.9% | 33 |
|
|
2013
Q2 | $686K | Buy |
+9,175
| New | +$686K | 0.98% | 30 |
|