Allegheny Financial Group’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 | $1.25M | Sell |
3,920
-646
| -14% | -$206K | 0.28% | 67 |
|
|
2025
Q1 | $1.23M | Sell |
4,566
-55
| -1% | -$14.8K | 0.32% | 60 |
|
|
2024
Q4 | $1.37M | Sell |
4,621
-49
| -1% | -$14.5K | 0.35% | 55 |
|
|
2024
Q3 | $1.27M | Buy |
4,670
+120
| +3% | +$32.5K | 0.31% | 66 |
|
|
2024
Q2 | $1.05M | Buy |
4,550
+2
| +0% | +$463 | 0.3% | 64 |
|
|
2024
Q1 | $1.04M | Sell |
4,548
-32
| -0.7% | -$7.29K | 0.32% | 59 |
|
|
2023
Q4 | $858K | Buy |
4,580
+62
| +1% | +$11.6K | 0.28% | 72 |
|
|
2023
Q3 | $674K | Buy |
4,518
+43
| +1% | +$6.42K | 0.25% | 74 |
|
|
2023
Q2 | $780K | Buy |
4,475
+2
| +0% | +$348 | 0.37% | 51 |
|
|
2023
Q1 | $738K | Sell |
4,473
-30
| -0.7% | -$4.95K | 0.3% | 68 |
|
|
2022
Q4 | $665K | Buy |
4,503
+17
| +0.4% | +$2.51K | 0.28% | 73 |
|
|
2022
Q3 | $605K | Buy |
4,486
+101
| +2% | +$13.6K | 0.28% | 70 |
|
|
2022
Q2 | $608K | Sell |
4,385
-32
| -0.7% | -$4.44K | 0.28% | 72 |
|
|
2022
Q1 | $826K | Buy |
4,417
+5
| +0.1% | +$935 | 0.35% | 57 |
|
|
2021
Q4 | $722K | Buy |
4,412
+1
| +0% | +$164 | 0.29% | 66 |
|
|
2021
Q3 | $739K | Sell |
4,411
-87
| -2% | -$14.6K | 0.34% | 54 |
|
|
2021
Q2 | $743K | Buy |
4,498
+45
| +1% | +$7.43K | 0.34% | 54 |
|
|
2021
Q1 | $630K | Buy |
4,453
+2
| +0% | +$283 | 0.46% | 42 |
|
|
2020
Q4 | $538K | Buy |
+4,451
| New | +$538K | 0.29% | 59 |
|