Allen Capital 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 | $259K | Buy |
811
+58
| +8% | +$18.5K | 0.03% | 235 |
|
|
2025
Q1 | $203K | Buy |
+753
| New | +$203K | 0.02% | 235 |
|
|
2021
Q3 | – | Sell |
-1,431
| Closed | -$236K | – | 154 |
|
|
2021
Q2 | $236K | Sell |
1,431
-9
| -0.6% | -$1.48K | 0.05% | 132 |
|
|
2021
Q1 | $204K | Buy |
+1,440
| New | +$204K | 0.04% | 142 |
|
|
2020
Q2 | – | Sell |
-2,669
| Closed | -$228K | – | 126 |
|
|
2020
Q1 | $228K | Sell |
2,669
-3,238
| -55% | -$277K | 0.07% | 110 |
|
|
2019
Q4 | $735K | Buy |
5,907
+200
| +4% | +$24.9K | 0.19% | 82 |
|
|
2019
Q3 | $650K | Buy |
5,707
+218
| +4% | +$24.8K | 0.2% | 79 |
|
|
2019
Q2 | $678K | Buy |
5,489
+279
| +5% | +$34.5K | 0.22% | 75 |
|
|
2019
Q1 | $569K | Sell |
5,210
-687
| -12% | -$75K | 0.19% | 78 |
|
|
2018
Q4 | $593K | Sell |
5,897
-40
| -0.7% | -$4.02K | 0.21% | 74 |
|
|
2018
Q3 | $632K | Sell |
5,937
-113
| -2% | -$12K | 0.21% | 75 |
|
|
2018
Q2 | $593K | Hold |
6,050
| – | – | 0.22% | 69 |
|
|
2018
Q1 | $564K | Buy |
6,050
+556
| +10% | +$51.8K | 0.22% | 65 |
|
|
2017
Q4 | $546K | Buy |
+5,494
| New | +$546K | 0.24% | 65 |
|