Allen Mooney & Barnes Investment Advisors’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 | $21.2M | Sell |
66,587
-463
| -0.7% | -$148K | 3.49% | 6 |
|
|
2025
Q1 | $18M | Sell |
67,050
-1,603
| -2% | -$431K | 2.93% | 5 |
|
|
2024
Q4 | $20.4M | Sell |
68,653
-2,215
| -3% | -$657K | 3.44% | 5 |
|
|
2024
Q3 | $19.2M | Sell |
70,868
-1,983
| -3% | -$538K | 3.27% | 5 |
|
|
2024
Q2 | $16.9M | Buy |
72,851
+723
| +1% | +$167K | 3.02% | 7 |
|
|
2024
Q1 | $15.7M | Sell |
72,128
-112
| -0.2% | -$24.4K | 3.02% | 6 |
|
|
2023
Q4 | $13.5M | Buy |
72,240
+572
| +0.8% | +$107K | 2.57% | 10 |
|
|
2023
Q3 | $10.7M | Buy |
71,668
+4,080
| +6% | +$609K | 2.28% | 14 |
|
|
2023
Q2 | $11.8M | Sell |
67,588
-216
| -0.3% | -$37.6K | 2.61% | 8 |
|
|
2023
Q1 | $11.2M | Buy |
67,804
+1,873
| +3% | +$309K | 2.68% | 9 |
|
|
2022
Q4 | $9.74M | Buy |
65,931
+862
| +1% | +$127K | 2.34% | 16 |
|
|
2022
Q3 | $8.78M | Buy |
65,069
+943
| +1% | +$127K | 2.35% | 13 |
|
|
2022
Q2 | $8.89M | Buy |
64,126
+3,848
| +6% | +$533K | 2.28% | 12 |
|
|
2022
Q1 | $11.3M | Buy |
+60,278
| New | +$11.3M | 2.5% | 7 |
|