Allred Capital 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 | $508K | Sell |
1,591
-198
| -11% | -$63.2K | 0.19% | 99 |
|
|
2025
Q1 | $481K | Buy |
1,789
+1
| +0.1% | +$269 | 0.19% | 103 |
|
|
2024
Q4 | $531K | Buy |
1,788
+2
| +0.1% | +$594 | 0.21% | 102 |
|
|
2024
Q3 | $484K | Buy |
1,786
+2
| +0.1% | +$542 | 0.19% | 106 |
|
|
2024
Q2 | $413K | Sell |
1,784
-53
| -3% | -$12.3K | 0.16% | 121 |
|
|
2024
Q1 | $418K | Buy |
1,837
+57
| +3% | +$13K | 0.16% | 122 |
|
|
2023
Q4 | $334K | Buy |
1,780
+2
| +0.1% | +$375 | 0.15% | 130 |
|
|
2023
Q3 | $265K | Sell |
1,778
-1
| -0.1% | -$149 | 0.13% | 131 |
|
|
2023
Q2 | $310K | Sell |
1,779
-146
| -8% | -$25.4K | 0.15% | 117 |
|
|
2023
Q1 | $318K | Sell |
1,925
-95
| -5% | -$15.7K | 0.17% | 112 |
|
|
2022
Q4 | $299K | Buy |
2,020
+251
| +14% | +$37.1K | 0.16% | 115 |
|
|
2022
Q3 | $238K | Hold |
1,769
| – | – | 0.15% | 130 |
|
|
2022
Q2 | $245K | Sell |
1,769
-128
| -7% | -$17.7K | 0.15% | 134 |
|
|
2022
Q1 | $354K | Sell |
1,897
-70
| -4% | -$13.1K | 0.19% | 120 |
|
|
2021
Q4 | $321K | Sell |
1,967
-8
| -0.4% | -$1.31K | 0.16% | 141 |
|
|
2021
Q3 | $331K | Sell |
1,975
-262
| -12% | -$43.9K | 0.17% | 135 |
|
|
2021
Q2 | $369K | Sell |
2,237
-14
| -0.6% | -$2.31K | 0.18% | 130 |
|
|
2021
Q1 | $318K | Buy |
2,251
+47
| +2% | +$6.65K | 0.14% | 145 |
|
|
2020
Q4 | $266K | Sell |
2,204
-186
| -8% | -$22.4K | 0.15% | 146 |
|
|
2020
Q3 | $239K | Sell |
2,390
-300
| -11% | -$30K | 0.14% | 140 |
|
|
2020
Q2 | $256K | Buy |
2,690
+115
| +4% | +$10.9K | 0.16% | 127 |
|
|
2020
Q1 | $220K | Sell |
2,575
-503
| -16% | -$43K | 0.17% | 125 |
|
|
2019
Q4 | $383K | Sell |
3,078
-38
| -1% | -$4.73K | 0.21% | 98 |
|
|
2019
Q3 | $363K | Sell |
3,116
-548
| -15% | -$63.8K | 0.22% | 110 |
|
|
2019
Q2 | $458K | Buy |
3,664
+41
| +1% | +$5.13K | 0.26% | 103 |
|
|
2019
Q1 | $402K | Buy |
3,623
+186
| +5% | +$20.6K | 0.23% | 117 |
|
|
2018
Q4 | $327K | Buy |
+3,437
| New | +$327K | 0.22% | 118 |
|