Americana Partners’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
$2.59M Sell
8,116
-1,340
-14% -$427K 0.09% 172
2025
Q1
$2.54M Buy
9,456
+258
+3% +$69.4K 0.1% 155
2024
Q4
$2.73M Sell
9,198
-574
-6% -$170K 0.11% 157
2024
Q3
$2.65M Buy
9,772
+42
+0.4% +$11.4K 0.18% 119
2024
Q2
$2.25M Sell
9,730
-29
-0.3% -$6.72K 0.18% 126
2024
Q1
$2.22M Sell
9,759
-655
-6% -$149K 0.19% 125
2023
Q4
$2.06M Sell
10,414
-438
-4% -$86.5K 0.2% 114
2023
Q3
$1.59M Sell
10,852
-5,383
-33% -$790K 0.17% 114
2023
Q2
$2.83M Sell
16,235
-3,518
-18% -$613K 0.36% 74
2023
Q1
$3.26M Sell
19,753
-305
-2% -$50.3K 0.51% 51
2022
Q4
$2.96M Sell
20,058
-914
-4% -$135K 0.51% 52
2022
Q3
$2.83M Buy
20,972
+464
+2% +$62.6K 0.51% 55
2022
Q2
$2.84M Buy
20,508
+10,285
+101% +$1.43M 0.51% 56
2022
Q1
$1.91M Sell
10,223
-9,904
-49% -$1.85M 0.59% 40
2021
Q4
$3.29M Buy
20,127
+3,615
+22% +$591K 0.6% 48
2021
Q3
$2.77M Buy
16,512
+14,516
+727% +$2.43M 0.67% 38
2021
Q2
$329K Buy
+1,996
New +$329K 0.17% 91
2020
Q1
Sell
-241
Closed -$30K 141
2019
Q4
$30K Buy
+241
New +$30K 0.02% 290