Ameritas Advisory Services’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 | $1.11M | Sell |
3,478
-19
| -0.5% | -$6.06K | 0.06% | 319 |
|
|
2025
Q1 | $989K | Sell |
3,497
-2,562
| -42% | -$724K | 0.04% | 395 |
|
|
2024
Q4 | $1.8M | Buy |
6,059
+2,217
| +58% | +$658K | 0.06% | 283 |
|
|
2024
Q3 | $1.04M | Sell |
3,842
-6,623
| -63% | -$1.8M | 0.05% | 369 |
|
|
2024
Q2 | $2.42M | Buy |
10,465
+237
| +2% | +$54.9K | 0.09% | 218 |
|
|
2024
Q1 | $2.37M | Buy |
10,228
+6,413
| +168% | +$1.49M | 0.1% | 205 |
|
|
2023
Q4 | $764K | Sell |
3,815
-4,429
| -54% | -$887K | 0.04% | 342 |
|
|
2023
Q3 | $1.24M | Buy |
8,244
+2,826
| +52% | +$426K | 0.06% | 290 |
|
|
2023
Q2 | $920K | Sell |
5,418
-4,180
| -44% | -$710K | 0.12% | 192 |
|
|
2023
Q1 | $1.57M | Buy |
9,598
+743
| +8% | +$122K | 0.08% | 232 |
|
|
2022
Q4 | $1.31M | Buy |
8,855
+1,738
| +24% | +$257K | 0.06% | 288 |
|
|
2022
Q3 | $960K | Buy |
7,117
+155
| +2% | +$20.9K | 0.06% | 285 |
|
|
2022
Q2 | $965K | Hold |
6,962
| – | – | 0.06% | 296 |
|
|
2022
Q1 | $1.3M | Buy |
6,962
+300
| +5% | +$56.1K | 0.05% | 282 |
|
|
2021
Q4 | $1.09M | Buy |
+6,662
| New | +$1.09M | 0.04% | 318 |
|