Ameritas Investment 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 | $1.67M | Sell |
5,224
-64
| -1% | -$20.4K | 0.05% | 405 |
|
|
2025
Q1 | $1.42M | Sell |
5,288
-134
| -2% | -$36.1K | 0.05% | 470 |
|
|
2024
Q4 | $1.61M | Sell |
5,422
-267
| -5% | -$79.2K | 0.05% | 439 |
|
|
2024
Q3 | $1.54M | Sell |
5,689
-291
| -5% | -$78.9K | 0.05% | 459 |
|
|
2024
Q2 | $1.38M | Sell |
5,980
-206
| -3% | -$47.7K | 0.05% | 476 |
|
|
2024
Q1 | $1.41M | Sell |
6,186
-231
| -4% | -$52.6K | 0.05% | 491 |
|
|
2023
Q4 | $1.2M | Sell |
6,417
-298
| -4% | -$55.8K | 0.04% | 544 |
|
|
2023
Q3 | $1M | Sell |
6,715
-362
| -5% | -$54K | 0.04% | 567 |
|
|
2023
Q2 | $1.23M | Sell |
7,077
-254
| -3% | -$44.2K | 0.05% | 501 |
|
|
2023
Q1 | $1.21M | Sell |
7,331
-58
| -0.8% | -$9.57K | 0.05% | 504 |
|
|
2022
Q4 | $1.14M | Sell |
7,389
-176
| -2% | -$27.1K | 0.05% | 529 |
|
|
2022
Q3 | $1.02M | Sell |
7,565
-251
| -3% | -$33.8K | 0.05% | 503 |
|
|
2022
Q2 | $1.08M | Sell |
7,816
-305
| -4% | -$42.3K | 0.05% | 502 |
|
|
2022
Q1 | $1.52M | Sell |
8,121
-428
| -5% | -$80K | 0.05% | 435 |
|
|
2021
Q4 | $1.4M | Sell |
8,549
-441
| -5% | -$72.2K | 0.05% | 492 |
|
|
2021
Q3 | $1.51M | Sell |
8,990
-223
| -2% | -$37.4K | 0.05% | 414 |
|
|
2021
Q2 | $1.52M | Sell |
9,213
-142
| -2% | -$23.5K | 0.05% | 424 |
|
|
2021
Q1 | $1.32M | Sell |
9,355
-458
| -5% | -$64.7K | 0.05% | 481 |
|
|
2020
Q4 | $1.19M | Sell |
9,813
-488
| -5% | -$59K | 0.05% | 464 |
|
|
2020
Q3 | $1.03M | Sell |
10,301
-493
| -5% | -$49.4K | 0.05% | 447 |
|
|
2020
Q2 | $1.03M | Sell |
10,794
-340
| -3% | -$32.3K | 0.05% | 449 |
|
|
2020
Q1 | $953K | Sell |
11,134
-137
| -1% | -$11.7K | 0.05% | 393 |
|
|
2019
Q4 | $1.4M | Sell |
11,271
-263
| -2% | -$32.7K | 0.06% | 377 |
|
|
2019
Q3 | $1.36M | Sell |
11,534
-435
| -4% | -$51.4K | 0.06% | 378 |
|
|
2019
Q2 | $1.48M | Sell |
11,969
-566
| -5% | -$69.8K | 0.07% | 342 |
|
|
2019
Q1 | $1.37M | Hold |
12,535
| – | – | 0.06% | 375 |
|
|
2018
Q4 | $1.2M | Sell |
12,535
-632
| -5% | -$60.3K | 0.07% | 380 |
|
|
2018
Q3 | $1.4M | Sell |
13,167
-373
| -3% | -$39.7K | 0.06% | 381 |
|
|
2018
Q2 | $1.33M | Sell |
13,540
-1,523
| -10% | -$149K | 0.06% | 408 |
|
|
2018
Q1 | $1.41M | Sell |
15,063
-914
| -6% | -$85.3K | 0.07% | 389 |
|
|
2017
Q4 | $1.58M | Sell |
15,977
-1,338
| -8% | -$132K | 0.07% | 348 |
|
|
2017
Q3 | $1.49M | Hold |
17,315
| – | – | 0.07% | 352 |
|
|
2017
Q2 | $1.46M | Sell |
17,315
-492
| -3% | -$41.4K | 0.07% | 357 |
|
|
2017
Q1 | $1.41M | Sell |
17,807
-909
| -5% | -$71.9K | 0.07% | 367 |
|
|
2016
Q4 | $1.39M | Sell |
18,716
-361
| -2% | -$26.7K | 0.07% | 367 |
|
|
2016
Q3 | $1.22M | Buy |
19,077
+2,551
| +15% | +$163K | 0.07% | 387 |
|
|
2016
Q2 | $1M | Buy |
16,526
+332
| +2% | +$20.2K | 0.07% | 297 |
|
|
2016
Q1 | $994K | Buy |
16,194
+30
| +0.2% | +$1.84K | 0.07% | 307 |
|
|
2015
Q4 | $1.12M | Buy |
16,164
+50
| +0.3% | +$3.48K | 0.08% | 259 |
|
|
2015
Q3 | $1.19M | Sell |
16,114
-382
| -2% | -$28.3K | 0.09% | 239 |
|
|
2015
Q2 | $1.28M | Sell |
16,496
-1
| -0% | -$78 | 0.08% | 250 |
|
|
2015
Q1 | $1.29M | Sell |
16,497
-24,617
| -60% | -$1.92M | 0.08% | 249 |
|
|
2014
Q4 | $3.82M | Sell |
41,114
-342
| -0.8% | -$31.8K | 0.26% | 74 |
|
|
2014
Q3 | $3.63M | Sell |
41,456
-1,470
| -3% | -$129K | 0.26% | 68 |
|
|
2014
Q2 | $4.07M | Sell |
42,926
-1,817
| -4% | -$172K | 0.29% | 62 |
|
|
2014
Q1 | $4.03M | Sell |
44,743
-16,696
| -27% | -$1.5M | 0.32% | 59 |
|
|
2013
Q4 | $5.57M | Sell |
61,439
-379
| -0.6% | -$34.4K | 0.44% | 37 |
|
|
2013
Q3 | $4.67M | Buy |
61,818
+18,888
| +44% | +$1.43M | 0.44% | 38 |
|
|
2013
Q2 | $3.21M | Buy |
+42,930
| New | +$3.21M | 0.88% | 16 |
|