Anchor Investment 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 | $2.86M | Sell |
8,976
-177
| -2% | -$56.5K | 0.25% | 105 |
|
|
2025
Q1 | $2.46M | Buy |
9,153
+127
| +1% | +$34.2K | 0.23% | 111 |
|
|
2024
Q4 | $2.68M | Buy |
9,026
+134
| +2% | +$39.8K | 0.25% | 106 |
|
|
2024
Q3 | $2.41M | Sell |
8,892
-10
| -0.1% | -$2.71K | 0.23% | 111 |
|
|
2024
Q2 | $2.06M | Buy |
8,902
+1,232
| +16% | +$285K | 0.21% | 116 |
|
|
2024
Q1 | $1.75M | Buy |
7,670
+25
| +0.3% | +$5.69K | 0.18% | 126 |
|
|
2023
Q4 | $1.43M | Sell |
7,645
-510
| -6% | -$95.5K | 0.16% | 143 |
|
|
2023
Q3 | $1.22M | Sell |
8,155
-41
| -0.5% | -$6.12K | 0.16% | 141 |
|
|
2023
Q2 | $1.43M | Sell |
8,196
-2,025
| -20% | -$353K | 0.18% | 131 |
|
|
2023
Q1 | $1.69M | Sell |
10,221
-48
| -0.5% | -$7.92K | 0.23% | 116 |
|
|
2022
Q4 | $1.52M | Hold |
10,269
| – | – | 0.22% | 124 |
|
|
2022
Q3 | $1.39M | Sell |
10,269
-723
| -7% | -$97.5K | 0.22% | 121 |
|
|
2022
Q2 | $1.52M | Buy |
10,992
+433
| +4% | +$60K | 0.22% | 117 |
|
|
2022
Q1 | $1.97M | Sell |
10,559
-359
| -3% | -$67.1K | 0.25% | 105 |
|
|
2021
Q4 | $1.79M | Buy |
10,918
+134
| +1% | +$21.9K | 0.22% | 110 |
|
|
2021
Q3 | $1.81M | Buy |
10,784
+605
| +6% | +$101K | 0.25% | 98 |
|
|
2021
Q2 | $1.68M | Buy |
10,179
+279
| +3% | +$46.1K | 0.23% | 108 |
|
|
2021
Q1 | $1.4M | Buy |
9,900
+1,469
| +17% | +$208K | 0.21% | 115 |
|
|
2020
Q4 | $1.02M | Sell |
8,431
-105
| -1% | -$12.7K | 0.18% | 127 |
|
|
2020
Q3 | $856K | Sell |
8,536
-430
| -5% | -$43.1K | 0.17% | 129 |
|
|
2020
Q2 | $854K | Sell |
8,966
-340
| -4% | -$32.4K | 0.19% | 127 |
|
|
2020
Q1 | $797K | Sell |
9,306
-675
| -7% | -$57.8K | 0.21% | 125 |
|
|
2019
Q4 | $1.24M | Sell |
9,981
-385
| -4% | -$47.9K | 0.26% | 108 |
|
|
2019
Q3 | $1.23M | Buy |
10,366
+215
| +2% | +$25.4K | 0.28% | 104 |
|
|
2019
Q2 | $1.25M | Buy |
10,151
+313
| +3% | +$38.6K | 0.3% | 95 |
|
|
2019
Q1 | $1.08M | Sell |
9,838
-850
| -8% | -$92.9K | 0.27% | 105 |
|
|
2018
Q4 | $1.02M | Sell |
10,688
-7,035
| -40% | -$671K | 0.29% | 98 |
|
|
2018
Q3 | $1.89M | Sell |
17,723
-1,220
| -6% | -$130K | 0.43% | 63 |
|
|
2018
Q2 | $1.86M | Buy |
18,943
+325
| +2% | +$31.9K | 0.46% | 60 |
|
|
2018
Q1 | $1.74M | Sell |
18,618
-150
| -0.8% | -$14K | 0.45% | 62 |
|
|
2017
Q4 | $1.86M | Hold |
18,768
| – | – | 0.49% | 61 |
|
|
2017
Q3 | $1.7M | Buy |
18,768
+26
| +0.1% | +$2.35K | 0.5% | 59 |
|
|
2017
Q2 | $1.58M | Sell |
18,742
-60
| -0.3% | -$5.05K | 0.52% | 56 |
|
|
2017
Q1 | $1.49M | Sell |
18,802
-195
| -1% | -$15.4K | 0.51% | 58 |
|
|
2016
Q4 | $1.41M | Sell |
18,997
-45
| -0.2% | -$3.33K | 0.53% | 56 |
|
|
2016
Q3 | $1.22M | Buy |
19,042
+3,330
| +21% | +$213K | 0.47% | 65 |
|
|
2016
Q2 | $955K | Sell |
15,712
-515
| -3% | -$31.3K | 0.38% | 77 |
|
|
2016
Q1 | $996K | Buy |
+16,227
| New | +$996K | 0.41% | 75 |
|