Ancora Advisors’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 | $524K | Buy |
1,642
+30
| +2% | +$9.57K | 0.01% | 518 |
|
|
2025
Q1 | $434K | Buy |
1,612
+200
| +14% | +$53.8K | 0.01% | 547 |
|
|
2024
Q4 | $419K | Buy |
1,412
+52
| +4% | +$15.4K | 0.01% | 549 |
|
|
2024
Q3 | $369K | Buy |
1,360
+3
| +0.2% | +$813 | 0.01% | 559 |
|
|
2024
Q2 | $314K | Hold |
1,357
| – | – | 0.01% | 571 |
|
|
2024
Q1 | $309K | Hold |
1,357
| – | – | 0.01% | 573 |
|
|
2023
Q4 | $254K | Sell |
1,357
-162
| -11% | -$30.3K | 0.01% | 609 |
|
|
2023
Q3 | $227K | Buy |
1,519
+261
| +21% | +$38.9K | 0.01% | 617 |
|
|
2023
Q2 | $219K | Buy |
1,258
+278
| +28% | +$48.4K | 0.01% | 616 |
|
|
2023
Q1 | $162K | Buy |
980
+161
| +20% | +$26.6K | ﹤0.01% | 676 |
|
|
2022
Q4 | $121K | Sell |
819
-2
| -0.2% | -$295 | ﹤0.01% | 756 |
|
|
2022
Q3 | $111K | Hold |
821
| – | – | ﹤0.01% | 839 |
|
|
2022
Q2 | $114K | Buy |
821
+8
| +1% | +$1.11K | ﹤0.01% | 900 |
|
|
2022
Q1 | $152K | Hold |
813
| – | – | ﹤0.01% | 868 |
|
|
2021
Q4 | $133K | Buy |
813
+16
| +2% | +$2.62K | ﹤0.01% | 926 |
|
|
2021
Q3 | $134K | Hold |
797
| – | – | ﹤0.01% | 880 |
|
|
2021
Q2 | $132K | Buy |
797
+1
| +0.1% | +$166 | ﹤0.01% | 832 |
|
|
2021
Q1 | $113K | Buy |
796
+108
| +16% | +$15.3K | ﹤0.01% | 829 |
|
|
2020
Q4 | $83K | Sell |
688
-115
| -14% | -$13.9K | ﹤0.01% | 763 |
|
|
2020
Q3 | $81K | Buy |
803
+115
| +17% | +$11.6K | ﹤0.01% | 742 |
|
|
2020
Q2 | $65K | Sell |
688
-589
| -46% | -$55.6K | ﹤0.01% | 759 |
|
|
2020
Q1 | $109K | Sell |
1,277
-50
| -4% | -$4.27K | 0.01% | 733 |
|
|
2019
Q4 | $165K | Buy |
+1,327
| New | +$165K | 0.01% | 680 |
|
|
2018
Q4 | – | Sell |
-992
| Closed | -$106K | – | 651 |
|
|
2018
Q3 | $106K | Buy |
+992
| New | +$106K | ﹤0.01% | 739 |
|
|
2018
Q2 | – | Sell |
-4,450
| Closed | -$415K | – | 685 |
|
|
2018
Q1 | $415K | Buy |
+4,450
| New | +$415K | 0.02% | 504 |
|
|
2017
Q4 | – | Sell |
-2,958
| Closed | -$268K | – | 648 |
|
|
2017
Q3 | $268K | Buy |
+2,958
| New | +$268K | 0.02% | 568 |
|
|
2017
Q1 | – | Sell |
-250
| Closed | -$18K | – | 643 |
|
|
2016
Q4 | $18K | Buy |
+250
| New | +$18K | ﹤0.01% | 951 |
|
|
2014
Q3 | – | Sell |
-2,350
| Closed | -$223K | – | 466 |
|
|
2014
Q2 | $223K | Hold |
2,350
| – | – | 0.03% | 421 |
|
|
2014
Q1 | $212K | Hold |
2,350
| – | – | 0.03% | 399 |
|
|
2013
Q4 | $213K | Sell |
2,350
-350
| -13% | -$31.7K | 0.03% | 371 |
|
|
2013
Q3 | $204K | Buy |
+2,700
| New | +$204K | 0.04% | 368 |
|