Annex 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 | $408K | Sell |
1,280
-580
| -31% | -$185K | 0.01% | 231 |
|
|
2025
Q1 | $500K | Buy |
1,860
+310
| +20% | +$83.4K | 0.01% | 210 |
|
|
2024
Q4 | $460K | Sell |
1,550
-6
| -0.4% | -$1.78K | 0.01% | 217 |
|
|
2024
Q3 | $422K | Buy |
1,556
+28
| +2% | +$7.59K | 0.01% | 199 |
|
|
2024
Q2 | $354K | Hold |
1,528
| – | – | 0.01% | 213 |
|
|
2024
Q1 | $348K | Sell |
1,528
-293
| -16% | -$66.7K | 0.01% | 213 |
|
|
2023
Q4 | $341K | Buy |
1,821
+313
| +21% | +$58.7K | 0.01% | 202 |
|
|
2023
Q3 | $225K | Sell |
1,508
-324
| -18% | -$48.3K | 0.01% | 232 |
|
|
2023
Q2 | $319K | Buy |
1,832
+314
| +21% | +$54.7K | 0.02% | 181 |
|
|
2023
Q1 | $250K | Sell |
1,518
-21
| -1% | -$3.46K | 0.01% | 202 |
|
|
2022
Q4 | $227K | Sell |
1,539
-198
| -11% | -$29.3K | 0.01% | 224 |
|
|
2022
Q3 | $234K | Sell |
1,737
-126
| -7% | -$17K | 0.02% | 202 |
|
|
2022
Q2 | $258K | Buy |
1,863
+27
| +1% | +$3.74K | 0.02% | 206 |
|
|
2022
Q1 | $343K | Sell |
1,836
-2,487
| -58% | -$465K | 0.03% | 181 |
|
|
2021
Q4 | $707K | Buy |
4,323
+2,886
| +201% | +$472K | 0.05% | 137 |
|
|
2021
Q3 | $241K | Hold |
1,437
| – | – | 0.02% | 182 |
|
|
2021
Q2 | $237K | Hold |
1,437
| – | – | 0.02% | 195 |
|
|
2021
Q1 | $203K | Buy |
+1,437
| New | +$203K | 0.02% | 196 |
|