Applied Capital LLC’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 | $2.93M | Buy |
9,184
+9
| +0.1% | +$2.87K | 2.13% | 13 |
|
|
2025
Q1 | $2.47M | Sell |
9,175
-36
| -0.4% | -$9.69K | 1.94% | 14 |
|
|
2024
Q4 | $2.73M | Sell |
9,211
-50
| -0.5% | -$14.8K | 2.12% | 12 |
|
|
2024
Q3 | $2.51M | Sell |
9,261
-70
| -0.8% | -$19K | 1.96% | 15 |
|
|
2024
Q2 | $2.16M | Buy |
9,331
+82
| +0.9% | +$19K | 1.89% | 16 |
|
|
2024
Q1 | $2.11M | Buy |
9,249
+177
| +2% | +$40.3K | 1.71% | 19 |
|
|
2023
Q4 | $1.7M | Sell |
9,072
-398
| -4% | -$74.6K | 1.56% | 26 |
|
|
2023
Q3 | $1.41M | Sell |
9,470
-114
| -1% | -$17K | 1.4% | 31 |
|
|
2023
Q2 | $1.67M | Sell |
9,584
-3
| -0% | -$523 | 1.58% | 27 |
|
|
2023
Q1 | $1.58M | Sell |
9,587
-196
| -2% | -$32.3K | 1.57% | 27 |
|
|
2022
Q4 | $1.45M | Buy |
+9,783
| New | +$1.45M | 1.43% | 32 |
|