Aptus Capital 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 | $3.15M | Sell |
9,881
-614
| -6% | -$196K | 0.03% | 346 |
|
|
2025
Q1 | $2.82M | Buy |
10,495
+952
| +10% | +$256K | 0.03% | 348 |
|
|
2024
Q4 | $2.83M | Buy |
9,543
+1,732
| +22% | +$514K | 0.03% | 336 |
|
|
2024
Q3 | $2.12M | Buy |
7,811
+1,387
| +22% | +$376K | 0.03% | 307 |
|
|
2024
Q2 | $1.49M | Sell |
6,424
-97
| -1% | -$22.5K | 0.03% | 325 |
|
|
2024
Q1 | $1.48M | Buy |
6,521
+364
| +6% | +$82.9K | 0.03% | 330 |
|
|
2023
Q4 | $1.15M | Sell |
6,157
-7,189
| -54% | -$1.35M | 0.03% | 271 |
|
|
2023
Q3 | $1.99M | Buy |
13,346
+2,030
| +18% | +$303K | 0.05% | 226 |
|
|
2023
Q2 | $1.97M | Buy |
11,316
+603
| +6% | +$105K | 0.05% | 219 |
|
|
2023
Q1 | $1.77M | Buy |
10,713
+6,716
| +168% | +$1.11M | 0.05% | 224 |
|
|
2022
Q4 | $591K | Buy |
3,997
+234
| +6% | +$34.6K | 0.02% | 328 |
|
|
2022
Q3 | $508K | Buy |
3,763
+132
| +4% | +$17.8K | 0.01% | 320 |
|
|
2022
Q2 | $505K | Sell |
3,631
-142
| -4% | -$19.7K | 0.01% | 273 |
|
|
2022
Q1 | $706K | Buy |
3,773
+1,350
| +56% | +$253K | 0.02% | 263 |
|
|
2021
Q4 | $396K | Buy |
2,423
+335
| +16% | +$54.8K | 0.01% | 288 |
|
|
2021
Q3 | $350K | Buy |
2,088
+171
| +9% | +$28.7K | 0.01% | 285 |
|
|
2021
Q2 | $317K | Buy |
1,917
+101
| +6% | +$16.7K | 0.01% | 291 |
|
|
2021
Q1 | $258K | Sell |
1,816
-2
| -0.1% | -$284 | 0.01% | 289 |
|
|
2020
Q4 | $219K | Buy |
+1,818
| New | +$219K | 0.01% | 281 |
|
|
2020
Q1 | – | Sell |
-20,630
| Closed | -$2.56M | – | 394 |
|
|
2019
Q4 | $2.56M | Buy |
20,630
+18,444
| +844% | +$2.29M | 0.18% | 70 |
|
|
2019
Q3 | $258K | Sell |
2,186
-17
| -0.8% | -$2.01K | 0.01% | 288 |
|
|
2019
Q2 | $272K | Buy |
2,203
+132
| +6% | +$16.3K | 0.04% | 278 |
|
|
2019
Q1 | $226K | Buy |
+2,071
| New | +$226K | 0.04% | 271 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 162 |
|