Arax Advisory Partners’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 | $1.48M | Sell |
2,174
-274
| -11% | -$186K | 0.07% | 185 |
|
|
2025
Q1 | $659K | Sell |
2,448
-404
| -14% | -$109K | 0.04% | 250 |
|
|
2024
Q4 | $846K | Buy |
2,852
+847
| +42% | +$251K | 0.05% | 202 |
|
|
2024
Q3 | $544K | Buy |
2,005
+19
| +1% | +$5.15K | 0.05% | 188 |
|
|
2024
Q2 | $460K | Buy |
1,986
+189
| +11% | +$43.8K | 0.04% | 212 |
|
|
2024
Q1 | $409K | Sell |
1,797
-435
| -19% | -$99K | 0.04% | 208 |
|
|
2023
Q4 | $418K | Buy |
2,232
+506
| +29% | +$94.8K | 0.05% | 183 |
|
|
2023
Q3 | $257K | Buy |
1,726
+452
| +35% | +$67.4K | 0.03% | 224 |
|
|
2023
Q2 | $222K | Buy |
1,274
+25
| +2% | +$4.36K | 0.03% | 228 |
|
|
2023
Q1 | $206K | Buy |
1,249
+29
| +2% | +$4.78K | 0.03% | 234 |
|
|
2022
Q4 | $180K | Buy |
1,220
+63
| +5% | +$9.31K | 0.02% | 240 |
|
|
2022
Q3 | $156K | Hold |
1,157
| – | – | 0.02% | 237 |
|
|
2022
Q2 | $160K | Sell |
1,157
-77
| -6% | -$10.6K | 0.02% | 245 |
|
|
2022
Q1 | $231K | Buy |
1,234
+59
| +5% | +$11K | 0.03% | 220 |
|
|
2021
Q4 | $192K | Buy |
1,175
+37
| +3% | +$6.05K | 0.02% | 247 |
|
|
2021
Q3 | $191K | Sell |
1,138
-284
| -20% | -$47.7K | 0.03% | 238 |
|
|
2021
Q2 | $235K | Buy |
+1,422
| New | +$235K | 0.03% | 221 |
|
|
2020
Q4 | $197K | Buy |
1,631
+59
| +4% | +$7.13K | 0.03% | 205 |
|
|
2020
Q3 | $158K | Buy |
1,572
+77
| +5% | +$7.74K | 0.03% | 215 |
|
|
2020
Q2 | $142K | Sell |
1,495
-8
| -0.5% | -$760 | 0.03% | 206 |
|
|
2020
Q1 | $129K | Sell |
1,503
-46
| -3% | -$3.95K | 0.03% | 195 |
|
|
2019
Q4 | $193K | Buy |
1,549
+150
| +11% | +$18.7K | 0.06% | 160 |
|
|
2019
Q3 | $165K | Buy |
1,399
+1
| +0.1% | +$118 | 0.05% | 175 |
|
|
2019
Q2 | $173K | Buy |
+1,398
| New | +$173K | 0.06% | 160 |
|
|
2018
Q4 | $180K | Sell |
1,892
-157
| -8% | -$14.9K | 0.07% | 133 |
|
|
2018
Q3 | $218K | Sell |
2,049
-194
| -9% | -$20.6K | 0.09% | 115 |
|
|
2018
Q2 | $219K | Buy |
2,243
+651
| +41% | +$63.6K | 0.1% | 92 |
|
|
2018
Q1 | $148K | Sell |
1,592
-258
| -14% | -$24K | 0.08% | 105 |
|
|
2017
Q4 | $183K | Hold |
1,850
| – | – | 0.08% | 106 |
|
|
2017
Q3 | $167K | Buy |
1,850
+27
| +1% | +$2.44K | 0.08% | 107 |
|
|
2017
Q2 | $154K | Buy |
1,823
+347
| +24% | +$29.3K | 0.07% | 117 |
|
|
2017
Q1 | $116K | Buy |
1,476
+138
| +10% | +$10.8K | 0.06% | 119 |
|
|
2016
Q4 | $99K | Buy |
+1,338
| New | +$99K | 0.05% | 116 |
|