Argent 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 | $3.05M | Buy |
9,577
+174
| +2% | +$55.5K | 0.94% | 24 |
|
|
2025
Q1 | $2.53M | Buy |
9,403
+1,005
| +12% | +$270K | 0.85% | 29 |
|
|
2024
Q4 | $2.49M | Sell |
8,398
-247
| -3% | -$73.3K | 0.92% | 24 |
|
|
2024
Q3 | $2.34M | Sell |
8,645
-33
| -0.4% | -$8.95K | 0.87% | 27 |
|
|
2024
Q2 | $2.01M | Sell |
8,678
-293
| -3% | -$67.8K | 0.8% | 30 |
|
|
2024
Q1 | $2.04M | Sell |
8,971
-12
| -0.1% | -$2.73K | 0.81% | 30 |
|
|
2023
Q4 | $1.68M | Sell |
8,983
-51
| -0.6% | -$9.55K | 0.74% | 37 |
|
|
2023
Q3 | $1.35M | Buy |
9,034
+76
| +0.8% | +$11.3K | 0.62% | 42 |
|
|
2023
Q2 | $1.56M | Buy |
8,958
+254
| +3% | +$44.2K | 0.72% | 35 |
|
|
2023
Q1 | $1.44M | Sell |
8,704
-11
| -0.1% | -$1.81K | 0.69% | 38 |
|
|
2022
Q4 | $1.29M | Sell |
8,715
-1,028
| -11% | -$152K | 0.67% | 44 |
|
|
2022
Q3 | $1.32M | Buy |
9,743
+516
| +6% | +$69.6K | 0.77% | 39 |
|
|
2022
Q2 | $1.28M | Buy |
9,227
+260
| +3% | +$36K | 0.72% | 44 |
|
|
2022
Q1 | $1.68M | Buy |
8,967
+183
| +2% | +$34.2K | 0.9% | 26 |
|
|
2021
Q4 | $1.44M | Sell |
8,784
-65
| -0.7% | -$10.6K | 0.77% | 31 |
|
|
2021
Q3 | $1.48M | Buy |
8,849
+702
| +9% | +$118K | 0.85% | 29 |
|
|
2021
Q2 | $1.35M | Buy |
8,147
+12
| +0.1% | +$1.98K | 0.82% | 32 |
|
|
2021
Q1 | $1.15M | Buy |
8,135
+395
| +5% | +$55.9K | 0.74% | 32 |
|
|
2020
Q4 | $936K | Sell |
7,740
-285
| -4% | -$34.5K | 0.57% | 50 |
|
|
2020
Q3 | $805K | Sell |
8,025
-384
| -5% | -$38.5K | 0.55% | 56 |
|
|
2020
Q2 | $800K | Sell |
8,409
-704
| -8% | -$67K | 0.61% | 47 |
|
|
2020
Q1 | $768K | Buy |
9,113
+3,326
| +57% | +$280K | 0.77% | 33 |
|
|
2019
Q4 | $750K | Buy |
+5,787
| New | +$750K | 0.56% | 40 |
|