Arjuna Capital’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 | $2.27M | Sell |
7,123
-390
| -5% | -$124K | 0.6% | 43 |
|
|
2025
Q1 | $2.02M | Sell |
7,513
-8,878
| -54% | -$2.39M | 0.56% | 46 |
|
|
2024
Q4 | $4.86M | Sell |
16,391
-488
| -3% | -$145K | 1.29% | 24 |
|
|
2024
Q3 | $4.58M | Sell |
16,879
-6,513
| -28% | -$1.77M | 1.19% | 25 |
|
|
2024
Q2 | $5.42M | Buy |
23,392
+3,639
| +18% | +$843K | 1.46% | 17 |
|
|
2024
Q1 | $4.5M | Buy |
19,753
+12,102
| +158% | +$2.76M | 1.28% | 28 |
|
|
2023
Q4 | $1.43M | Sell |
7,651
-8,464
| -53% | -$1.59M | 0.45% | 58 |
|
|
2023
Q3 | $2.4M | Buy |
16,115
+297
| +2% | +$44.3K | 0.86% | 37 |
|
|
2023
Q2 | $2.76M | Buy |
15,818
+10,415
| +193% | +$1.81M | 0.98% | 30 |
|
|
2023
Q1 | $891K | Buy |
+5,403
| New | +$891K | 0.35% | 78 |
|
|
2021
Q4 | – | Sell |
-6,948
| Closed | -$1.16M | – | 99 |
|
|
2021
Q3 | $1.16M | Buy |
6,948
+351
| +5% | +$58.8K | 0.47% | 61 |
|
|
2021
Q2 | $1.09M | Buy |
+6,597
| New | +$1.09M | 0.47% | 61 |
|
|
2020
Q3 | – | Sell |
-14,527
| Closed | -$1.38M | – | 89 |
|
|
2020
Q2 | $1.38M | Sell |
14,527
-343
| -2% | -$32.7K | 0.95% | 37 |
|
|
2020
Q1 | $1.27M | Buy |
14,870
+189
| +1% | +$16.2K | 1.06% | 34 |
|
|
2019
Q4 | $1.83M | Buy |
14,681
+73
| +0.5% | +$9.09K | 1.32% | 28 |
|
|
2019
Q3 | $1.73M | Buy |
14,608
+279
| +2% | +$33K | 1.47% | 28 |
|
|
2019
Q2 | $1.77M | Buy |
14,329
+328
| +2% | +$40.5K | 1.27% | 30 |
|
|
2019
Q1 | $1.53M | Sell |
14,001
-4,632
| -25% | -$506K | 1.18% | 31 |
|
|
2018
Q4 | $1.78M | Sell |
18,633
-269
| -1% | -$25.6K | 1.62% | 18 |
|
|
2018
Q3 | $2.01M | Sell |
18,902
-52
| -0.3% | -$5.54K | 1.51% | 18 |
|
|
2018
Q2 | $1.86M | Buy |
18,954
+409
| +2% | +$40.1K | 1.51% | 22 |
|
|
2018
Q1 | $1.73M | Buy |
18,545
+12,103
| +188% | +$1.13M | 1.46% | 25 |
|
|
2017
Q4 | $640K | Buy |
+6,442
| New | +$640K | 0.6% | 51 |
|