Atlas 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 | $57.7K | Sell |
181
-22
| -11% | -$7.02K | 0.01% | 607 |
|
|
2025
Q1 | $54.6K | Buy |
203
+10
| +5% | +$2.69K | 0.01% | 621 |
|
|
2024
Q4 | $57.3K | Sell |
193
-73
| -27% | -$21.7K | 0.01% | 588 |
|
|
2024
Q3 | $72.1K | Buy |
266
+32
| +14% | +$8.68K | 0.01% | 529 |
|
|
2024
Q2 | $54.2K | Sell |
234
-52
| -18% | -$12K | 0.01% | 582 |
|
|
2024
Q1 | $65.1K | Buy |
286
+52
| +22% | +$11.8K | 0.01% | 536 |
|
|
2023
Q4 | $43.8K | Hold |
234
| – | – | 0.01% | 607 |
|
|
2023
Q3 | $34.9K | Hold |
234
| – | – | 0.01% | 581 |
|
|
2023
Q2 | $40.8K | Hold |
234
| – | – | 0.01% | 593 |
|
|
2023
Q1 | $38.6K | Hold |
234
| – | – | 0.01% | 600 |
|
|
2022
Q4 | $34.6K | Hold |
234
| – | – | 0.01% | 598 |
|
|
2022
Q3 | $31.6K | Hold |
234
| – | – | 0.01% | 595 |
|
|
2022
Q2 | $32.4K | Sell |
234
-9,093
| -97% | -$1.26M | 0.01% | 616 |
|
|
2022
Q1 | $1.74M | Sell |
9,327
-892
| -9% | -$167K | 0.27% | 83 |
|
|
2021
Q4 | $1.67M | Buy |
10,219
+10,171
| +21,190% | +$1.66M | 0.25% | 85 |
|
|
2021
Q3 | $8.04K | Hold |
48
| – | – | ﹤0.01% | 753 |
|
|
2021
Q2 | $7.93K | Buy |
+48
| New | +$7.93K | ﹤0.01% | 771 |
|
|
2020
Q2 | – | Sell |
-466
| Closed | -$39.9K | – | 668 |
|
|
2020
Q1 | $39.9K | Sell |
466
-229
| -33% | -$19.6K | 0.01% | 462 |
|
|
2019
Q4 | $86.5K | Sell |
695
-802
| -54% | -$99.8K | 0.02% | 411 |
|
|
2019
Q3 | $177K | Sell |
1,497
-315
| -17% | -$37.3K | 0.05% | 337 |
|
|
2019
Q2 | $224K | Buy |
1,812
+181
| +11% | +$22.3K | 0.07% | 275 |
|
|
2019
Q1 | $178K | Sell |
1,631
-609
| -27% | -$66.6K | 0.06% | 278 |
|
|
2018
Q4 | $214K | Buy |
2,240
+949
| +74% | +$90.5K | 0.09% | 249 |
|
|
2018
Q3 | $140K | Hold |
1,291
| – | – | 0.05% | 323 |
|
|
2018
Q2 | $131K | Sell |
1,291
-401
| -24% | -$40.6K | 0.05% | 314 |
|
|
2018
Q1 | $158K | Buy |
+1,692
| New | +$158K | 0.05% | 301 |
|