Avantax Advisory Services’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 | $8.35M | Buy |
26,170
+469
| +2% | +$150K | 0.05% | 314 |
|
|
2025
Q1 | $6.91M | Sell |
25,701
-614
| -2% | -$165K | 0.04% | 325 |
|
|
2024
Q4 | $7.81M | Buy |
26,315
+1,564
| +6% | +$464K | 0.05% | 284 |
|
|
2024
Q3 | $6.71M | Buy |
24,751
+2,133
| +9% | +$578K | 0.04% | 323 |
|
|
2024
Q2 | $5.24M | Buy |
22,618
+7,110
| +46% | +$1.65M | 0.04% | 354 |
|
|
2024
Q1 | $3.53M | Sell |
15,508
-2,158
| -12% | -$491K | 0.03% | 388 |
|
|
2023
Q4 | $3.31M | Buy |
17,666
+3,731
| +27% | +$699K | 0.03% | 374 |
|
|
2023
Q3 | $2.08M | Sell |
13,935
-137
| -1% | -$20.4K | 0.02% | 450 |
|
|
2023
Q2 | $2.45M | Sell |
14,072
-956
| -6% | -$167K | 0.03% | 400 |
|
|
2023
Q1 | $2.48M | Sell |
15,028
-776
| -5% | -$128K | 0.03% | 379 |
|
|
2022
Q4 | $2.34M | Buy |
15,804
+1,434
| +10% | +$212K | 0.03% | 375 |
|
|
2022
Q3 | $1.94M | Sell |
14,370
-998
| -6% | -$135K | 0.03% | 383 |
|
|
2022
Q2 | $2.13M | Sell |
15,368
-5,732
| -27% | -$794K | 0.03% | 362 |
|
|
2022
Q1 | $3.94M | Buy |
21,100
+6,802
| +48% | +$1.27M | 0.05% | 245 |
|
|
2021
Q4 | $2.34M | Buy |
14,298
+1,946
| +16% | +$318K | 0.04% | 340 |
|
|
2021
Q3 | $2.07M | Buy |
12,352
+1,689
| +16% | +$283K | 0.03% | 327 |
|
|
2021
Q2 | $1.76M | Sell |
10,663
-265
| -2% | -$43.8K | 0.03% | 358 |
|
|
2021
Q1 | $1.55M | Sell |
10,928
-2,672
| -20% | -$378K | 0.03% | 343 |
|
|
2020
Q4 | $1.65M | Sell |
13,600
-12,869
| -49% | -$1.56M | 0.04% | 303 |
|
|
2020
Q3 | $2.66M | Buy |
26,469
+14,114
| +114% | +$1.42M | 0.04% | 310 |
|
|
2020
Q2 | $1.18M | Buy |
12,355
+1,487
| +14% | +$142K | 0.03% | 312 |
|
|
2020
Q1 | $931K | Buy |
10,868
+3,500
| +48% | +$300K | 0.03% | 316 |
|
|
2019
Q4 | $913K | Buy |
7,368
+2,574
| +54% | +$319K | 0.02% | 352 |
|
|
2019
Q3 | $569K | Buy |
4,794
+244
| +5% | +$29K | 0.02% | 304 |
|
|
2019
Q2 | $562K | Buy |
4,550
+1,677
| +58% | +$207K | 0.02% | 276 |
|
|
2019
Q1 | $314K | Buy |
2,873
+77
| +3% | +$8.42K | 0.02% | 344 |
|
|
2018
Q4 | $268K | Buy |
+2,796
| New | +$268K | 0.05% | 317 |
|