Aviance Capital Partners’s American Express AXP Stock Holding History

Aviance Capital Partners’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.64M	Buy	14,538 +8	+0.1%	+$2.55K	0.61%	37
2025 Q1	$3.91M	Sell	14,530 -350	-2%	-$94.2K	0.55%	41
2024 Q4	$4.42M	Buy	14,880 +290	+2%	+$86.1K	0.61%	35
2024 Q3	$3.96M	Buy	14,590 +153	+1%	+$41.5K	0.52%	43
2024 Q2	$3.34M	Buy	14,437 +46	+0.3%	+$10.7K	0.48%	48
2024 Q1	$3.28M	Buy	14,391 +2,000	+16%	+$455K	0.49%	47
2023 Q4	$2.32M	Hold	12,391	–	–	0.5%	46
2023 Q3	$1.85M	Sell	12,391 -145	-1%	-$21.6K	0.42%	57
2023 Q2	$2.18M	Sell	12,536 -6	-0%	-$1.05K	0.46%	53
2023 Q1	$2.07M	Hold	12,542	–	–	0.46%	51
2022 Q4	$1.85M	Buy	12,542 +1	+0%	+$148	0.43%	55
2022 Q3	$1.69M	Hold	12,541	–	–	0.42%	62
2022 Q2	$1.74M	Buy	12,541 +1	+0%	+$139	0.39%	69
2022 Q1	$2.35M	Hold	12,540	–	–	0.43%	59
2021 Q4	$2.05M	Sell	12,540 -132	-1%	-$21.6K	0.34%	64
2021 Q3	$2.12M	Sell	12,672 -123	-1%	-$20.6K	0.38%	64
2021 Q2	$2.11M	Buy	12,795 +263	+2%	+$43.5K	0.37%	64
2021 Q1	$1.77M	Hold	12,532	–	–	0.34%	72
2020 Q4	$1.52M	Buy	12,532 +1	+0%	+$121	0.31%	81
2020 Q3	$1.26M	Buy	12,531 +1	+0%	+$100	0.28%	89
2020 Q2	$1.19M	Buy	12,530 +139	+1%	+$13.2K	0.29%	83
2020 Q1	$1.06M	Hold	12,391	–	–	0.33%	78
2019 Q4	$1.54M	Sell	12,391 -213	-2%	-$26.5K	0.39%	72
2019 Q3	$1.49M	Buy	12,604 +213	+2%	+$25.2K	0.44%	68
2019 Q2	$1.53M	Buy	12,391 +231	+2%	+$28.5K	0.42%	62
2019 Q1	$1.33M	Hold	12,160	–	–	0.38%	72
2018 Q4	$1.16M	Hold	12,160	–	–	0.41%	71
2018 Q3	$1.3M	Hold	12,160	–	–	0.31%	79
2018 Q2	$1.19M	Hold	12,160	–	–	0.34%	74
2018 Q1	$1.13M	Hold	12,160	–	–	0.34%	79
2017 Q4	$1.21M	Hold	12,160	–	–	0.4%	67
2017 Q3	$1.1M	Hold	12,160	–	–	0.37%	73
2017 Q2	$1.02M	Hold	12,160	–	–	0.33%	88
2017 Q1	$962K	Hold	12,160	–	–	0.35%	85
2016 Q4	$901K	Hold	12,160	–	–	0.32%	93
2016 Q3	$779K	Hold	12,160	–	–	0.28%	101
2016 Q2	$739K	Hold	12,160	–	–	0.27%	103
2016 Q1	$747K	Hold	12,160	–	–	0.26%	104
2015 Q4	$846K	Hold	12,160	–	–	0.29%	101
2015 Q3	$901K	Hold	12,160	–	–	0.37%	85
2015 Q2	$945K	Hold	12,160	–	–	0.35%	85
2015 Q1	$950K	Sell	12,160 -1,750	-13%	-$137K	0.35%	78
2014 Q4	$1.29M	Hold	13,910	–	–	0.48%	52
2014 Q3	$1.22M	Hold	13,910	–	–	0.46%	56
2014 Q2	$1.32M	Buy	13,910 +150	+1%	+$14.2K	0.52%	51
2014 Q1	$1.24M	Sell	13,760 -550	-4%	-$49.5K	0.52%	51
2013 Q4	$1.3M	Hold	14,310	–	–	0.55%	46
2013 Q3	$1.08M	Sell	14,310 -300	-2%	-$22.7K	0.51%	52
2013 Q2	$1.09M	Buy	+14,610	New	+$1.09M	0.59%	50