Baird Financial Group’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 | $55.5M | Sell |
173,927
-6,042
| -3% | -$1.93M | 0.1% | 175 |
|
2025
Q1 | $48.4M | Buy |
179,969
+19,425
| +12% | +$5.23M | 0.09% | 184 |
|
2024
Q4 | $47.6M | Buy |
160,544
+11,852
| +8% | +$3.52M | 0.09% | 207 |
|
2024
Q3 | $40.3M | Sell |
148,692
-24,201
| -14% | -$6.56M | 0.08% | 227 |
|
2024
Q2 | $40M | Buy |
172,893
+21,835
| +14% | +$5.06M | 0.08% | 227 |
|
2024
Q1 | $34.4M | Sell |
151,058
-21,951
| -13% | -$5M | 0.07% | 240 |
|
2023
Q4 | $32.4M | Sell |
173,009
-397
| -0.2% | -$74.4K | 0.07% | 239 |
|
2023
Q3 | $25.9M | Sell |
173,406
-15,118
| -8% | -$2.26M | 0.07% | 247 |
|
2023
Q2 | $32.8M | Buy |
188,524
+1,609
| +0.9% | +$280K | 0.09% | 217 |
|
2023
Q1 | $30.8M | Buy |
186,915
+4,943
| +3% | +$815K | 0.08% | 243 |
|
2022
Q4 | $26.9M | Buy |
181,972
+3,615
| +2% | +$534K | 0.07% | 257 |
|
2022
Q3 | $24.1M | Sell |
178,357
-3,903
| -2% | -$527K | 0.07% | 256 |
|
2022
Q2 | $25.3M | Sell |
182,260
-11,128
| -6% | -$1.54M | 0.07% | 263 |
|
2022
Q1 | $36.2M | Sell |
193,388
-1,476
| -0.8% | -$276K | 0.09% | 222 |
|
2021
Q4 | $31.9M | Sell |
194,864
-3,691
| -2% | -$604K | 0.07% | 242 |
|
2021
Q3 | $33.3M | Buy |
198,555
+5,743
| +3% | +$962K | 0.09% | 226 |
|
2021
Q2 | $31.9M | Sell |
192,812
-24,544
| -11% | -$4.06M | 0.08% | 231 |
|
2021
Q1 | $30.7M | Buy |
217,356
+41,998
| +24% | +$5.94M | 0.09% | 226 |
|
2020
Q4 | $21.2M | Buy |
175,358
+7,463
| +4% | +$902K | 0.06% | 273 |
|
2020
Q3 | $16.8M | Buy |
167,895
+909
| +0.5% | +$91.1K | 0.06% | 298 |
|
2020
Q2 | $15.9M | Sell |
166,986
-14,430
| -8% | -$1.37M | 0.06% | 281 |
|
2020
Q1 | $15.5M | Sell |
181,416
-47,594
| -21% | -$4.07M | 0.07% | 257 |
|
2019
Q4 | $28.5M | Sell |
229,010
-11,188
| -5% | -$1.39M | 0.1% | 221 |
|
2019
Q3 | $28.4M | Buy |
240,198
+23,883
| +11% | +$2.82M | 0.11% | 204 |
|
2019
Q2 | $26.7M | Buy |
216,315
+9,819
| +5% | +$1.21M | 0.1% | 217 |
|
2019
Q1 | $22.6M | Sell |
206,496
-56,671
| -22% | -$6.19M | 0.13% | 203 |
|
2018
Q4 | $25.1M | Buy |
263,167
+8,492
| +3% | +$809K | 0.17% | 162 |
|
2018
Q3 | $27.5M | Sell |
254,675
-29,341
| -10% | -$3.17M | 0.17% | 156 |
|
2018
Q2 | $27.8M | Sell |
284,016
-1,030
| -0.4% | -$101K | 0.19% | 154 |
|
2018
Q1 | $26.6M | Sell |
285,046
-17,208
| -6% | -$1.61M | 0.19% | 156 |
|
2017
Q4 | $30M | Sell |
302,254
-27,763
| -8% | -$2.76M | 0.21% | 140 |
|
2017
Q3 | $29.9M | Sell |
330,017
-30,226
| -8% | -$2.73M | 0.23% | 132 |
|
2017
Q2 | $30.3M | Sell |
360,243
-55,038
| -13% | -$4.64M | 0.24% | 129 |
|
2017
Q1 | $32.9M | Buy |
415,281
+708
| +0.2% | +$56K | 0.27% | 118 |
|
2016
Q4 | $30.7M | Sell |
414,573
-8,033
| -2% | -$595K | 0.27% | 116 |
|
2016
Q3 | $27.1M | Sell |
422,606
-19,357
| -4% | -$1.24M | 0.24% | 122 |
|
2016
Q2 | $28M | Buy |
441,963
+13,998
| +3% | +$887K | 0.26% | 114 |
|
2016
Q1 | $26.3M | Sell |
427,965
-93,816
| -18% | -$5.76M | 0.25% | 119 |
|
2015
Q4 | $36.3M | Sell |
521,781
-62,832
| -11% | -$4.37M | 0.36% | 72 |
|
2015
Q3 | $43.3M | Buy |
584,613
+37,942
| +7% | +$2.81M | 0.46% | 58 |
|
2015
Q2 | $42.5M | Buy |
+546,671
| New | +$42.5M | 0.42% | 67 |
|