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