Baltimore-Washington Financial 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 | $271K | Hold |
851
| – | – | 0.01% | 149 |
|
|
2025
Q1 | $229K | Hold |
851
| – | – | 0.01% | 142 |
|
|
2024
Q4 | $253K | Sell |
851
-3
| -0.4% | -$890 | 0.01% | 133 |
|
|
2024
Q3 | $232K | Buy |
+854
| New | +$232K | 0.01% | 134 |
|
|
2023
Q3 | – | Sell |
-1,262
| Closed | -$220K | – | 144 |
|
|
2023
Q2 | $220K | Hold |
1,262
| – | – | 0.02% | 127 |
|
|
2023
Q1 | $208K | Sell |
1,262
-600
| -32% | -$99K | 0.02% | 135 |
|
|
2022
Q4 | $275K | Sell |
1,862
-80
| -4% | -$11.8K | 0.03% | 119 |
|
|
2022
Q3 | $261K | Hold |
1,942
| – | – | 0.02% | 136 |
|
|
2022
Q2 | $269K | Buy |
1,942
+65
| +3% | +$9K | 0.03% | 110 |
|
|
2022
Q1 | $265K | Sell |
1,877
-265
| -12% | -$37.4K | 0.03% | 129 |
|
|
2021
Q4 | $350K | Buy |
2,142
+263
| +14% | +$43K | 0.03% | 107 |
|
|
2021
Q3 | $314K | Hold |
1,879
| – | – | 0.03% | 109 |
|
|
2021
Q2 | $310K | Buy |
1,879
+2
| +0.1% | +$330 | 0.03% | 106 |
|
|
2021
Q1 | $265K | Buy |
+1,877
| New | +$265K | 0.03% | 111 |
|
|
2015
Q4 | – | Sell |
-31
| Closed | -$2K | – | 100 |
|
|
2015
Q3 | $2K | Buy |
31
+1
| +3% | +$65 | ﹤0.01% | 246 |
|
|
2015
Q2 | $2K | Sell |
30
-200
| -87% | -$13.3K | ﹤0.01% | 209 |
|
|
2015
Q1 | $18K | Hold |
230
| – | – | 0.01% | 184 |
|
|
2014
Q4 | $21K | Sell |
230
-25
| -10% | -$2.28K | 0.01% | 171 |
|
|
2014
Q3 | $22K | Hold |
255
| – | – | 0.01% | 171 |
|
|
2014
Q2 | $24K | Hold |
255
| – | – | 0.01% | 199 |
|
|
2014
Q1 | $23K | Hold |
255
| – | – | 0.01% | 170 |
|
|
2013
Q4 | $23K | Hold |
255
| – | – | 0.01% | 198 |
|
|
2013
Q3 | $19K | Hold |
255
| – | – | 0.01% | 156 |
|
|
2013
Q2 | $19K | Buy |
+255
| New | +$19K | 0.01% | 139 |
|