Bartlett & Co Wealth Management’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 | $32.4M | Sell |
101,601
-158
| -0.2% | -$50.4K | 0.45% | 56 |
|
|
2025
Q1 | $27.4M | Buy |
101,759
+435
| +0.4% | +$117K | 0.4% | 61 |
|
|
2024
Q4 | $30.1M | Buy |
101,324
+648
| +0.6% | +$192K | 0.44% | 57 |
|
|
2024
Q3 | $27.3M | Sell |
100,676
-259
| -0.3% | -$70.2K | 0.39% | 58 |
|
|
2024
Q2 | $23.4M | Sell |
100,935
-1,911
| -2% | -$442K | 0.35% | 60 |
|
|
2024
Q1 | $23.4M | Buy |
102,846
+1,028
| +1% | +$234K | 0.36% | 62 |
|
|
2023
Q4 | $19.1M | Sell |
101,818
-2,229
| -2% | -$419K | 0.31% | 68 |
|
|
2023
Q3 | $15.5M | Sell |
104,047
-457
| -0.4% | -$68.2K | 0.28% | 74 |
|
|
2023
Q2 | $18.2M | Buy |
104,504
+7,341
| +8% | +$1.28M | 0.31% | 71 |
|
|
2023
Q1 | $16M | Sell |
97,163
-600
| -0.6% | -$99K | 0.31% | 72 |
|
|
2022
Q4 | $14.4M | Buy |
97,763
+178
| +0.2% | +$26.3K | 0.29% | 76 |
|
|
2022
Q3 | $13.2M | Sell |
97,585
-345
| -0.4% | -$46.5K | 0.28% | 76 |
|
|
2022
Q2 | $13.6M | Sell |
97,930
-5,095
| -5% | -$709K | 0.28% | 78 |
|
|
2022
Q1 | $19.3M | Buy |
103,025
+5,000
| +5% | +$935K | 0.34% | 71 |
|
|
2021
Q4 | $16M | Hold |
98,025
| – | – | 0.27% | 76 |
|
|
2021
Q3 | $16.4M | Sell |
98,025
-4,745
| -5% | -$795K | 0.31% | 73 |
|
|
2021
Q2 | $17M | Sell |
102,770
-450
| -0.4% | -$74.4K | 0.32% | 71 |
|
|
2021
Q1 | $14.6M | Sell |
103,220
-417
| -0.4% | -$59.2K | 0.29% | 75 |
|
|
2020
Q4 | $12.5M | Sell |
103,637
-29
| -0% | -$3.51K | 0.27% | 78 |
|
|
2020
Q3 | $10.4M | Sell |
103,666
-517
| -0.5% | -$51.8K | 0.24% | 80 |
|
|
2020
Q2 | $9.92M | Sell |
104,183
-1,030
| -1% | -$98.1K | 0.26% | 81 |
|
|
2020
Q1 | $9.01M | Sell |
105,213
-2,521
| -2% | -$216K | 0.27% | 83 |
|
|
2019
Q4 | $13.4M | Buy |
107,734
+68
| +0.1% | +$8.47K | 0.33% | 76 |
|
|
2019
Q3 | $12.7M | Buy |
107,666
+48,393
| +82% | +$5.72M | 0.33% | 78 |
|
|
2019
Q2 | $7.32M | Buy |
59,273
+7,754
| +15% | +$957K | 0.27% | 75 |
|
|
2019
Q1 | $5.63M | Sell |
51,519
-11,200
| -18% | -$1.22M | 0.22% | 83 |
|
|
2018
Q4 | $5.98M | Buy |
62,719
+1,860
| +3% | +$177K | 0.25% | 77 |
|
|
2018
Q3 | $6.48M | Sell |
60,859
-30
| -0% | -$3.2K | 0.24% | 82 |
|
|
2018
Q2 | $5.97M | Hold |
60,889
| – | – | 0.24% | 78 |
|
|
2018
Q1 | $5.68M | Buy |
+60,889
| New | +$5.68M | 0.23% | 80 |
|