Beacon Investment Advisory Services’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 | $1.59M | Buy |
4,993
+94
| +2% | +$30K | 0.07% | 120 |
|
|
2025
Q1 | $1.32M | Buy |
4,899
+248
| +5% | +$66.7K | 0.06% | 119 |
|
|
2024
Q4 | $1.38M | Sell |
4,651
-316
| -6% | -$93.8K | 0.06% | 123 |
|
|
2024
Q3 | $1.35M | Sell |
4,967
-87
| -2% | -$23.6K | 0.06% | 130 |
|
|
2024
Q2 | $1.17M | Buy |
5,054
+3
| +0.1% | +$695 | 0.05% | 129 |
|
|
2024
Q1 | $1.15M | Sell |
5,051
-220
| -4% | -$50.1K | 0.05% | 130 |
|
|
2023
Q4 | $987K | Sell |
5,271
-6,548
| -55% | -$1.23M | 0.04% | 145 |
|
|
2023
Q3 | $1.76M | Sell |
11,819
-6,595
| -36% | -$984K | 0.09% | 124 |
|
|
2023
Q2 | $3.21M | Sell |
18,414
-3,625
| -16% | -$631K | 0.15% | 104 |
|
|
2023
Q1 | $3.64M | Hold |
22,039
| – | – | 0.18% | 100 |
|
|
2022
Q4 | $3.26M | Hold |
22,039
| – | – | 0.17% | 105 |
|
|
2022
Q3 | $2.97M | Buy |
22,039
+318
| +1% | +$42.9K | 0.16% | 102 |
|
|
2022
Q2 | $3.01M | Buy |
21,721
+108
| +0.5% | +$15K | 0.16% | 108 |
|
|
2022
Q1 | $4.04M | Sell |
21,613
-17
| -0.1% | -$3.18K | 0.17% | 98 |
|
|
2021
Q4 | $3.54M | Buy |
21,630
+155
| +0.7% | +$25.4K | 0.14% | 111 |
|
|
2021
Q3 | $3.6M | Buy |
21,475
+12
| +0.1% | +$2.01K | 0.15% | 110 |
|
|
2021
Q2 | $3.55M | Hold |
21,463
| – | – | 0.14% | 113 |
|
|
2021
Q1 | $3.04M | Sell |
21,463
-230
| -1% | -$32.5K | 0.13% | 116 |
|
|
2020
Q4 | $2.62M | Buy |
21,693
+190
| +0.9% | +$23K | 0.12% | 121 |
|
|
2020
Q3 | $2.16M | Buy |
21,503
+40
| +0.2% | +$4.01K | 0.11% | 122 |
|
|
2020
Q2 | $2.04M | Sell |
21,463
-97
| -0.4% | -$9.23K | 0.12% | 122 |
|
|
2020
Q1 | $1.85M | Sell |
21,560
-1,900
| -8% | -$163K | 0.13% | 115 |
|
|
2019
Q4 | $2.92M | Buy |
23,460
+3,015
| +15% | +$375K | 0.16% | 114 |
|
|
2019
Q3 | $2.42M | Sell |
20,445
-955
| -4% | -$113K | 0.24% | 84 |
|
|
2019
Q2 | $2.64M | Buy |
+21,400
| New | +$2.64M | 0.28% | 85 |
|
|
2019
Q1 | – | Sell |
-6,400
| Closed | -$610K | – | 226 |
|
|
2018
Q4 | $610K | Hold |
6,400
| – | – | 0.07% | 141 |
|
|
2018
Q3 | $682K | Sell |
6,400
-907
| -12% | -$96.7K | 0.07% | 133 |
|
|
2018
Q2 | $716K | Buy |
7,307
+907
| +14% | +$88.9K | 0.07% | 134 |
|
|
2018
Q1 | $597K | Buy |
+6,400
| New | +$597K | 0.06% | 142 |
|