Becker Capital 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 | $260K | Hold |
815
| – | – | 0.01% | 261 |
|
|
2025
Q1 | $219K | Sell |
815
-30
| -4% | -$8.07K | 0.01% | 264 |
|
|
2024
Q4 | $251K | Sell |
845
-3,626
| -81% | -$1.08M | 0.01% | 251 |
|
|
2024
Q3 | $1.21M | Hold |
4,471
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $1.04M | Sell |
4,471
-20
| -0.4% | -$4.63K | 0.04% | 156 |
|
|
2024
Q1 | $1.02M | Buy |
+4,491
| New | +$1.02M | 0.04% | 162 |
|
|
2023
Q4 | – | Sell |
-6,008
| Closed | -$896K | – | 265 |
|
|
2023
Q3 | $896K | Sell |
6,008
-235
| -4% | -$35.1K | 0.04% | 161 |
|
|
2023
Q2 | $1.09M | Sell |
6,243
-20
| -0.3% | -$3.48K | 0.04% | 155 |
|
|
2023
Q1 | $1.03M | Buy |
6,263
+75
| +1% | +$12.4K | 0.04% | 159 |
|
|
2022
Q4 | $914K | Hold |
6,188
| – | – | 0.04% | 124 |
|
|
2022
Q3 | $835K | Hold |
6,188
| – | – | 0.04% | 128 |
|
|
2022
Q2 | $858K | Sell |
6,188
-4
| -0.1% | -$555 | 0.04% | 132 |
|
|
2022
Q1 | $1.16M | Sell |
6,192
-26
| -0.4% | -$4.86K | 0.05% | 126 |
|
|
2021
Q4 | $1.02M | Sell |
6,218
-1,030
| -14% | -$168K | 0.04% | 132 |
|
|
2021
Q3 | $1.21M | Sell |
7,248
-38
| -0.5% | -$6.37K | 0.05% | 124 |
|
|
2021
Q2 | $1.2M | Buy |
7,286
+144
| +2% | +$23.8K | 0.05% | 119 |
|
|
2021
Q1 | $1.01M | Buy |
7,142
+45
| +0.6% | +$6.36K | 0.05% | 128 |
|
|
2020
Q4 | $858K | Sell |
7,097
-175
| -2% | -$21.2K | 0.04% | 127 |
|
|
2020
Q3 | $729K | Sell |
7,272
-36
| -0.5% | -$3.61K | 0.04% | 123 |
|
|
2020
Q2 | $696K | Sell |
7,308
-911
| -11% | -$86.8K | 0.04% | 115 |
|
|
2020
Q1 | $704K | Sell |
8,219
-350
| -4% | -$30K | 0.04% | 113 |
|
|
2019
Q4 | $1.07M | Sell |
8,569
-225
| -3% | -$28K | 0.04% | 107 |
|
|
2019
Q3 | $1.04M | Hold |
8,794
| – | – | 0.04% | 100 |
|
|
2019
Q2 | $1.09M | Sell |
8,794
-65
| -0.7% | -$8.03K | 0.04% | 99 |
|
|
2019
Q1 | $968K | Buy |
8,859
+256
| +3% | +$28K | 0.04% | 108 |
|
|
2018
Q4 | $820K | Sell |
8,603
-525
| -6% | -$50K | 0.03% | 109 |
|
|
2018
Q3 | $972K | Sell |
9,128
-866
| -9% | -$92.2K | 0.03% | 106 |
|
|
2018
Q2 | $979K | Sell |
9,994
-32,764
| -77% | -$3.21M | 0.03% | 101 |
|
|
2018
Q1 | $3.99M | Sell |
42,758
-385,071
| -90% | -$35.9M | 0.13% | 84 |
|
|
2017
Q4 | $42.5M | Sell |
427,829
-28,680
| -6% | -$2.85M | 1.4% | 30 |
|
|
2017
Q3 | $41.3M | Sell |
456,509
-213
| -0% | -$19.3K | 1.42% | 26 |
|
|
2017
Q2 | $38.5M | Buy |
456,722
+317
| +0.1% | +$26.7K | 1.38% | 33 |
|
|
2017
Q1 | $36.1M | Sell |
456,405
-5,405
| -1% | -$428K | 1.31% | 38 |
|
|
2016
Q4 | $34.2M | Sell |
461,810
-54,595
| -11% | -$4.04M | 1.27% | 41 |
|
|
2016
Q3 | $33.1M | Buy |
516,405
+17,470
| +4% | +$1.12M | 1.3% | 40 |
|
|
2016
Q2 | $30.3M | Buy |
498,935
+12,260
| +3% | +$745K | 1.24% | 40 |
|
|
2016
Q1 | $29.9M | Buy |
486,675
+435,745
| +856% | +$26.8M | 1.29% | 40 |
|
|
2015
Q4 | $3.54M | Buy |
+50,930
| New | +$3.54M | 0.16% | 80 |
|