Bell Investment 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 | $126K | Buy |
395
+18
| +5% | +$5.74K | 0.02% | 146 |
|
|
2025
Q1 | $101K | Buy |
377
+4
| +1% | +$1.08K | 0.02% | 143 |
|
|
2024
Q4 | $111K | Buy |
373
+4
| +1% | +$1.19K | 0.02% | 141 |
|
|
2024
Q3 | $100K | Hold |
369
| – | – | 0.02% | 147 |
|
|
2024
Q2 | $85.4K | Buy |
369
+10
| +3% | +$2.32K | 0.02% | 159 |
|
|
2024
Q1 | $81.7K | Hold |
359
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $67.3K | Buy |
359
+123
| +52% | +$23K | 0.01% | 168 |
|
|
2023
Q3 | $35.2K | Sell |
236
-81
| -26% | -$12.1K | 0.01% | 217 |
|
|
2023
Q2 | $55.2K | Buy |
317
+8
| +3% | +$1.39K | 0.01% | 155 |
|
|
2023
Q1 | $51K | Buy |
309
+40
| +15% | +$6.6K | 0.01% | 160 |
|
|
2022
Q4 | $39.7K | Buy |
269
+23
| +9% | +$3.4K | 0.01% | 192 |
|
|
2022
Q3 | $33K | Buy |
246
+35
| +17% | +$4.7K | 0.01% | 184 |
|
|
2022
Q2 | $29K | Buy |
+211
| New | +$29K | 0.01% | 201 |
|
|
2021
Q4 | $24K | Sell |
144
-61
| -30% | -$10.2K | 0.01% | 272 |
|
|
2021
Q3 | $34K | Buy |
+205
| New | +$34K | 0.01% | 191 |
|