Bigelow 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 | $2.87M | Sell |
8,986
-24
| -0.3% | -$7.66K | 1.26% | 17 |
|
|
2025
Q1 | $2.42M | Sell |
9,010
-220
| -2% | -$59.2K | 1.15% | 20 |
|
|
2024
Q4 | $2.74M | Sell |
9,230
-630
| -6% | -$187K | 1.29% | 14 |
|
|
2024
Q3 | $2.67M | Sell |
9,860
-120
| -1% | -$32.5K | 1.19% | 16 |
|
|
2024
Q2 | $2.31M | Sell |
9,980
-51
| -0.5% | -$11.8K | 1.1% | 20 |
|
|
2024
Q1 | $2.28M | Sell |
10,031
-158
| -2% | -$36K | 1.12% | 19 |
|
|
2023
Q4 | $1.91M | Buy |
10,189
+160
| +2% | +$30K | 1.03% | 23 |
|
|
2023
Q3 | $1.5M | Buy |
10,029
+83
| +0.8% | +$12.4K | 0.86% | 32 |
|
|
2023
Q2 | $1.73M | Buy |
9,946
+323
| +3% | +$56.3K | 0.95% | 28 |
|
|
2023
Q1 | $1.59M | Buy |
9,623
+61
| +0.6% | +$10.1K | 0.91% | 29 |
|
|
2022
Q4 | $1.41M | Buy |
9,562
+431
| +5% | +$63.7K | 0.82% | 35 |
|
|
2022
Q3 | $1.23M | Buy |
9,131
+1,083
| +13% | +$146K | 0.74% | 43 |
|
|
2022
Q2 | $1.12M | Buy |
8,048
+173
| +2% | +$24K | 0.61% | 51 |
|
|
2022
Q1 | $1.47M | Buy |
7,875
+309
| +4% | +$57.8K | 0.69% | 42 |
|
|
2021
Q4 | $1.24M | Buy |
7,566
+328
| +5% | +$53.7K | 0.56% | 47 |
|
|
2021
Q3 | $1.21M | Buy |
7,238
+997
| +16% | +$167K | 0.6% | 45 |
|
|
2021
Q2 | $1.03M | Hold |
6,241
| – | – | 0.5% | 55 |
|
|
2021
Q1 | $883K | Buy |
6,241
+917
| +17% | +$130K | 0.45% | 62 |
|
|
2020
Q4 | $644K | Buy |
5,324
+53
| +1% | +$6.41K | 0.34% | 75 |
|
|
2020
Q3 | $528K | Sell |
5,271
-177
| -3% | -$17.7K | 0.31% | 83 |
|
|
2020
Q2 | $519K | Sell |
5,448
-340
| -6% | -$32.4K | 0.34% | 77 |
|
|
2020
Q1 | $496K | Buy |
5,788
+281
| +5% | +$24.1K | 0.37% | 72 |
|
|
2019
Q4 | $686K | Buy |
5,507
+25
| +0.5% | +$3.11K | 0.4% | 69 |
|
|
2019
Q3 | $648K | Sell |
5,482
-417
| -7% | -$49.3K | 0.41% | 71 |
|
|
2019
Q2 | $728K | Buy |
5,899
+1,360
| +30% | +$168K | 0.49% | 64 |
|
|
2019
Q1 | $496K | Buy |
4,539
+424
| +10% | +$46.3K | 0.34% | 82 |
|
|
2018
Q4 | $392K | Sell |
4,115
-50
| -1% | -$4.76K | 0.29% | 100 |
|
|
2018
Q3 | $444K | Sell |
4,165
-150
| -3% | -$16K | 0.3% | 95 |
|
|
2018
Q2 | $423K | Sell |
4,315
-25
| -0.6% | -$2.45K | 0.29% | 97 |
|
|
2018
Q1 | $405K | Sell |
4,340
-15
| -0.3% | -$1.4K | 0.28% | 105 |
|
|
2017
Q4 | $432K | Buy |
+4,355
| New | +$432K | 0.43% | 61 |
|