Bill Few Associates’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 | $5.22M | Sell |
16,374
-279
| -2% | -$89K | 1.48% | 12 |
|
|
2025
Q1 | $4.48M | Sell |
16,653
-283
| -2% | -$76.1K | 1.6% | 18 |
|
|
2024
Q4 | $5.03M | Sell |
16,936
-260
| -2% | -$77.2K | 1.77% | 12 |
|
|
2024
Q3 | $4.66M | Buy |
17,196
+198
| +1% | +$53.7K | 1.66% | 13 |
|
|
2024
Q2 | $3.94M | Sell |
16,998
-512
| -3% | -$119K | 1.51% | 16 |
|
|
2024
Q1 | $3.99M | Sell |
17,510
-195
| -1% | -$44.4K | 1.62% | 19 |
|
|
2023
Q4 | $3.32M | Sell |
17,705
-140
| -0.8% | -$26.2K | 1.51% | 20 |
|
|
2023
Q3 | $2.66M | Sell |
17,845
-70
| -0.4% | -$10.4K | 1.39% | 24 |
|
|
2023
Q2 | $3.12M | Buy |
17,915
+765
| +4% | +$133K | 1.61% | 20 |
|
|
2023
Q1 | $2.83M | Buy |
17,150
+100
| +0.6% | +$16.5K | 1.57% | 23 |
|
|
2022
Q4 | $2.52M | Sell |
17,050
-300
| -2% | -$44.3K | 1.49% | 26 |
|
|
2022
Q3 | $2.34M | Sell |
17,350
-475
| -3% | -$64.1K | 1.58% | 23 |
|
|
2022
Q2 | $2.47M | Hold |
17,825
| – | – | 1.58% | 24 |
|
|
2022
Q1 | $3.33M | Hold |
17,825
| – | – | 1.81% | 21 |
|
|
2021
Q4 | $2.92M | Buy |
+17,825
| New | +$2.92M | 1.51% | 26 |
|