Bleakley Financial Group’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 | $5.04M | Buy |
15,791
+3,321
| +27% | +$1.06M | 0.13% | 152 |
|
|
2025
Q1 | $3.36M | Buy |
12,470
+229
| +2% | +$61.6K | 0.11% | 176 |
|
|
2024
Q4 | $3.63M | Sell |
12,241
-168
| -1% | -$49.9K | 0.11% | 158 |
|
|
2024
Q3 | $3.37M | Buy |
12,409
+297
| +2% | +$80.5K | 0.1% | 170 |
|
|
2024
Q2 | $2.8M | Sell |
12,112
-775
| -6% | -$179K | 0.08% | 228 |
|
|
2024
Q1 | $2.93M | Buy |
12,887
+525
| +4% | +$120K | 0.08% | 225 |
|
|
2023
Q4 | $2.32M | Sell |
12,362
-205
| -2% | -$38.4K | 0.07% | 253 |
|
|
2023
Q3 | $1.87M | Sell |
12,567
-1,213
| -9% | -$181K | 0.07% | 273 |
|
|
2023
Q2 | $2.4M | Sell |
13,780
-429
| -3% | -$74.7K | 0.07% | 226 |
|
|
2023
Q1 | $2.34M | Buy |
14,209
+843
| +6% | +$139K | 0.08% | 221 |
|
|
2022
Q4 | $1.97M | Buy |
+13,366
| New | +$1.97M | 0.07% | 246 |
|