Blue Fin Capital’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 | $582K | Buy |
+1,824
| New | +$582K | 0.1% | 89 |
|
|
2024
Q4 | $541K | Hold |
1,824
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $495K | Hold |
1,824
| – | – | 0.09% | 97 |
|
|
2024
Q2 | $422K | Hold |
1,824
| – | – | 0.08% | 103 |
|
|
2024
Q1 | $415K | Sell |
1,824
-9
| -0.5% | -$2.05K | 0.09% | 105 |
|
|
2023
Q4 | $343K | Buy |
1,833
+260
| +17% | +$48.7K | 0.09% | 111 |
|
|
2023
Q3 | $235K | Sell |
1,573
-101
| -6% | -$15.1K | 0.07% | 123 |
|
|
2023
Q2 | $292K | Hold |
1,674
| – | – | 0.08% | 117 |
|
|
2023
Q1 | $249K | Hold |
1,674
| – | – | 0.08% | 118 |
|
|
2022
Q4 | $247K | Sell |
1,674
-13
| -0.8% | -$1.92K | 0.09% | 118 |
|
|
2022
Q3 | $227K | Sell |
1,687
-18
| -1% | -$2.42K | 0.09% | 116 |
|
|
2022
Q2 | $236K | Buy |
1,705
+68
| +4% | +$9.41K | 0.08% | 120 |
|
|
2022
Q1 | $306K | Hold |
1,637
| – | – | 0.09% | 110 |
|
|
2021
Q4 | $267K | Hold |
1,637
| – | – | 0.07% | 119 |
|
|
2021
Q3 | $274K | Hold |
1,637
| – | – | 0.08% | 113 |
|
|
2021
Q2 | $270K | Hold |
1,637
| – | – | 0.08% | 113 |
|
|
2021
Q1 | $231K | Buy |
+1,637
| New | +$231K | 0.08% | 116 |
|
|
2020
Q4 | – | Sell |
-2,127
| Closed | -$213K | – | 114 |
|
|
2020
Q3 | $213K | Sell |
2,127
-600
| -22% | -$60.1K | 0.09% | 111 |
|
|
2020
Q2 | $259K | Sell |
2,727
-610
| -18% | -$57.9K | 0.11% | 99 |
|
|
2020
Q1 | $285K | Sell |
3,337
-379
| -10% | -$32.4K | 0.16% | 94 |
|
|
2019
Q4 | $461K | Buy |
3,716
+200
| +6% | +$24.8K | 0.22% | 93 |
|
|
2019
Q3 | $415K | Sell |
3,516
-400
| -10% | -$47.2K | 0.22% | 93 |
|
|
2019
Q2 | $483K | Sell |
3,916
-141
| -3% | -$17.4K | 0.25% | 92 |
|
|
2019
Q1 | $443K | Sell |
4,057
-140
| -3% | -$15.3K | 0.23% | 93 |
|
|
2018
Q4 | $400K | Sell |
4,197
-85
| -2% | -$8.1K | 0.24% | 91 |
|
|
2018
Q3 | $456K | Sell |
4,282
-365
| -8% | -$38.9K | 0.23% | 88 |
|
|
2018
Q2 | $455K | Buy |
4,647
+27
| +0.6% | +$2.64K | 0.24% | 87 |
|
|
2018
Q1 | $430K | Sell |
4,620
-380
| -8% | -$35.4K | 0.24% | 91 |
|
|
2017
Q4 | $497K | Sell |
5,000
-1,388
| -22% | -$138K | 0.29% | 84 |
|
|
2017
Q3 | $577K | Sell |
6,388
-806
| -11% | -$72.8K | 0.35% | 73 |
|
|
2017
Q2 | $606K | Sell |
7,194
-1,545
| -18% | -$130K | 0.39% | 69 |
|
|
2017
Q1 | $691K | Buy |
8,739
+84
| +1% | +$6.64K | 0.42% | 67 |
|
|
2016
Q4 | $641K | Buy |
8,655
+55
| +0.6% | +$4.07K | 0.42% | 72 |
|
|
2016
Q3 | $551K | Sell |
8,600
-1,130
| -12% | -$72.4K | 0.45% | 67 |
|
|
2016
Q2 | $591K | Sell |
9,730
-220
| -2% | -$13.4K | 0.49% | 64 |
|
|
2016
Q1 | $611K | Sell |
9,950
-2,635
| -21% | -$162K | 0.52% | 63 |
|
|
2015
Q4 | $875K | Sell |
12,585
-1,930
| -13% | -$134K | 0.67% | 54 |
|
|
2015
Q3 | $1.08M | Sell |
14,515
-450
| -3% | -$33.4K | 0.84% | 36 |
|
|
2015
Q2 | $1.16M | Sell |
14,965
-103
| -0.7% | -$8.01K | 0.84% | 34 |
|
|
2015
Q1 | $1.18M | Sell |
15,068
-50
| -0.3% | -$3.91K | 0.85% | 34 |
|
|
2014
Q4 | $1.41M | Buy |
15,118
+215
| +1% | +$20K | 1.06% | 25 |
|
|
2014
Q3 | $1.31M | Buy |
14,903
+445
| +3% | +$39K | 1.03% | 28 |
|
|
2014
Q2 | $1.37M | Buy |
14,458
+1,770
| +14% | +$168K | 1.1% | 23 |
|
|
2014
Q1 | $1.14M | Buy |
12,688
+150
| +1% | +$13.5K | 1.01% | 29 |
|
|
2013
Q4 | $1.14M | Buy |
+12,538
| New | +$1.14M | 1.01% | 29 |
|