Boston Family Office’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 | $4.19M | Sell |
13,130
-70
| -0.5% | -$22.3K | 0.28% | 79 |
|
|
2025
Q1 | $3.55M | Buy |
13,200
+1,800
| +16% | +$484K | 0.25% | 85 |
|
|
2024
Q4 | $3.38M | Sell |
11,400
-30
| -0.3% | -$8.9K | 0.23% | 87 |
|
|
2024
Q3 | $3.1M | Hold |
11,430
| – | – | 0.21% | 92 |
|
|
2024
Q2 | $2.65M | Sell |
11,430
-150
| -1% | -$34.7K | 0.19% | 95 |
|
|
2024
Q1 | $2.64M | Sell |
11,580
-2,022
| -15% | -$460K | 0.19% | 93 |
|
|
2023
Q4 | $2.55M | Sell |
13,602
-110
| -0.8% | -$20.6K | 0.19% | 93 |
|
|
2023
Q3 | $2.05M | Sell |
13,712
-50
| -0.4% | -$7.46K | 0.17% | 107 |
|
|
2023
Q2 | $2.4M | Buy |
13,762
+720
| +6% | +$125K | 0.18% | 99 |
|
|
2023
Q1 | $2.15M | Buy |
13,042
+100
| +0.8% | +$16.5K | 0.17% | 105 |
|
|
2022
Q4 | $1.91M | Hold |
12,942
| – | – | 0.16% | 111 |
|
|
2022
Q3 | $1.75M | Hold |
12,942
| – | – | 0.16% | 111 |
|
|
2022
Q2 | $1.79M | Buy |
12,942
+1,079
| +9% | +$150K | 0.15% | 114 |
|
|
2022
Q1 | $2.22M | Buy |
11,863
+1,250
| +12% | +$234K | 0.16% | 110 |
|
|
2021
Q4 | $1.74M | Hold |
10,613
| – | – | 0.11% | 126 |
|
|
2021
Q3 | $1.78M | Sell |
10,613
-3,000
| -22% | -$503K | 0.13% | 124 |
|
|
2021
Q2 | $2.25M | Sell |
13,613
-50
| -0.4% | -$8.26K | 0.16% | 111 |
|
|
2021
Q1 | $1.93M | Sell |
13,663
-2,000
| -13% | -$283K | 0.15% | 117 |
|
|
2020
Q4 | $1.89M | Sell |
15,663
-462
| -3% | -$55.9K | 0.15% | 115 |
|
|
2020
Q3 | $1.62M | Sell |
16,125
-193
| -1% | -$19.4K | 0.15% | 114 |
|
|
2020
Q2 | $1.55M | Hold |
16,318
| – | – | 0.15% | 118 |
|
|
2020
Q1 | $1.4M | Sell |
16,318
-2,000
| -11% | -$171K | 0.17% | 113 |
|
|
2019
Q4 | $2.28M | Hold |
18,318
| – | – | 0.22% | 102 |
|
|
2019
Q3 | $2.17M | Sell |
18,318
-50
| -0.3% | -$5.92K | 0.22% | 100 |
|
|
2019
Q2 | $2.27M | Hold |
18,368
| – | – | 0.24% | 98 |
|
|
2019
Q1 | $2.01M | Sell |
18,368
-923
| -5% | -$101K | 0.22% | 104 |
|
|
2018
Q4 | $1.84M | Sell |
19,291
-50
| -0.3% | -$4.77K | 0.23% | 107 |
|
|
2018
Q3 | $2.06M | Sell |
19,341
-135
| -0.7% | -$14.4K | 0.22% | 109 |
|
|
2018
Q2 | $1.91M | Sell |
19,476
-150
| -0.8% | -$14.7K | 0.22% | 113 |
|
|
2018
Q1 | $1.83M | Sell |
19,626
-888
| -4% | -$82.8K | 0.21% | 117 |
|
|
2017
Q4 | $2.04M | Sell |
20,514
-4,929
| -19% | -$489K | 0.22% | 115 |
|
|
2017
Q3 | $2.3M | Sell |
25,443
-115
| -0.4% | -$10.4K | 0.26% | 106 |
|
|
2017
Q2 | $2.15M | Hold |
25,558
| – | – | 0.25% | 106 |
|
|
2017
Q1 | $2.02M | Sell |
25,558
-75
| -0.3% | -$5.93K | 0.25% | 103 |
|
|
2016
Q4 | $1.9M | Sell |
25,633
-225
| -0.9% | -$16.7K | 0.25% | 104 |
|
|
2016
Q3 | $1.66M | Hold |
25,858
| – | – | 0.21% | 115 |
|
|
2016
Q2 | $1.57M | Sell |
25,858
-1,465
| -5% | -$89K | 0.2% | 117 |
|
|
2016
Q1 | $1.68M | Sell |
27,323
-1,350
| -5% | -$82.9K | 0.22% | 117 |
|
|
2015
Q4 | $1.99M | Sell |
28,673
-1,196
| -4% | -$83.2K | 0.27% | 107 |
|
|
2015
Q3 | $2.21M | Buy |
29,869
+780
| +3% | +$57.8K | 0.31% | 94 |
|
|
2015
Q2 | $2.26M | Sell |
29,089
-1,075
| -4% | -$83.6K | 0.28% | 98 |
|
|
2015
Q1 | $2.36M | Sell |
30,164
-1,100
| -4% | -$85.9K | 0.29% | 97 |
|
|
2014
Q4 | $2.91M | Buy |
31,264
+785
| +3% | +$73K | 0.36% | 85 |
|
|
2014
Q3 | $2.67M | Hold |
30,479
| – | – | 0.34% | 84 |
|
|
2014
Q2 | $2.89M | Buy |
30,479
+519
| +2% | +$49.2K | 0.37% | 82 |
|
|
2014
Q1 | $2.7M | Sell |
29,960
-520
| -2% | -$46.8K | 0.36% | 86 |
|
|
2013
Q4 | $2.77M | Sell |
30,480
-100
| -0.3% | -$9.07K | 0.36% | 84 |
|
|
2013
Q3 | $2.31M | Sell |
30,580
-225
| -0.7% | -$17K | 0.33% | 87 |
|
|
2013
Q2 | $2.3M | Buy |
+30,805
| New | +$2.3M | 0.35% | 83 |
|