Boston Financial Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.19M | Buy |
4,007
+34
| +0.9% | +$10.1K | 0.04% | 181 |
|
|
2024
Q3 | $1.08M | Sell |
3,973
-55
| -1% | -$14.9K | 0.03% | 185 |
|
|
2024
Q2 | $933K | Sell |
4,028
-205
| -5% | -$47.5K | 0.03% | 197 |
|
|
2024
Q1 | $964K | Buy |
4,233
+280
| +7% | +$63.8K | 0.03% | 199 |
|
|
2023
Q4 | $741K | Sell |
3,953
-6
| -0.2% | -$1.12K | 0.03% | 210 |
|
|
2023
Q3 | $591K | Sell |
3,959
-171
| -4% | -$25.5K | 0.02% | 214 |
|
|
2023
Q2 | $719K | Sell |
4,130
-180
| -4% | -$31.4K | 0.03% | 210 |
|
|
2023
Q1 | $711K | Sell |
4,310
-610
| -12% | -$101K | 0.03% | 200 |
|
|
2022
Q4 | $727K | Sell |
4,920
-687
| -12% | -$102K | 0.03% | 203 |
|
|
2022
Q3 | $756K | Buy |
5,607
+71
| +1% | +$9.57K | 0.03% | 188 |
|
|
2022
Q2 | $767K | Buy |
5,536
+1,209
| +28% | +$168K | 0.03% | 178 |
|
|
2022
Q1 | $809K | Buy |
4,327
+89
| +2% | +$16.6K | 0.03% | 179 |
|
|
2021
Q4 | $693K | Hold |
4,238
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $710K | Sell |
4,238
-325
| -7% | -$54.4K | 0.03% | 160 |
|
|
2021
Q2 | $754K | Sell |
4,563
-345
| -7% | -$57K | 0.03% | 149 |
|
|
2021
Q1 | $694K | Sell |
4,908
-777
| -14% | -$110K | 0.03% | 146 |
|
|
2020
Q4 | $687K | Sell |
5,685
-2,145
| -27% | -$259K | 0.03% | 146 |
|
|
2020
Q3 | $785K | Buy |
7,830
+35
| +0.4% | +$3.51K | 0.04% | 136 |
|
|
2020
Q2 | $742K | Sell |
7,795
-1,925
| -20% | -$183K | 0.04% | 135 |
|
|
2020
Q1 | $832K | Sell |
9,720
-12,720
| -57% | -$1.09M | 0.05% | 127 |
|
|
2019
Q4 | $2.79M | Sell |
22,440
-990
| -4% | -$123K | 0.15% | 98 |
|
|
2019
Q3 | $2.77M | Sell |
23,430
-235
| -1% | -$27.8K | 0.16% | 100 |
|
|
2019
Q2 | $2.92M | Hold |
23,665
| – | – | 0.17% | 101 |
|
|
2019
Q1 | $2.59M | Sell |
23,665
-1,992
| -8% | -$218K | 0.16% | 104 |
|
|
2018
Q4 | $2.45M | Sell |
25,657
-453
| -2% | -$43.2K | 0.17% | 107 |
|
|
2018
Q3 | $2.78M | Sell |
26,110
-790
| -3% | -$84.1K | 0.16% | 113 |
|
|
2018
Q2 | $2.64M | Sell |
26,900
-245
| -0.9% | -$24K | 0.18% | 117 |
|
|
2018
Q1 | $2.53M | Sell |
27,145
-746
| -3% | -$69.6K | 0.17% | 123 |
|
|
2017
Q4 | $2.77M | Sell |
27,891
-975
| -3% | -$96.8K | 0.19% | 122 |
|
|
2017
Q3 | $2.61M | Sell |
28,866
-4,288
| -13% | -$388K | 0.19% | 124 |
|
|
2017
Q2 | $2.79M | Sell |
33,154
-891
| -3% | -$75.1K | 0.2% | 127 |
|
|
2017
Q1 | $2.69M | Sell |
34,045
-811
| -2% | -$64.2K | 0.2% | 135 |
|
|
2016
Q4 | $2.58M | Buy |
34,856
+1,209
| +4% | +$89.6K | 0.2% | 141 |
|
|
2016
Q3 | $2.16M | Sell |
33,647
-5,121
| -13% | -$328K | 0.18% | 145 |
|
|
2016
Q2 | $2.36M | Sell |
38,768
-3,844
| -9% | -$234K | 0.19% | 144 |
|
|
2016
Q1 | $2.62M | Sell |
42,612
-55,581
| -57% | -$3.41M | 0.39% | 86 |
|
|
2015
Q4 | $6.83M | Sell |
98,193
-7,178
| -7% | -$499K | 0.98% | 31 |
|
|
2015
Q3 | $7.81M | Sell |
105,371
-4,766
| -4% | -$353K | 1.11% | 23 |
|
|
2015
Q2 | $8.56M | Sell |
110,137
-16,042
| -13% | -$1.25M | 1.1% | 23 |
|
|
2015
Q1 | $9.86M | Buy |
126,179
+4,630
| +4% | +$362K | 1.23% | 17 |
|
|
2014
Q4 | $11.3M | Buy |
121,549
+4,414
| +4% | +$411K | 1.42% | 13 |
|
|
2014
Q3 | $10.3M | Buy |
117,135
+1,967
| +2% | +$172K | 1.34% | 15 |
|
|
2014
Q2 | $10.9M | Sell |
115,168
-80
| -0.1% | -$7.59K | 1.44% | 14 |
|
|
2014
Q1 | $10.4M | Buy |
115,248
+400
| +0.3% | +$36K | 1.39% | 11 |
|
|
2013
Q4 | $10.4M | Buy |
114,848
+3,510
| +3% | +$318K | 1.43% | 11 |
|
|
2013
Q3 | $8.41M | Buy |
111,338
+1,901
| +2% | +$144K | 1.26% | 13 |
|
|
2013
Q2 | $8.18M | Buy |
+109,437
| New | +$8.18M | 1.26% | 15 |
|