Boyar Asset Management’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 | $1.52M | Hold |
4,758
| – | – | 0.99% | 27 |
|
2025
Q1 | $1.28M | Sell |
4,758
-27
| -0.6% | -$7.27K | 0.93% | 31 |
|
2024
Q4 | $1.42M | Hold |
4,785
| – | – | 0.94% | 28 |
|
2024
Q3 | $1.3M | Hold |
4,785
| – | – | 0.84% | 33 |
|
2024
Q2 | $1.11M | Hold |
4,785
| – | – | 0.76% | 36 |
|
2024
Q1 | $1.09M | Buy |
4,785
+503
| +12% | +$115K | 0.71% | 38 |
|
2023
Q4 | $802K | Sell |
4,282
-602
| -12% | -$113K | 0.6% | 40 |
|
2023
Q3 | $729K | Sell |
4,884
-574
| -11% | -$85.6K | 0.57% | 40 |
|
2023
Q2 | $951K | Sell |
5,458
-34
| -0.6% | -$5.92K | 0.7% | 38 |
|
2023
Q1 | $906K | Buy |
5,492
+100
| +2% | +$16.5K | 0.7% | 37 |
|
2022
Q4 | $797K | Sell |
5,392
-100
| -2% | -$14.8K | 0.65% | 39 |
|
2022
Q3 | $741K | Buy |
5,492
+325
| +6% | +$43.9K | 0.61% | 42 |
|
2022
Q2 | $716K | Sell |
5,167
-701
| -12% | -$97.1K | 0.59% | 40 |
|
2022
Q1 | $1.1M | Sell |
5,868
-100
| -2% | -$18.7K | 0.7% | 37 |
|
2021
Q4 | $976K | Hold |
5,968
| – | – | 0.59% | 42 |
|
2021
Q3 | $1M | Hold |
5,968
| – | – | 0.66% | 41 |
|
2021
Q2 | $986K | Hold |
5,968
| – | – | 0.64% | 43 |
|
2021
Q1 | $844K | Sell |
5,968
-101
| -2% | -$14.3K | 0.57% | 46 |
|
2020
Q4 | $734K | Hold |
6,069
| – | – | 0.55% | 46 |
|
2020
Q3 | $608K | Hold |
6,069
| – | – | 0.51% | 45 |
|
2020
Q2 | $578K | Hold |
6,069
| – | – | 0.54% | 43 |
|
2020
Q1 | $520K | Hold |
6,069
| – | – | 0.58% | 39 |
|
2019
Q4 | $755K | Sell |
6,069
-301
| -5% | -$37.4K | 0.55% | 43 |
|
2019
Q3 | $753K | Hold |
6,370
| – | – | 0.57% | 42 |
|
2019
Q2 | $786K | Hold |
6,370
| – | – | 0.58% | 43 |
|
2019
Q1 | $696K | Hold |
6,370
| – | – | 0.52% | 46 |
|
2018
Q4 | $607K | Hold |
6,370
| – | – | 0.5% | 46 |
|
2018
Q3 | $678K | Hold |
6,370
| – | – | 0.46% | 48 |
|
2018
Q2 | $624K | Hold |
6,370
| – | – | 0.46% | 46 |
|
2018
Q1 | $594K | Hold |
6,370
| – | – | 0.43% | 46 |
|
2017
Q4 | $633K | Buy |
6,370
+51
| +0.8% | +$5.07K | 0.45% | 46 |
|
2017
Q3 | $572K | Sell |
6,319
-100
| -2% | -$9.05K | 0.43% | 49 |
|
2017
Q2 | $541K | Sell |
6,419
-201
| -3% | -$16.9K | 0.4% | 53 |
|
2017
Q1 | $524K | Sell |
6,620
-501
| -7% | -$39.7K | 0.39% | 52 |
|
2016
Q4 | $528K | Buy |
7,121
+201
| +3% | +$14.9K | 0.53% | 49 |
|
2016
Q3 | $443K | Hold |
6,920
| – | – | 0.35% | 55 |
|
2016
Q2 | $420K | Hold |
6,920
| – | – | 0.33% | 54 |
|
2016
Q1 | $425K | Hold |
6,920
| – | – | 0.33% | 54 |
|
2015
Q4 | $481K | Hold |
6,920
| – | – | 0.38% | 53 |
|
2015
Q3 | $513K | Hold |
6,920
| – | – | 0.44% | 51 |
|
2015
Q2 | $538K | Hold |
6,920
| – | – | 0.41% | 52 |
|
2015
Q1 | $541K | Hold |
6,920
| – | – | 0.41% | 53 |
|
2014
Q4 | $644K | Hold |
6,920
| – | – | 0.5% | 48 |
|
2014
Q3 | $606K | Sell |
6,920
-161
| -2% | -$14.1K | 0.47% | 52 |
|
2014
Q2 | $672K | Sell |
7,081
-602
| -8% | -$57.1K | 0.53% | 50 |
|
2014
Q1 | $692K | Sell |
7,683
-201
| -3% | -$18.1K | 0.56% | 49 |
|
2013
Q4 | $715K | Hold |
7,884
| – | – | 0.59% | 46 |
|
2013
Q3 | $595K | Hold |
7,884
| – | – | 0.57% | 44 |
|
2013
Q2 | $589K | Buy |
+7,884
| New | +$589K | 0.59% | 44 |
|