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