Braun Stacey Associates’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 | $22.6M | Sell |
70,857
-32,340
| -31% | -$10.3M | 0.82% | 51 |
|
|
2025
Q1 | $27.8M | Sell |
103,197
-3,538
| -3% | -$952K | 1.14% | 26 |
|
|
2024
Q4 | $31.7M | Sell |
106,735
-1,257
| -1% | -$373K | 1.18% | 21 |
|
|
2024
Q3 | $29.3M | Sell |
107,992
-733
| -0.7% | -$199K | 1.11% | 24 |
|
|
2024
Q2 | $25.2M | Sell |
108,725
-1,694
| -2% | -$392K | 0.98% | 35 |
|
|
2024
Q1 | $25.1M | Sell |
110,419
-4,408
| -4% | -$1M | 0.99% | 36 |
|
|
2023
Q4 | $21.5M | Sell |
114,827
-7,516
| -6% | -$1.41M | 0.96% | 42 |
|
|
2023
Q3 | $18.3M | Sell |
122,343
-1,485
| -1% | -$222K | 0.89% | 47 |
|
|
2023
Q2 | $21.6M | Sell |
123,828
-115,508
| -48% | -$20.1M | 1% | 34 |
|
|
2023
Q1 | $39.5M | Buy |
239,336
+126,879
| +113% | +$20.9M | 1.03% | 28 |
|
|
2022
Q4 | $16.6M | Sell |
112,457
-7,866
| -7% | -$1.16M | 0.95% | 49 |
|
|
2022
Q3 | $16.2M | Buy |
120,323
+7,147
| +6% | +$964K | 0.99% | 43 |
|
|
2022
Q2 | $15.7M | Buy |
113,176
+101,776
| +893% | +$14.1M | 0.89% | 48 |
|
|
2022
Q1 | $2.13M | Buy |
11,400
+2,800
| +33% | +$524K | 0.09% | 109 |
|
|
2021
Q4 | $1.41M | Buy |
8,600
+800
| +10% | +$131K | 0.05% | 113 |
|
|
2021
Q3 | $1.31M | Buy |
7,800
+900
| +13% | +$151K | 0.05% | 114 |
|
|
2021
Q2 | $1.14M | Buy |
6,900
+1,175
| +21% | +$194K | 0.04% | 116 |
|
|
2021
Q1 | $810K | Buy |
+5,725
| New | +$810K | 0.03% | 117 |
|
|
2020
Q3 | – | Sell |
-108,254
| Closed | -$10.3M | – | 128 |
|
|
2020
Q2 | $10.3M | Sell |
108,254
-22,902
| -17% | -$2.18M | 0.59% | 87 |
|
|
2020
Q1 | $11.2M | Sell |
131,156
-18,216
| -12% | -$1.56M | 0.86% | 53 |
|
|
2019
Q4 | $18.6M | Buy |
149,372
+2,819
| +2% | +$351K | 1.03% | 32 |
|
|
2019
Q3 | $17.3M | Buy |
146,553
+2,327
| +2% | +$275K | 1.09% | 33 |
|
|
2019
Q2 | $17.8M | Sell |
144,226
-1,978
| -1% | -$244K | 1.14% | 18 |
|
|
2019
Q1 | $16M | Buy |
146,204
+20,698
| +16% | +$2.26M | 1.06% | 35 |
|
|
2018
Q4 | $12M | Buy |
125,506
+121,656
| +3,160% | +$11.6M | 0.95% | 49 |
|
|
2018
Q3 | $410K | Buy |
3,850
+100
| +3% | +$10.6K | 0.03% | 117 |
|
|
2018
Q2 | $368K | Hold |
3,750
| – | – | 0.03% | 114 |
|
|
2018
Q1 | $350K | Sell |
3,750
-1,500
| -29% | -$140K | 0.02% | 122 |
|
|
2017
Q4 | $521K | Buy |
5,250
+575
| +12% | +$57.1K | 0.03% | 123 |
|
|
2017
Q3 | $423K | Buy |
4,675
+1,675
| +56% | +$152K | 0.03% | 121 |
|
|
2017
Q2 | $253K | Buy |
+3,000
| New | +$253K | 0.02% | 134 |
|
|
2015
Q4 | – | Sell |
-28,705
| Closed | -$2.13M | – | 138 |
|
|
2015
Q3 | $2.13M | Sell |
28,705
-222,525
| -89% | -$16.5M | 0.14% | 104 |
|
|
2015
Q2 | $19.5M | Buy |
251,230
+96,925
| +63% | +$7.53M | 0.83% | 46 |
|
|
2015
Q1 | $12.1M | Sell |
154,305
-7,435
| -5% | -$581K | 0.71% | 83 |
|
|
2014
Q4 | $15M | Sell |
161,740
-16,700
| -9% | -$1.55M | 0.92% | 70 |
|
|
2014
Q3 | $15.6M | Sell |
178,440
-31,920
| -15% | -$2.79M | 0.96% | 53 |
|
|
2014
Q2 | $20M | Sell |
210,360
-22,485
| -10% | -$2.13M | 1.19% | 17 |
|
|
2014
Q1 | $21M | Sell |
232,845
-12,645
| -5% | -$1.14M | 1.23% | 21 |
|
|
2013
Q4 | $22.3M | Sell |
245,490
-15,334
| -6% | -$1.39M | 1.27% | 15 |
|
|
2013
Q3 | $19.7M | Sell |
260,824
-8,305
| -3% | -$627K | 1.21% | 21 |
|
|
2013
Q2 | $20.1M | Buy |
+269,129
| New | +$20.1M | 1.27% | 15 |
|