BTC Capital 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 | $346K | Hold |
1,084
| – | – | 0.03% | 182 |
|
|
2025
Q1 | $292K | Sell |
1,084
-3
| -0.3% | -$807 | 0.03% | 191 |
|
|
2024
Q4 | $352K | Sell |
1,087
-59
| -5% | -$19.1K | 0.03% | 183 |
|
|
2024
Q3 | $311K | Sell |
1,146
-202
| -15% | -$54.8K | 0.03% | 198 |
|
|
2024
Q2 | $312K | Sell |
1,348
-28
| -2% | -$6.48K | 0.03% | 192 |
|
|
2024
Q1 | $313K | Buy |
+1,376
| New | +$313K | 0.03% | 198 |
|
|
2023
Q3 | $205K | Hold |
1,376
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $240K | Hold |
1,376
| – | – | 0.03% | 230 |
|
|
2023
Q1 | $227K | Sell |
1,376
-400
| -23% | -$66K | 0.03% | 219 |
|
|
2022
Q4 | $262K | Buy |
1,776
+225
| +15% | +$33.2K | 0.03% | 219 |
|
|
2022
Q3 | $209K | Sell |
1,551
-390
| -20% | -$52.6K | 0.03% | 235 |
|
|
2022
Q2 | $269K | Buy |
1,941
+112
| +6% | +$15.5K | 0.03% | 222 |
|
|
2022
Q1 | $342K | Hold |
1,829
| – | – | 0.03% | 221 |
|
|
2021
Q4 | $299K | Buy |
1,829
+400
| +28% | +$65.4K | 0.03% | 233 |
|
|
2021
Q3 | $240K | Sell |
1,429
-8
| -0.6% | -$1.34K | 0.03% | 182 |
|
|
2021
Q2 | $237K | Hold |
1,437
| – | – | 0.03% | 191 |
|
|
2021
Q1 | $203K | Buy |
+1,437
| New | +$203K | 0.02% | 231 |
|