Buckingham Capital Management (Ohio)’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 | $12M | Sell |
40,425
-1,687
| -4% | -$501K | 1.38% | 23 |
|
|
2024
Q3 | $11.4M | Buy |
42,112
+728
| +2% | +$197K | 1.31% | 25 |
|
|
2024
Q2 | $9.58M | Buy |
41,384
+4,833
| +13% | +$1.12M | 1.15% | 27 |
|
|
2024
Q1 | $8.32M | Buy |
36,551
+7,522
| +26% | +$1.71M | 1.02% | 33 |
|
|
2023
Q4 | $5.44M | Buy |
29,029
+8,799
| +43% | +$1.65M | 0.73% | 41 |
|
|
2023
Q3 | $3.02M | Buy |
20,230
+4,106
| +25% | +$613K | 0.46% | 50 |
|
|
2023
Q2 | $2.81M | Buy |
16,124
+574
| +4% | +$100K | 0.42% | 54 |
|
|
2023
Q1 | $2.56M | Buy |
15,550
+7,995
| +106% | +$1.32M | 0.41% | 55 |
|
|
2022
Q4 | $1.12M | Buy |
+7,555
| New | +$1.12M | 0.19% | 68 |
|
|
2016
Q1 | – | Sell |
-3,230
| Closed | -$225K | – | 153 |
|
|
2015
Q4 | $225K | Sell |
3,230
-175
| -5% | -$12.2K | 0.06% | 160 |
|
|
2015
Q3 | $252K | Sell |
3,405
-250
| -7% | -$18.5K | 0.07% | 160 |
|
|
2015
Q2 | $286K | Sell |
3,655
-130
| -3% | -$10.2K | 0.08% | 164 |
|
|
2015
Q1 | $296K | Hold |
3,785
| – | – | 0.09% | 163 |
|
|
2014
Q4 | $352K | Buy |
3,785
+30
| +0.8% | +$2.79K | 0.1% | 147 |
|
|
2014
Q3 | $329K | Hold |
3,755
| – | – | 0.1% | 154 |
|
|
2014
Q2 | $356K | Buy |
3,755
+120
| +3% | +$11.4K | 0.11% | 148 |
|
|
2014
Q1 | $327K | Buy |
3,635
+750
| +26% | +$67.5K | 0.11% | 156 |
|
|
2013
Q4 | $262K | Buy |
+2,885
| New | +$262K | 0.09% | 159 |
|