Buckingham Strategic Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.51M | Buy |
32,415
+648
| +2% | +$150K | 0.08% | 111 |
|
|
2024
Q1 | $7.23M | Buy |
31,767
+1,334
| +4% | +$304K | 0.08% | 118 |
|
|
2023
Q4 | $5.7M | Buy |
30,433
+16,010
| +111% | +$3M | 0.07% | 132 |
|
|
2023
Q3 | $2.15M | Sell |
14,423
-748
| -5% | -$112K | 0.03% | 211 |
|
|
2023
Q2 | $2.64M | Sell |
15,171
-1,082
| -7% | -$188K | 0.04% | 190 |
|
|
2023
Q1 | $2.4M | Hold |
16,253
| – | – | 0.04% | 168 |
|
|
2022
Q4 | $2.4M | Sell |
16,253
-438
| -3% | -$64.7K | 0.04% | 168 |
|
|
2022
Q3 | $2.25M | Buy |
16,691
+2,143
| +15% | +$289K | 0.05% | 163 |
|
|
2022
Q2 | $2.02M | Buy |
14,548
+364
| +3% | +$50.5K | 0.04% | 174 |
|
|
2022
Q1 | $2.65M | Sell |
14,184
-84
| -0.6% | -$15.7K | 0.05% | 149 |
|
|
2021
Q4 | $2.33M | Buy |
14,268
+135
| +1% | +$22.1K | 0.05% | 166 |
|
|
2021
Q3 | $2.37M | Buy |
14,133
+227
| +2% | +$38K | 0.05% | 156 |
|
|
2021
Q2 | $2.3M | Sell |
13,906
-25
| -0.2% | -$4.13K | 0.06% | 155 |
|
|
2021
Q1 | $1.97M | Sell |
13,931
-666
| -5% | -$94.2K | 0.1% | 148 |
|
|
2020
Q4 | $1.77M | Sell |
14,597
-34,948
| -71% | -$4.23M | 0.09% | 159 |
|
|
2020
Q3 | $4.97M | Buy |
49,545
+36,398
| +277% | +$3.65M | 0.38% | 54 |
|
|
2020
Q2 | $1.25M | Buy |
13,147
+2,806
| +27% | +$267K | 0.12% | 127 |
|
|
2020
Q1 | $885K | Buy |
10,341
+703
| +7% | +$60.2K | 0.09% | 174 |
|
|
2019
Q4 | $1.2M | Buy |
9,638
+318
| +3% | +$39.6K | 0.12% | 138 |
|
|
2019
Q3 | $1.1M | Sell |
9,320
-770
| -8% | -$91K | 0.12% | 133 |
|
|
2019
Q2 | $1.25M | Buy |
10,090
+2,727
| +37% | +$337K | 0.14% | 123 |
|
|
2019
Q1 | $805K | Sell |
7,363
-482
| -6% | -$52.7K | 0.1% | 161 |
|
|
2018
Q4 | $748K | Buy |
7,845
+35
| +0.4% | +$3.34K | 0.11% | 147 |
|
|
2018
Q3 | $832K | Buy |
7,810
+589
| +8% | +$62.7K | 0.13% | 132 |
|
|
2018
Q2 | $708K | Sell |
7,221
-528
| -7% | -$51.8K | 0.11% | 147 |
|
|
2018
Q1 | $723K | Buy |
7,749
+483
| +7% | +$45.1K | 0.14% | 134 |
|
|
2017
Q4 | $722K | Buy |
7,266
+1,267
| +21% | +$126K | 0.15% | 130 |
|
|
2017
Q3 | $543K | Sell |
5,999
-402
| -6% | -$36.4K | 0.13% | 146 |
|
|
2017
Q2 | $539K | Buy |
6,401
+397
| +7% | +$33.4K | 0.13% | 152 |
|
|
2017
Q1 | $475K | Sell |
6,004
-2,487
| -29% | -$197K | 0.14% | 143 |
|
|
2016
Q4 | $629K | Sell |
8,491
-2,008
| -19% | -$149K | 0.2% | 101 |
|
|
2016
Q3 | $672K | Sell |
10,499
-296
| -3% | -$18.9K | 0.23% | 92 |
|
|
2016
Q2 | $656K | Sell |
10,795
-1,125
| -9% | -$68.4K | 0.22% | 90 |
|
|
2016
Q1 | $732K | Buy |
11,920
+1,697
| +17% | +$104K | 0.24% | 81 |
|
|
2015
Q4 | $711K | Sell |
10,223
-901
| -8% | -$62.7K | 0.24% | 75 |
|
|
2015
Q3 | $825K | Sell |
11,124
-93
| -0.8% | -$6.9K | 0.29% | 63 |
|
|
2015
Q2 | $872K | Buy |
11,217
+1,444
| +15% | +$112K | 0.29% | 65 |
|
|
2015
Q1 | $763K | Buy |
9,773
+476
| +5% | +$37.2K | 0.29% | 66 |
|
|
2014
Q4 | $865K | Sell |
9,297
-235
| -2% | -$21.9K | 0.33% | 58 |
|
|
2014
Q3 | $834K | Sell |
9,532
-494
| -5% | -$43.2K | 0.34% | 55 |
|
|
2014
Q2 | $951K | Sell |
10,026
-44
| -0.4% | -$4.17K | 0.41% | 50 |
|
|
2014
Q1 | $907K | Sell |
10,070
-43
| -0.4% | -$3.87K | 0.42% | 47 |
|
|
2013
Q4 | $918K | Buy |
10,113
+1,094
| +12% | +$99.3K | 0.43% | 47 |
|
|
2013
Q3 | $681K | Buy |
9,019
+134
| +2% | +$10.1K | 0.36% | 53 |
|
|
2013
Q2 | $664K | Buy |
+8,885
| New | +$664K | 0.37% | 47 |
|