Buckley Wealth 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 | $323K | Hold |
1,013
| – | – | 0.1% | 94 |
|
|
2025
Q1 | $273K | Sell |
1,013
-71
| -7% | -$19.1K | 0.08% | 91 |
|
|
2024
Q4 | $322K | Sell |
1,084
-13
| -1% | -$3.86K | 0.1% | 88 |
|
|
2024
Q3 | $298K | Sell |
1,097
-40
| -4% | -$10.8K | 0.09% | 90 |
|
|
2024
Q2 | $263K | Sell |
1,137
-14
| -1% | -$3.24K | 0.08% | 94 |
|
|
2024
Q1 | $262K | Sell |
1,151
-86
| -7% | -$19.6K | 0.08% | 98 |
|
|
2023
Q4 | $232K | Buy |
+1,237
| New | +$232K | 0.08% | 97 |
|
|
2023
Q3 | – | Sell |
-2,685
| Closed | -$468K | – | 100 |
|
|
2023
Q2 | $468K | Buy |
+2,685
| New | +$468K | 0.16% | 88 |
|
|
2023
Q1 | – | Sell |
-1,743
| Closed | -$258K | – | 104 |
|
|
2022
Q4 | $258K | Sell |
1,743
-2
| -0.1% | -$295 | 0.09% | 97 |
|
|
2022
Q3 | $235K | Sell |
1,745
-1,363
| -44% | -$184K | 0.09% | 102 |
|
|
2022
Q2 | $431K | Sell |
3,108
-31
| -1% | -$4.3K | 0.14% | 97 |
|
|
2022
Q1 | $587K | Sell |
3,139
-1,209
| -28% | -$226K | 0.16% | 92 |
|
|
2021
Q4 | $711K | Sell |
4,348
-3,784
| -47% | -$619K | 0.21% | 85 |
|
|
2021
Q3 | $1.36M | Sell |
8,132
-1,039
| -11% | -$174K | 0.44% | 41 |
|
|
2021
Q2 | $1.52M | Sell |
9,171
-945
| -9% | -$156K | 0.52% | 35 |
|
|
2021
Q1 | $1.43M | Sell |
10,116
-100
| -1% | -$14.1K | 0.53% | 35 |
|
|
2020
Q4 | $1.24M | Sell |
10,216
-505
| -5% | -$61K | 0.51% | 36 |
|
|
2020
Q3 | $1.08M | Sell |
10,721
-3,465
| -24% | -$347K | 0.48% | 38 |
|
|
2020
Q2 | $1.35M | Buy |
14,186
+105
| +0.7% | +$10K | 0.61% | 31 |
|
|
2020
Q1 | $1.21M | Buy |
14,081
+2,766
| +24% | +$237K | 0.65% | 28 |
|
|
2019
Q4 | $1.41M | Buy |
11,315
+516
| +5% | +$64.3K | 0.64% | 30 |
|
|
2019
Q3 | $1.28M | Buy |
10,799
+1,287
| +14% | +$152K | 0.63% | 31 |
|
|
2019
Q2 | $1.17M | Sell |
9,512
-2,595
| -21% | -$320K | 0.55% | 30 |
|
|
2019
Q1 | $1.32M | Sell |
12,107
-1,490
| -11% | -$163K | 0.63% | 31 |
|
|
2018
Q4 | $1.3M | Sell |
13,597
-14,622
| -52% | -$1.39M | 0.67% | 31 |
|
|
2018
Q3 | $3.01M | Buy |
28,219
+148
| +0.5% | +$15.8K | 1.31% | 20 |
|
|
2018
Q2 | $2.75M | Sell |
28,071
-853
| -3% | -$83.6K | 1.3% | 21 |
|
|
2018
Q1 | $2.7M | Sell |
28,924
-1,259
| -4% | -$117K | 1.33% | 20 |
|
|
2017
Q4 | $3M | Buy |
+30,183
| New | +$3M | 1.5% | 17 |
|