Burney Company’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 | $499K | Sell |
1,564
-125
| -7% | -$39.9K | 0.02% | 414 |
|
|
2025
Q1 | $454K | Buy |
1,689
+13
| +0.8% | +$3.5K | 0.02% | 436 |
|
|
2024
Q4 | $497K | Hold |
1,676
| – | – | 0.02% | 427 |
|
|
2024
Q3 | $455K | Hold |
1,676
| – | – | 0.02% | 447 |
|
|
2024
Q2 | $388K | Buy |
1,676
+90
| +6% | +$20.8K | 0.01% | 464 |
|
|
2024
Q1 | $361K | Sell |
1,586
-51
| -3% | -$11.6K | 0.01% | 496 |
|
|
2023
Q4 | $307K | Sell |
1,637
-358
| -18% | -$67.1K | 0.01% | 495 |
|
|
2023
Q3 | $298K | Sell |
1,995
-1,145
| -36% | -$171K | 0.01% | 480 |
|
|
2023
Q2 | $547K | Buy |
3,140
+45
| +1% | +$7.84K | 0.03% | 392 |
|
|
2023
Q1 | $511K | Sell |
3,095
-100
| -3% | -$16.5K | 0.03% | 402 |
|
|
2022
Q4 | $472K | Sell |
3,195
-1,574
| -33% | -$233K | 0.02% | 412 |
|
|
2022
Q3 | $643K | Sell |
4,769
-1,187
| -20% | -$160K | 0.04% | 366 |
|
|
2022
Q2 | $826K | Sell |
5,956
-6,634
| -53% | -$920K | 0.04% | 333 |
|
|
2022
Q1 | $2.35M | Sell |
12,590
-2,180
| -15% | -$408K | 0.11% | 209 |
|
|
2021
Q4 | $2.42M | Buy |
+14,770
| New | +$2.42M | 0.1% | 210 |
|
|
2020
Q1 | – | Sell |
-2,064
| Closed | -$257K | – | 428 |
|
|
2019
Q4 | $257K | Sell |
2,064
-24
| -1% | -$2.99K | 0.01% | 417 |
|
|
2019
Q3 | $247K | Sell |
2,088
-930
| -31% | -$110K | 0.01% | 403 |
|
|
2019
Q2 | $373K | Sell |
3,018
-1,956
| -39% | -$242K | 0.02% | 360 |
|
|
2019
Q1 | $544K | Sell |
4,974
-3,299
| -40% | -$361K | 0.03% | 310 |
|
|
2018
Q4 | $789K | Sell |
8,273
-288
| -3% | -$27.5K | 0.06% | 263 |
|
|
2018
Q3 | $912K | Sell |
8,561
-760
| -8% | -$81K | 0.05% | 263 |
|
|
2018
Q2 | $913K | Sell |
9,321
-633
| -6% | -$62K | 0.05% | 256 |
|
|
2018
Q1 | $928K | Sell |
9,954
-752
| -7% | -$70.1K | 0.06% | 244 |
|
|
2017
Q4 | $1.06M | Sell |
10,706
-165
| -2% | -$16.4K | 0.06% | 242 |
|
|
2017
Q3 | $980K | Sell |
10,871
-5,086
| -32% | -$458K | 0.06% | 232 |
|
|
2017
Q2 | $1.33M | Sell |
15,957
-455
| -3% | -$38K | 0.09% | 202 |
|
|
2017
Q1 | $1.3M | Buy |
16,412
+855
| +5% | +$67.6K | 0.09% | 197 |
|
|
2016
Q4 | $1.15M | Buy |
15,557
+3,450
| +28% | +$255K | 0.08% | 196 |
|
|
2016
Q3 | $778K | Sell |
12,107
-561
| -4% | -$36.1K | 0.05% | 218 |
|
|
2016
Q2 | $770K | Buy |
12,668
+4,466
| +54% | +$271K | 0.06% | 221 |
|
|
2016
Q1 | $504K | Buy |
8,202
+3,237
| +65% | +$199K | 0.04% | 268 |
|
|
2015
Q4 | $346K | Buy |
4,965
+316
| +7% | +$22K | 0.03% | 289 |
|
|
2015
Q3 | $345K | Sell |
4,649
-50
| -1% | -$3.71K | 0.03% | 286 |
|
|
2015
Q2 | $365K | Sell |
4,699
-8,332
| -64% | -$647K | 0.02% | 309 |
|
|
2015
Q1 | $1.02M | Sell |
13,031
-890
| -6% | -$69.5K | 0.07% | 219 |
|
|
2014
Q4 | $1.3M | Sell |
13,921
-1,584
| -10% | -$147K | 0.1% | 188 |
|
|
2014
Q3 | $1.36M | Buy |
15,505
+236
| +2% | +$20.7K | 0.12% | 176 |
|
|
2014
Q2 | $1.45M | Buy |
15,269
+870
| +6% | +$82.6K | 0.13% | 176 |
|
|
2014
Q1 | $1.3M | Sell |
14,399
-1,787
| -11% | -$161K | 0.12% | 186 |
|
|
2013
Q4 | $1.47M | Sell |
16,186
-249
| -2% | -$22.6K | 0.14% | 170 |
|
|
2013
Q3 | $1.24M | Buy |
16,435
+220
| +1% | +$16.6K | 0.14% | 174 |
|
|
2013
Q2 | $1.21M | Buy |
+16,215
| New | +$1.21M | 0.15% | 164 |
|