Calton & Associates’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 | $673K | Buy |
2,108
+88
| +4% | +$28.1K | 0.12% | 167 |
|
|
2025
Q1 | $543K | Buy |
2,020
+1,272
| +170% | +$342K | 0.12% | 156 |
|
|
2024
Q4 | $222K | Sell |
748
-1,164
| -61% | -$345K | 0.1% | 178 |
|
|
2024
Q3 | $519K | Buy |
+1,912
| New | +$519K | 0.2% | 112 |
|
|
2022
Q2 | – | Sell |
-1,357
| Closed | -$253K | – | 248 |
|
|
2022
Q1 | $253K | Buy |
1,357
+14
| +1% | +$2.61K | 0.08% | 287 |
|
|
2021
Q4 | $219K | Sell |
1,343
-236
| -15% | -$38.5K | 0.06% | 332 |
|
|
2021
Q3 | $264K | Buy |
1,579
+149
| +10% | +$24.9K | 0.06% | 311 |
|
|
2021
Q2 | $237K | Sell |
1,430
-45
| -3% | -$7.46K | 0.05% | 343 |
|
|
2021
Q1 | $209K | Buy |
+1,475
| New | +$209K | 0.04% | 368 |
|
|
2020
Q1 | – | Sell |
-2,079
| Closed | -$259K | – | 311 |
|
|
2019
Q4 | $259K | Buy |
+2,079
| New | +$259K | 0.05% | 290 |
|
|
2019
Q2 | – | Sell |
-1,846
| Closed | -$202K | – | 284 |
|
|
2019
Q1 | $202K | Buy |
+1,846
| New | +$202K | 0.06% | 243 |
|
|
2018
Q1 | – | Sell |
-7,757
| Closed | -$760K | – | 409 |
|
|
2017
Q4 | $760K | Buy |
+7,757
| New | +$760K | 0.19% | 97 |
|