Cambridge Advisors’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 | $928K | Hold |
2,910
| – | – | 0.19% | 79 |
|
|
2025
Q1 | $783K | Hold |
2,910
| – | – | 0.17% | 88 |
|
|
2024
Q4 | $864K | Hold |
2,910
| – | – | 0.19% | 80 |
|
|
2024
Q3 | $789K | Sell |
2,910
-55
| -2% | -$14.9K | 0.17% | 90 |
|
|
2024
Q2 | $687K | Buy |
2,965
+55
| +2% | +$12.7K | 0.16% | 94 |
|
|
2024
Q1 | $663K | Hold |
2,910
| – | – | 0.16% | 96 |
|
|
2023
Q4 | $545K | Hold |
2,910
| – | – | 0.14% | 103 |
|
|
2023
Q3 | $434K | Hold |
2,910
| – | – | 0.12% | 113 |
|
|
2023
Q2 | $507K | Hold |
2,910
| – | – | 0.13% | 107 |
|
|
2023
Q1 | $480K | Hold |
2,910
| – | – | 0.12% | 117 |
|
|
2022
Q4 | $430K | Hold |
2,910
| – | – | 0.12% | 121 |
|
|
2022
Q3 | $393K | Hold |
2,910
| – | – | 0.11% | 120 |
|
|
2022
Q2 | $403K | Sell |
2,910
-200
| -6% | -$27.7K | 0.11% | 121 |
|
|
2022
Q1 | $582K | Hold |
3,110
| – | – | 0.14% | 113 |
|
|
2021
Q4 | $509K | Hold |
3,110
| – | – | 0.12% | 122 |
|
|
2021
Q3 | $521K | Hold |
3,110
| – | – | 0.13% | 116 |
|
|
2021
Q2 | $514K | Buy |
3,110
+251
| +9% | +$41.5K | 0.12% | 113 |
|
|
2021
Q1 | $404K | Hold |
2,859
| – | – | 0.1% | 121 |
|
|
2020
Q4 | $346K | Hold |
2,859
| – | – | 0.09% | 127 |
|
|
2020
Q3 | $287K | Hold |
2,859
| – | – | 0.08% | 126 |
|
|
2020
Q2 | $272K | Hold |
2,859
| – | – | 0.09% | 125 |
|
|
2020
Q1 | $245K | Buy |
2,859
+99
| +4% | +$8.48K | 0.09% | 121 |
|
|
2019
Q4 | $344K | Buy |
+2,760
| New | +$344K | 0.1% | 116 |
|
|
2019
Q3 | – | Sell |
-2,760
| Closed | -$341K | – | 137 |
|
|
2019
Q2 | $341K | Sell |
2,760
-50
| -2% | -$6.18K | 0.11% | 110 |
|
|
2019
Q1 | $307K | Sell |
2,810
-100
| -3% | -$10.9K | 0.1% | 112 |
|
|
2018
Q4 | $277K | Sell |
2,910
-50
| -2% | -$4.76K | 0.1% | 111 |
|
|
2018
Q3 | $315K | Hold |
2,960
| – | – | 0.11% | 113 |
|
|
2018
Q2 | $290K | Hold |
2,960
| – | – | 0.1% | 112 |
|
|
2018
Q1 | $276K | Hold |
2,960
| – | – | 0.1% | 119 |
|
|
2017
Q4 | $294K | Hold |
2,960
| – | – | 0.11% | 116 |
|
|
2017
Q3 | $268K | Hold |
2,960
| – | – | 0.1% | 117 |
|
|
2017
Q2 | $249K | Hold |
2,960
| – | – | 0.1% | 116 |
|
|
2017
Q1 | $234K | Hold |
2,960
| – | – | 0.1% | 118 |
|
|
2016
Q4 | $219K | Sell |
2,960
-600
| -17% | -$44.4K | 0.1% | 121 |
|
|
2016
Q3 | $228K | Sell |
3,560
-40
| -1% | -$2.56K | 0.1% | 119 |
|
|
2016
Q2 | $219K | Sell |
3,600
-160
| -4% | -$9.73K | 0.1% | 119 |
|
|
2016
Q1 | $231K | Hold |
3,760
| – | – | 0.11% | 116 |
|
|
2015
Q4 | $262K | Hold |
3,760
| – | – | 0.15% | 115 |
|
|
2015
Q3 | $279K | Buy |
3,760
+100
| +3% | +$7.42K | 0.16% | 107 |
|
|
2015
Q2 | $284K | Hold |
3,660
| – | – | 0.16% | 106 |
|
|
2015
Q1 | $286K | Sell |
3,660
-150
| -4% | -$11.7K | 0.17% | 103 |
|
|
2014
Q4 | $354K | Buy |
+3,810
| New | +$354K | 0.22% | 91 |
|