Cambridge Investment Research 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 | $31.1M | Buy |
97,611
+2,168
| +2% | +$692K | 0.09% | 214 |
|
|
2025
Q1 | $25.7M | Buy |
95,443
+7,822
| +9% | +$2.1M | 0.09% | 231 |
|
|
2024
Q4 | $26M | Sell |
87,621
-24,538
| -22% | -$7.28M | 0.09% | 220 |
|
|
2024
Q3 | $30.4M | Buy |
112,159
+22,487
| +25% | +$6.1M | 0.1% | 194 |
|
|
2024
Q2 | $20.8M | Buy |
89,672
+1,511
| +2% | +$350K | 0.08% | 253 |
|
|
2024
Q1 | $20.1M | Buy |
88,161
+9,071
| +11% | +$2.07M | 0.08% | 248 |
|
|
2023
Q4 | $14.8M | Buy |
79,090
+3,788
| +5% | +$710K | 0.06% | 293 |
|
|
2023
Q3 | $11.2M | Buy |
75,302
+4,507
| +6% | +$672K | 0.05% | 343 |
|
|
2023
Q2 | $12.3M | Buy |
70,795
+2,947
| +4% | +$513K | 0.06% | 326 |
|
|
2023
Q1 | $11.2M | Sell |
67,848
-2,278
| -3% | -$376K | 0.05% | 343 |
|
|
2022
Q4 | $10.4M | Buy |
70,126
+363
| +0.5% | +$53.6K | 0.05% | 350 |
|
|
2022
Q3 | $9.41M | Buy |
69,763
+1,434
| +2% | +$193K | 0.05% | 340 |
|
|
2022
Q2 | $9.47M | Buy |
68,329
+2,902
| +4% | +$402K | 0.05% | 351 |
|
|
2022
Q1 | $12.2M | Buy |
65,427
+2,187
| +3% | +$409K | 0.06% | 322 |
|
|
2021
Q4 | $10.3M | Buy |
63,240
+6,054
| +11% | +$990K | 0.05% | 374 |
|
|
2021
Q3 | $9.58M | Buy |
57,186
+3,243
| +6% | +$543K | 0.05% | 366 |
|
|
2021
Q2 | $8.91M | Buy |
53,943
+3,293
| +7% | +$544K | 0.04% | 404 |
|
|
2021
Q1 | $7.16M | Buy |
50,650
+5,722
| +13% | +$809K | 0.04% | 437 |
|
|
2020
Q4 | $5.43M | Sell |
44,928
-3,712
| -8% | -$449K | 0.03% | 499 |
|
|
2020
Q3 | $4.88M | Sell |
48,640
-4,344
| -8% | -$435K | 0.03% | 472 |
|
|
2020
Q2 | $5.04M | Buy |
52,984
+6,979
| +15% | +$664K | 0.04% | 438 |
|
|
2020
Q1 | $3.94M | Buy |
46,005
+4,498
| +11% | +$385K | 0.04% | 440 |
|
|
2019
Q4 | $5.17M | Buy |
41,507
+1,856
| +5% | +$231K | 0.04% | 458 |
|
|
2019
Q3 | $4.69M | Sell |
39,651
-2,293
| -5% | -$271K | 0.04% | 434 |
|
|
2019
Q2 | $5.18M | Buy |
41,944
+9,878
| +31% | +$1.22M | 0.05% | 376 |
|
|
2019
Q1 | $3.51M | Buy |
32,066
+143
| +0.4% | +$15.6K | 0.03% | 498 |
|
|
2018
Q4 | $3.04M | Sell |
31,923
-346
| -1% | -$33K | 0.03% | 482 |
|
|
2018
Q3 | $3.44M | Buy |
32,269
+1,500
| +5% | +$160K | 0.03% | 484 |
|
|
2018
Q2 | $3.02M | Sell |
30,769
-661
| -2% | -$64.8K | 0.03% | 500 |
|
|
2018
Q1 | $2.93M | Sell |
31,430
-1,031
| -3% | -$96.2K | 0.03% | 500 |
|
|
2017
Q4 | $3.22M | Sell |
32,461
-7,295
| -18% | -$725K | 0.04% | 429 |
|
|
2017
Q3 | $3.6M | Buy |
39,756
+2,191
| +6% | +$198K | 0.05% | 346 |
|
|
2017
Q2 | $3.16M | Buy |
+37,565
| New | +$3.16M | 0.05% | 369 |
|
|
2016
Q4 | – | Sell |
-34,120
| Closed | -$2.19M | – | 1704 |
|
|
2016
Q3 | $2.19M | Buy |
+34,120
| New | +$2.19M | 0.04% | 405 |
|
|
2016
Q2 | – | Sell |
-34,052
| Closed | -$2.09M | – | 1590 |
|
|
2016
Q1 | $2.09M | Sell |
34,052
-3,459
| -9% | -$212K | 0.05% | 348 |
|
|
2015
Q4 | $2.61M | Buy |
+37,511
| New | +$2.61M | 0.06% | 284 |
|
|
2015
Q3 | – | Sell |
-35,854
| Closed | -$2.79M | – | 1470 |
|
|
2015
Q2 | $2.79M | Buy |
35,854
+7,600
| +27% | +$591K | 0.08% | 254 |
|
|
2015
Q1 | $2.21M | Sell |
28,254
-265
| -0.9% | -$20.7K | 0.06% | 294 |
|
|
2014
Q4 | $2.65M | Buy |
28,519
+1,719
| +6% | +$160K | 0.08% | 235 |
|
|
2014
Q3 | $2.35M | Buy |
26,800
+2,378
| +10% | +$208K | 0.07% | 279 |
|
|
2014
Q2 | $2.32M | Buy |
24,422
+1,472
| +6% | +$140K | 0.08% | 246 |
|
|
2014
Q1 | $2.07M | Buy |
22,950
+175
| +0.8% | +$15.8K | 0.08% | 249 |
|
|
2013
Q4 | $2.07M | Sell |
22,775
-3,617
| -14% | -$328K | 0.08% | 228 |
|
|
2013
Q3 | $1.99M | Sell |
26,392
-6,656
| -20% | -$503K | 0.09% | 218 |
|
|
2013
Q2 | $2.47M | Buy |
+33,048
| New | +$2.47M | 0.13% | 159 |
|