Cannell & Spears’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 | $2.59M | Sell |
8,109
-135
| -2% | -$43.1K | 0.05% | 177 |
|
|
2025
Q1 | $2.22M | Buy |
8,244
+21
| +0.3% | +$5.65K | 0.05% | 182 |
|
|
2024
Q4 | $2.44M | Buy |
8,223
+16
| +0.2% | +$4.75K | 0.05% | 179 |
|
|
2024
Q3 | $2.23M | Buy |
8,207
+194
| +2% | +$52.6K | 0.04% | 175 |
|
|
2024
Q2 | $1.86M | Buy |
8,013
+20
| +0.3% | +$4.63K | 0.04% | 179 |
|
|
2024
Q1 | $1.82M | Buy |
7,993
+1,735
| +28% | +$395K | 0.04% | 186 |
|
|
2023
Q4 | $1.17M | Buy |
6,258
+393
| +7% | +$73.6K | 0.09% | 85 |
|
|
2023
Q3 | $875K | Buy |
5,865
+13
| +0.2% | +$1.94K | 0.08% | 98 |
|
|
2023
Q2 | $1.02M | Hold |
5,852
| – | – | 0.08% | 94 |
|
|
2023
Q1 | $965K | Buy |
5,852
+150
| +3% | +$24.7K | 0.09% | 94 |
|
|
2022
Q4 | $842K | Hold |
5,702
| – | – | 0.08% | 97 |
|
|
2022
Q3 | $769K | Hold |
5,702
| – | – | 0.08% | 97 |
|
|
2022
Q2 | $790K | Hold |
5,702
| – | – | 0.07% | 106 |
|
|
2022
Q1 | $1.07M | Hold |
5,702
| – | – | 0.08% | 99 |
|
|
2021
Q4 | $933K | Hold |
5,702
| – | – | 0.06% | 107 |
|
|
2021
Q3 | $955K | Sell |
5,702
-151
| -3% | -$25.3K | 0.07% | 98 |
|
|
2021
Q2 | $967K | Hold |
5,853
| – | – | 0.07% | 102 |
|
|
2021
Q1 | $828K | Sell |
5,853
-75
| -1% | -$10.6K | 0.06% | 101 |
|
|
2020
Q4 | $717K | Buy |
5,928
+17
| +0.3% | +$2.06K | 0.06% | 104 |
|
|
2020
Q3 | $593K | Hold |
5,911
| – | – | 0.06% | 116 |
|
|
2020
Q2 | $563K | Hold |
5,911
| – | – | 0.06% | 111 |
|
|
2020
Q1 | $506K | Buy |
5,911
+296
| +5% | +$25.3K | 0.06% | 110 |
|
|
2019
Q4 | $699K | Buy |
5,615
+63
| +1% | +$7.84K | 0.07% | 87 |
|
|
2019
Q3 | $657K | Hold |
5,552
| – | – | 0.08% | 85 |
|
|
2019
Q2 | $685K | Hold |
5,552
| – | – | 0.08% | 83 |
|
|
2019
Q1 | $607K | Hold |
5,552
| – | – | 0.08% | 88 |
|
|
2018
Q4 | $529K | Hold |
5,552
| – | – | 0.08% | 90 |
|
|
2018
Q3 | $591K | Hold |
5,552
| – | – | 0.07% | 92 |
|
|
2018
Q2 | $544K | Hold |
5,552
| – | – | 0.07% | 93 |
|
|
2018
Q1 | $518K | Hold |
5,552
| – | – | 0.07% | 96 |
|
|
2017
Q4 | $551K | Hold |
5,552
| – | – | 0.07% | 96 |
|
|
2017
Q3 | $502K | Hold |
5,552
| – | – | 0.06% | 92 |
|
|
2017
Q2 | $468K | Hold |
5,552
| – | – | 0.06% | 85 |
|
|
2017
Q1 | $439K | Sell |
5,552
-675
| -11% | -$53.4K | 0.06% | 86 |
|
|
2016
Q4 | $461K | Sell |
6,227
-3
| -0% | -$222 | 0.06% | 84 |
|
|
2016
Q3 | $399K | Hold |
6,230
| – | – | 0.05% | 88 |
|
|
2016
Q2 | $379K | Hold |
6,230
| – | – | 0.05% | 85 |
|
|
2016
Q1 | $383K | Sell |
6,230
-6,275
| -50% | -$386K | 0.05% | 87 |
|
|
2015
Q4 | $870K | Sell |
12,505
-350
| -3% | -$24.4K | 0.1% | 63 |
|
|
2015
Q3 | $953K | Hold |
12,855
| – | – | 0.11% | 66 |
|
|
2015
Q2 | $999K | Buy |
12,855
+6,625
| +106% | +$515K | 0.11% | 67 |
|
|
2015
Q1 | $487K | Hold |
6,230
| – | – | 0.06% | 95 |
|
|
2014
Q4 | $580K | Hold |
6,230
| – | – | 0.06% | 92 |
|
|
2014
Q3 | $545K | Buy |
6,230
+55
| +0.9% | +$4.81K | 0.07% | 90 |
|
|
2014
Q2 | $586K | Hold |
6,175
| – | – | 0.07% | 88 |
|
|
2014
Q1 | $556K | Buy |
6,175
+600
| +11% | +$54K | 0.07% | 72 |
|
|
2013
Q4 | $506K | Hold |
5,575
| – | – | 0.06% | 71 |
|
|
2013
Q3 | $421K | Sell |
5,575
-75
| -1% | -$5.66K | 0.05% | 76 |
|
|
2013
Q2 | $422K | Buy |
+5,650
| New | +$422K | 0.06% | 64 |
|