Capital Advisors Ltd’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 | $420K | Buy |
1,318
+7
| +0.5% | +$2.23K | 0.05% | 183 |
|
|
2025
Q1 | $353K | Sell |
1,311
-6
| -0.5% | -$1.62K | 0.05% | 196 |
|
|
2024
Q4 | $391K | Buy |
1,317
+36
| +3% | +$10.7K | 0.05% | 185 |
|
|
2024
Q3 | $347K | Buy |
1,281
+15
| +1% | +$4.06K | 0.04% | 201 |
|
|
2024
Q2 | $293K | Buy |
1,266
+219
| +21% | +$50.7K | 0.04% | 216 |
|
|
2024
Q1 | $238K | Buy |
1,047
+7
| +0.7% | +$1.59K | 0.03% | 249 |
|
|
2023
Q4 | $195K | Sell |
1,040
-29
| -3% | -$5.44K | 0.03% | 263 |
|
|
2023
Q3 | $159K | Hold |
1,069
| – | – | 0.02% | 276 |
|
|
2023
Q2 | $186K | Buy |
1,069
+632
| +145% | +$110K | 0.03% | 261 |
|
|
2023
Q1 | $72K | Sell |
437
-603
| -58% | -$99.4K | 0.01% | 341 |
|
|
2022
Q4 | $61K | Buy |
1,040
+887
| +580% | +$52K | 0.01% | 350 |
|
|
2022
Q3 | $21K | Buy |
153
+12
| +9% | +$1.65K | ﹤0.01% | 438 |
|
|
2022
Q2 | $20K | Sell |
141
-11
| -7% | -$1.56K | ﹤0.01% | 433 |
|
|
2022
Q1 | $28K | Buy |
152
+3
| +2% | +$553 | ﹤0.01% | 418 |
|
|
2021
Q4 | $24K | Buy |
+149
| New | +$24K | ﹤0.01% | 413 |
|
|
2020
Q2 | – | Sell |
-87
| Closed | -$7K | – | 445 |
|
|
2020
Q1 | $7K | Buy |
+87
| New | +$7K | ﹤0.01% | 384 |
|