Capital Analysts LLC’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
|
|||||
|
2025
Q1 | $1.52M | Sell |
|
|||||
|
2024
Q4 | $1.68M | Buy |
|
|||||
|
2024
Q3 | $1.36M | Buy |
|
|||||
|
2024
Q2 | $932K | Buy |
|
|||||
|
2024
Q1 | $879K | Buy |
|
|||||
|
2023
Q4 | $722K | Buy |
|
|||||
|
2023
Q3 | $555K | Buy |
|
|||||
|
2023
Q2 | $470K | Buy |
|
|||||
|
2023
Q1 | $436K | Sell |
|
|||||
|
2022
Q4 | $404K | Sell |
|
|||||
|
2022
Q3 | $373K | Buy |
|
|||||
|
2022
Q2 | $367K | Buy |
|
|||||
|
2022
Q1 | $484K | Buy |
|
|||||
|
2021
Q4 | $384K | Buy |
|
|||||
|
2021
Q3 | $376K | Buy |
|
|||||
|
2021
Q2 | $346K | Buy |
|
|||||
|
2021
Q1 | $272K | Sell |
|
|||||
|
2020
Q4 | $240K | Sell |
|
|||||
|
2020
Q3 | $203K | Buy |
|
|||||
|
2020
Q2 | $159K | Sell |
|
|||||
|
2020
Q1 | $150K | Sell |
|
|||||
|
2019
Q4 | $225K | Buy |
|
|||||
|
2019
Q3 | $211K | Sell |
|
|||||
|
2019
Q2 | $222K | Buy |
|
|||||
|
2019
Q1 | $192K | Sell |
|
|||||
|
2018
Q4 | $177K | Buy |
|
|||||
|
2018
Q3 | $146K | Hold |
|
|||||
|
2018
Q2 | $134K | Hold |
|
|||||
|
2018
Q1 | $128K | Buy |
|
|||||
|
2017
Q4 | $111K | Sell |
|
|||||
|
2017
Q3 | $124K | Hold |
|
|||||
|
2017
Q2 | $115K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $86.9K | Hold |
|
|||||
|
2016
Q1 | $87.8K | Sell |
|
|||||
|
2015
Q4 | $105K | Sell |
|
|||||
|
2015
Q3 | $244K | Buy |
|
|||||
|
2015
Q2 | $104K | Sell |
|
|||||
|
2015
Q1 | $132K | Buy |
|
|||||
|
2014
Q4 | $117K | Buy |
|
|||||
|
2014
Q3 | $90K | Sell |
|
|||||
|
2014
Q2 | $111K | Buy |
|
|||||
|
2014
Q1 | $85.1K | Hold |
|
|||||
|
2013
Q4 | $85.8K | Buy |
|
|||||
|
2013
Q3 | $61.9K | Buy |
|
|||||
|
2013
Q2 | $45.6K | Buy |
|