Capital Analysts LLC’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 | $1.81M | Buy |
5,661
+24
| +0.4% | +$7.65K | 0.06% | 222 |
|
|
2025
Q1 | $1.52M | Sell |
5,637
-29
| -0.5% | -$7.8K | 0.06% | 223 |
|
|
2024
Q4 | $1.68M | Buy |
5,666
+647
| +13% | +$192K | 0.07% | 195 |
|
|
2024
Q3 | $1.36M | Buy |
5,019
+995
| +25% | +$270K | 0.06% | 214 |
|
|
2024
Q2 | $932K | Buy |
4,024
+162
| +4% | +$37.5K | 0.04% | 256 |
|
|
2024
Q1 | $879K | Buy |
3,862
+6
| +0.2% | +$1.37K | 0.04% | 257 |
|
|
2023
Q4 | $722K | Buy |
3,856
+136
| +4% | +$25.5K | 0.04% | 271 |
|
|
2023
Q3 | $555K | Buy |
3,720
+1,021
| +38% | +$152K | 0.03% | 288 |
|
|
2023
Q2 | $470K | Buy |
2,699
+54
| +2% | +$9.4K | 0.03% | 299 |
|
|
2023
Q1 | $436K | Sell |
2,645
-86
| -3% | -$14.2K | 0.02% | 304 |
|
|
2022
Q4 | $404K | Sell |
2,731
-35
| -1% | -$5.18K | 0.02% | 318 |
|
|
2022
Q3 | $373K | Buy |
2,766
+120
| +5% | +$16.2K | 0.03% | 295 |
|
|
2022
Q2 | $367K | Buy |
2,646
+59
| +2% | +$8.18K | 0.03% | 287 |
|
|
2022
Q1 | $484K | Buy |
2,587
+241
| +10% | +$45.1K | 0.03% | 270 |
|
|
2021
Q4 | $384K | Buy |
2,346
+103
| +5% | +$16.9K | 0.02% | 288 |
|
|
2021
Q3 | $376K | Buy |
2,243
+150
| +7% | +$25.1K | 0.02% | 282 |
|
|
2021
Q2 | $346K | Buy |
2,093
+172
| +9% | +$28.4K | 0.02% | 284 |
|
|
2021
Q1 | $272K | Sell |
1,921
-68
| -3% | -$9.63K | 0.02% | 298 |
|
|
2020
Q4 | $240K | Sell |
1,989
-36
| -2% | -$4.34K | 0.02% | 233 |
|
|
2020
Q3 | $203K | Buy |
2,025
+350
| +21% | +$35.1K | 0.02% | 244 |
|
|
2020
Q2 | $159K | Sell |
1,675
-75
| -4% | -$7.12K | 0.02% | 235 |
|
|
2020
Q1 | $150K | Sell |
1,750
-54
| -3% | -$4.63K | 0.02% | 222 |
|
|
2019
Q4 | $225K | Buy |
1,804
+20
| +1% | +$2.49K | 0.02% | 230 |
|
|
2019
Q3 | $211K | Sell |
1,784
-15
| -0.8% | -$1.77K | 0.02% | 218 |
|
|
2019
Q2 | $222K | Buy |
1,799
+35
| +2% | +$4.32K | 0.02% | 215 |
|
|
2019
Q1 | $192K | Sell |
1,764
-98
| -5% | -$10.7K | 0.02% | 220 |
|
|
2018
Q4 | $177K | Buy |
1,862
+492
| +36% | +$46.8K | 0.02% | 206 |
|
|
2018
Q3 | $146K | Hold |
1,370
| – | – | 0.02% | 211 |
|
|
2018
Q2 | $134K | Hold |
1,370
| – | – | 0.02% | 223 |
|
|
2018
Q1 | $128K | Buy |
1,370
+250
| +22% | +$23.4K | 0.02% | 216 |
|
|
2017
Q4 | $111K | Sell |
1,120
-250
| -18% | -$24.8K | 0.01% | 227 |
|
|
2017
Q3 | $124K | Hold |
1,370
| – | – | 0.02% | 218 |
|
|
2017
Q2 | $115K | Buy |
+1,370
| New | +$115K | 0.02% | 221 |
|
|
2016
Q3 | – | Sell |
-1,430
| Closed | -$86.9K | – | 396 |
|
|
2016
Q2 | $86.9K | Hold |
1,430
| – | – | 0.02% | 218 |
|
|
2016
Q1 | $87.8K | Sell |
1,430
-84
| -6% | -$5.16K | 0.02% | 223 |
|
|
2015
Q4 | $105K | Sell |
1,514
-1,783
| -54% | -$124K | 0.02% | 213 |
|
|
2015
Q3 | $244K | Buy |
3,297
+1,959
| +146% | +$145K | 0.05% | 173 |
|
|
2015
Q2 | $104K | Sell |
1,338
-356
| -21% | -$27.7K | 0.02% | 211 |
|
|
2015
Q1 | $132K | Buy |
1,694
+441
| +35% | +$34.5K | 0.03% | 186 |
|
|
2014
Q4 | $117K | Buy |
1,253
+225
| +22% | +$20.9K | 0.03% | 184 |
|
|
2014
Q3 | $90K | Sell |
1,028
-142
| -12% | -$12.4K | 0.02% | 197 |
|
|
2014
Q2 | $111K | Buy |
1,170
+225
| +24% | +$21.4K | 0.03% | 179 |
|
|
2014
Q1 | $85.1K | Hold |
945
| – | – | 0.02% | 181 |
|
|
2013
Q4 | $85.8K | Buy |
945
+125
| +15% | +$11.3K | 0.02% | 176 |
|
|
2013
Q3 | $61.9K | Buy |
820
+210
| +34% | +$15.9K | 0.02% | 190 |
|
|
2013
Q2 | $45.6K | Buy |
+610
| New | +$45.6K | 0.01% | 195 |
|