Capital Investment 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 | $51M | Buy |
159,809
+54,551
| +52% | +$17.4M | 0.91% | 32 |
|
|
2025
Q1 | $28.3M | Sell |
105,258
-4,607
| -4% | -$1.24M | 0.55% | 51 |
|
|
2024
Q4 | $32.6M | Buy |
109,865
+3,224
| +3% | +$957K | 0.66% | 43 |
|
|
2024
Q3 | $28.9M | Sell |
106,641
-4,085
| -4% | -$1.11M | 0.6% | 51 |
|
|
2024
Q2 | $25.6M | Buy |
110,726
+3,939
| +4% | +$912K | 0.58% | 53 |
|
|
2024
Q1 | $24.3M | Sell |
106,787
-15,828
| -13% | -$3.6M | 0.57% | 55 |
|
|
2023
Q4 | $23M | Buy |
122,615
+6,883
| +6% | +$1.29M | 0.58% | 51 |
|
|
2023
Q3 | $17.3M | Buy |
115,732
+112,101
| +3,087% | +$16.7M | 0.48% | 58 |
|
|
2023
Q2 | $633K | Buy |
3,631
+104
| +3% | +$18.1K | 0.02% | 307 |
|
|
2023
Q1 | $582K | Sell |
3,527
-842
| -19% | -$139K | 0.02% | 329 |
|
|
2022
Q4 | $646K | Buy |
4,369
+893
| +26% | +$132K | 0.02% | 315 |
|
|
2022
Q3 | $469K | Sell |
3,476
-1,150
| -25% | -$155K | 0.02% | 347 |
|
|
2022
Q2 | $641K | Sell |
4,626
-1,334
| -22% | -$185K | 0.02% | 312 |
|
|
2022
Q1 | $1.11M | Sell |
5,960
-342
| -5% | -$63.9K | 0.03% | 251 |
|
|
2021
Q4 | $1.03M | Buy |
6,302
+42
| +0.7% | +$6.87K | 0.03% | 267 |
|
|
2021
Q3 | $1.05M | Buy |
6,260
+153
| +3% | +$25.6K | 0.04% | 256 |
|
|
2021
Q2 | $1.01M | Buy |
6,107
+154
| +3% | +$25.4K | 0.03% | 268 |
|
|
2021
Q1 | $842K | Buy |
5,953
+78
| +1% | +$11K | 0.03% | 281 |
|
|
2020
Q4 | $710K | Sell |
5,875
-123
| -2% | -$14.9K | 0.03% | 295 |
|
|
2020
Q3 | $601K | Sell |
5,998
-54
| -0.9% | -$5.41K | 0.03% | 295 |
|
|
2020
Q2 | $576K | Buy |
6,052
+604
| +11% | +$57.5K | 0.03% | 292 |
|
|
2020
Q1 | $466K | Sell |
5,448
-409
| -7% | -$35K | 0.03% | 290 |
|
|
2019
Q4 | $729K | Sell |
5,857
-265
| -4% | -$33K | 0.04% | 276 |
|
|
2019
Q3 | $724K | Sell |
6,122
-104
| -2% | -$12.3K | 0.04% | 262 |
|
|
2019
Q2 | $769K | Buy |
6,226
+117
| +2% | +$14.5K | 0.04% | 251 |
|
|
2019
Q1 | $668K | Sell |
6,109
-320
| -5% | -$35K | 0.04% | 258 |
|
|
2018
Q4 | $613K | Sell |
6,429
-246
| -4% | -$23.5K | 0.04% | 252 |
|
|
2018
Q3 | $711K | Sell |
6,675
-281
| -4% | -$29.9K | 0.04% | 244 |
|
|
2018
Q2 | $682K | Buy |
6,956
+182
| +3% | +$17.8K | 0.04% | 249 |
|
|
2018
Q1 | $632K | Buy |
6,774
+244
| +4% | +$22.8K | 0.04% | 257 |
|
|
2017
Q4 | $648K | Sell |
6,530
-17
| -0.3% | -$1.69K | 0.04% | 259 |
|
|
2017
Q3 | $592K | Buy |
6,547
+128
| +2% | +$11.6K | 0.04% | 259 |
|
|
2017
Q2 | $541K | Buy |
6,419
+67
| +1% | +$5.65K | 0.04% | 263 |
|
|
2017
Q1 | $502K | Buy |
6,352
+180
| +3% | +$14.2K | 0.04% | 280 |
|
|
2016
Q4 | $457K | Sell |
6,172
-460
| -7% | -$34.1K | 0.04% | 286 |
|
|
2016
Q3 | $425K | Buy |
6,632
+500
| +8% | +$32K | 0.04% | 286 |
|
|
2016
Q2 | $373K | Buy |
6,132
+387
| +7% | +$23.5K | 0.03% | 296 |
|
|
2016
Q1 | $353K | Sell |
5,745
-609
| -10% | -$37.4K | 0.03% | 297 |
|
|
2015
Q4 | $442K | Sell |
6,354
-276
| -4% | -$19.2K | 0.05% | 267 |
|
|
2015
Q3 | $491K | Hold |
6,630
| – | – | 0.06% | 229 |
|
|
2015
Q2 | $515K | Hold |
6,630
| – | – | 0.06% | 234 |
|
|
2015
Q1 | $518K | Sell |
6,630
-205
| -3% | -$16K | 0.05% | 239 |
|
|
2014
Q4 | $636K | Buy |
6,835
+174
| +3% | +$16.2K | 0.07% | 217 |
|
|
2014
Q3 | $583K | Sell |
6,661
-200
| -3% | -$17.5K | 0.07% | 209 |
|
|
2014
Q2 | $651K | Hold |
6,861
| – | – | 0.07% | 208 |
|
|
2014
Q1 | $618K | Sell |
6,861
-200
| -3% | -$18K | 0.08% | 209 |
|
|
2013
Q4 | $641K | Buy |
+7,061
| New | +$641K | 0.09% | 200 |
|