Capital Investment Advisory Services’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 | $416K | Buy |
1,303
+261
| +25% | +$83.3K | 0.03% | 377 |
|
|
2025
Q1 | $280K | Sell |
1,042
-6
| -0.6% | -$1.61K | 0.03% | 452 |
|
|
2024
Q4 | $311K | Buy |
1,048
+69
| +7% | +$20.5K | 0.03% | 385 |
|
|
2024
Q3 | $266K | Buy |
979
+38
| +4% | +$10.3K | 0.03% | 432 |
|
|
2024
Q2 | $218K | Sell |
941
-7
| -0.7% | -$1.62K | 0.02% | 474 |
|
|
2024
Q1 | $216K | Buy |
+948
| New | +$216K | 0.02% | 467 |
|
|
2022
Q2 | – | Sell |
-1,103
| Closed | -$206K | – | 824 |
|
|
2022
Q1 | $206K | Buy |
+1,103
| New | +$206K | 0.02% | 485 |
|
|
2021
Q1 | – | Sell |
-2,004
| Closed | -$242K | – | 726 |
|
|
2020
Q4 | $242K | Buy |
+2,004
| New | +$242K | 0.04% | 377 |
|
|
2019
Q4 | – | Sell |
-588
| Closed | -$70K | – | 600 |
|
|
2019
Q3 | $70K | Buy |
588
+49
| +9% | +$5.83K | 0.02% | 481 |
|
|
2019
Q2 | $68K | Buy |
539
+153
| +40% | +$19.3K | 0.02% | 477 |
|
|
2019
Q1 | $42K | Hold |
386
| – | – | 0.02% | 517 |
|
|
2018
Q4 | $37K | Buy |
+386
| New | +$37K | 0.02% | 514 |
|