Capital Wealth Planning’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 | $584M | Sell |
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|
2025
Q1 | $524M | Buy |
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|
2024
Q4 | $450M | Buy |
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|
2024
Q3 | $337M | Buy |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | $243K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $677K | Buy |
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|
2023
Q2 | $786K | Sell |
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|
2023
Q1 | $746K | Sell |
|
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $154M | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $951K | Sell |
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|
2021
Q2 | $991K | Sell |
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|
2021
Q1 | $919K | Sell |
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|
2020
Q4 | $862K | Sell |
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|
2020
Q3 | $747K | Sell |
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|
2020
Q2 | $793K | Sell |
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|
2020
Q1 | $942K | Sell |
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|
2019
Q4 | $49.2M | Buy |
|
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|
2019
Q3 | $43.8M | Sell |
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|
2019
Q2 | $61M | Buy |
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|
2019
Q1 | $1.4M | Sell |
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|
2018
Q4 | $2.73M | Buy |
|
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|
2018
Q3 | $2.96M | Buy |
|
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $201K | Buy |
|
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|
2017
Q4 | – | Sell |
|
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|
2017
Q3 | $1.35M | Sell |
|
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|
2017
Q2 | $15.9M | Buy |
|
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $216K | Buy |
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $202K | Hold |
|
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|
2015
Q3 | $215K | Hold |
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|
2015
Q2 | $226K | Hold |
|
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|
2015
Q1 | $227K | Hold |
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|
2014
Q4 | $271K | Hold |
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|
2014
Q3 | $255K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $340K | Buy |
|