Centaurus Financial’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 | $548K | Buy |
1,719
+281
| +20% | +$89.6K | 0.03% | 445 |
|
|
2025
Q1 | $387K | Sell |
1,438
-167
| -10% | -$44.9K | 0.02% | 517 |
|
|
2024
Q4 | $476K | Buy |
1,605
+287
| +22% | +$85.1K | 0.03% | 451 |
|
|
2024
Q3 | $358K | Buy |
1,318
+97
| +8% | +$26.3K | 0.02% | 485 |
|
|
2024
Q2 | $283K | Buy |
1,221
+1
| +0.1% | +$232 | 0.02% | 516 |
|
|
2024
Q1 | $278K | Buy |
1,220
+9
| +0.7% | +$2.05K | 0.02% | 519 |
|
|
2023
Q4 | $227K | Buy |
1,211
+102
| +9% | +$19.1K | 0.02% | 561 |
|
|
2023
Q3 | $165K | Sell |
1,109
-38
| -3% | -$5.65K | 0.01% | 610 |
|
|
2023
Q2 | $200K | Sell |
1,147
-6,038
| -84% | -$1.05M | 0.02% | 582 |
|
|
2023
Q1 | $1.19M | Sell |
7,185
-469
| -6% | -$77.4K | 0.09% | 232 |
|
|
2022
Q4 | $1.13M | Buy |
7,654
+5,957
| +351% | +$880K | 0.11% | 214 |
|
|
2022
Q3 | $229K | Sell |
1,697
-4,620
| -73% | -$623K | 0.02% | 573 |
|
|
2022
Q2 | $876K | Buy |
6,317
+174
| +3% | +$24.1K | 0.09% | 261 |
|
|
2022
Q1 | $1.15M | Buy |
6,143
+4,875
| +384% | +$912K | 0.09% | 265 |
|
|
2021
Q4 | $207K | Buy |
1,268
+163
| +15% | +$26.6K | 0.02% | 668 |
|
|
2021
Q3 | $185K | Sell |
1,105
-44
| -4% | -$7.37K | 0.02% | 677 |
|
|
2021
Q2 | $190K | Buy |
1,149
+135
| +13% | +$22.3K | 0.02% | 685 |
|
|
2021
Q1 | $143K | Buy |
1,014
+2
| +0.2% | +$282 | 0.01% | 683 |
|
|
2020
Q4 | $122K | Sell |
1,012
-195
| -16% | -$23.5K | 0.01% | 692 |
|
|
2020
Q3 | $121K | Sell |
1,207
-293
| -20% | -$29.4K | 0.02% | 569 |
|
|
2020
Q2 | $143K | Sell |
1,500
-49
| -3% | -$4.67K | 0.02% | 504 |
|
|
2020
Q1 | $133K | Buy |
1,549
+305
| +25% | +$26.2K | 0.03% | 425 |
|
|
2019
Q4 | $155K | Buy |
+1,244
| New | +$155K | 0.02% | 508 |
|
|
2019
Q3 | – | Sell |
-1,523
| Closed | -$188K | – | 457 |
|
|
2019
Q2 | $188K | Buy |
1,523
+1,397
| +1,109% | +$172K | 0.03% | 439 |
|
|
2019
Q1 | $1.15K | Buy |
+126
| New | +$1.15K | 0.01% | 522 |
|
|
2018
Q4 | – | Sell |
-2
| Closed | -$161 | – | 472 |
|
|
2018
Q3 | $161 | Sell |
2
-9,725
| -100% | -$783K | 0.03% | 417 |
|
|
2018
Q2 | $953K | Buy |
9,727
+2,661
| +38% | +$261K | 0.13% | 176 |
|
|
2018
Q1 | $659K | Buy |
+7,066
| New | +$659K | 0.15% | 163 |
|