Certified Advisory Corp’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 | $320K | Buy |
1,004
+11
| +1% | +$3.51K | 0.03% | 248 |
|
|
2025
Q1 | $267K | Sell |
993
-143
| -13% | -$38.5K | 0.03% | 252 |
|
|
2024
Q4 | $337K | Hold |
1,136
| – | – | 0.04% | 236 |
|
|
2024
Q3 | $308K | Sell |
1,136
-167
| -13% | -$45.3K | 0.03% | 244 |
|
|
2024
Q2 | $302K | Buy |
1,303
+50
| +4% | +$11.6K | 0.04% | 232 |
|
|
2024
Q1 | $285K | Hold |
1,253
| – | – | 0.04% | 229 |
|
|
2023
Q4 | $235K | Buy |
+1,253
| New | +$235K | 0.04% | 242 |
|
|
2021
Q2 | – | Sell |
-1,020
| Closed | -$144K | – | 246 |
|
|
2021
Q1 | $144K | Buy |
+1,020
| New | +$144K | 0.04% | 218 |
|
|
2020
Q2 | $145K | Hold |
1,520
| – | – | 0.05% | 200 |
|
|
2020
Q1 | $130K | Buy |
1,520
+80
| +6% | +$6.84K | 0.05% | 190 |
|
|
2019
Q4 | $179K | Hold |
1,440
| – | – | 0.06% | 193 |
|
|
2019
Q3 | $170K | Buy |
1,440
+295
| +26% | +$34.8K | 0.06% | 195 |
|
|
2019
Q2 | $141K | Hold |
1,145
| – | – | 0.05% | 196 |
|
|
2019
Q1 | $125K | Buy |
1,145
+23
| +2% | +$2.51K | 0.05% | 197 |
|
|
2018
Q4 | $107K | Hold |
1,122
| – | – | 0.06% | 192 |
|
|
2018
Q3 | $119K | Hold |
1,122
| – | – | 0.06% | 191 |
|
|
2018
Q2 | $110K | Hold |
1,122
| – | – | 0.06% | 191 |
|
|
2018
Q1 | $104K | Buy |
1,122
+100
| +10% | +$9.27K | 0.06% | 190 |
|
|
2017
Q4 | $101K | Buy |
+1,022
| New | +$101K | 0.07% | 160 |
|