Cetera Investment Advisers’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.4M | Buy |
173,577
+12,694
| +8% | +$4.05M | 0.09% | 215 |
|
|
2025
Q1 | $43.3M | Buy |
160,883
+16,218
| +11% | +$4.36M | 0.08% | 241 |
|
|
2024
Q4 | $42.9M | Buy |
144,665
+778
| +0.5% | +$231K | 0.09% | 226 |
|
|
2024
Q3 | $39M | Buy |
143,887
+10,081
| +8% | +$2.73M | 0.09% | 231 |
|
|
2024
Q2 | $31M | Sell |
133,806
-31,055
| -19% | -$7.19M | 0.07% | 272 |
|
|
2024
Q1 | $37.5M | Buy |
164,861
+113,249
| +219% | +$25.8M | 0.09% | 223 |
|
|
2023
Q4 | $9.67M | Buy |
51,612
+1,541
| +3% | +$289K | 0.08% | 236 |
|
|
2023
Q3 | $7.47M | Buy |
50,071
+12,010
| +32% | +$1.79M | 0.06% | 295 |
|
|
2023
Q2 | $6.63M | Buy |
38,061
+2,340
| +7% | +$408K | 0.06% | 324 |
|
|
2023
Q1 | $5.89M | Buy |
35,721
+1,752
| +5% | +$289K | 0.05% | 340 |
|
|
2022
Q4 | $5.02M | Buy |
33,969
+5,547
| +20% | +$820K | 0.05% | 386 |
|
|
2022
Q3 | $4K | Buy |
28,422
+9,506
| +50% | +$1.34K | ﹤0.01% | 1678 |
|
|
2022
Q2 | $2.62M | Sell |
18,916
-3,140
| -14% | -$435K | 0.04% | 443 |
|
|
2022
Q1 | $4.12M | Sell |
22,056
-1,268
| -5% | -$237K | 0.06% | 328 |
|
|
2021
Q4 | $3.82M | Buy |
23,324
+48
| +0.2% | +$7.85K | 0.05% | 360 |
|
|
2021
Q3 | $3.9M | Sell |
23,276
-2,104
| -8% | -$352K | 0.06% | 325 |
|
|
2021
Q2 | $4.19M | Buy |
25,380
+4,644
| +22% | +$767K | 0.07% | 302 |
|
|
2021
Q1 | $2.93M | Sell |
20,736
-587
| -3% | -$83K | 0.06% | 330 |
|
|
2020
Q4 | $2.58M | Buy |
21,323
+17,724
| +492% | +$2.14M | 0.05% | 367 |
|
|
2020
Q3 | $361K | Buy |
3,599
+18
| +0.5% | +$1.81K | 0.03% | 456 |
|
|
2020
Q2 | $341K | Buy |
+3,581
| New | +$341K | 0.03% | 445 |
|
|
2020
Q1 | – | Sell |
-1,970
| Closed | -$242K | – | 548 |
|
|
2019
Q4 | $242K | Buy |
1,970
+43
| +2% | +$5.28K | 0.02% | 502 |
|
|
2019
Q3 | $232K | Sell |
1,927
-896
| -32% | -$108K | 0.03% | 466 |
|
|
2019
Q2 | $345K | Sell |
2,823
-112
| -4% | -$13.7K | 0.04% | 361 |
|
|
2019
Q1 | $320K | Sell |
2,935
-139
| -5% | -$15.2K | 0.05% | 366 |
|
|
2018
Q4 | $297K | Buy |
+3,074
| New | +$297K | 0.05% | 339 |
|