Charles Schwab’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24B | Buy |
3,885,227
+31,003
| +0.8% | +$9.89M | 0.21% | 80 |
|
|
2025
Q1 | $1.04B | Sell |
3,854,224
-24,210
| -0.6% | -$6.51M | 0.19% | 91 |
|
|
2024
Q4 | $1.15B | Buy |
3,878,434
+14,282
| +0.4% | +$4.24M | 0.21% | 76 |
|
|
2024
Q3 | $1.05B | Sell |
3,864,152
-44,722
| -1% | -$12.1M | 0.2% | 84 |
|
|
2024
Q2 | $905M | Buy |
3,908,874
+16,708
| +0.4% | +$3.87M | 0.17% | 100 |
|
|
2024
Q1 | $879M | Buy |
3,892,166
+52,890
| +1% | +$11.9M | 0.2% | 86 |
|
|
2023
Q4 | $713M | Buy |
3,839,276
+667,695
| +21% | +$124M | 0.18% | 105 |
|
|
2023
Q3 | $473M | Sell |
3,171,581
-31,210
| -1% | -$4.66M | 0.14% | 126 |
|
|
2023
Q2 | $558M | Sell |
3,202,791
-1,842
| -0.1% | -$321K | 0.16% | 113 |
|
|
2023
Q1 | $529M | Buy |
3,204,633
+17,700
| +0.6% | +$2.92M | 0.16% | 111 |
|
|
2022
Q4 | $471M | Buy |
3,186,933
+65,585
| +2% | +$9.69M | 0.15% | 127 |
|
|
2022
Q3 | $421M | Buy |
3,121,348
+33,620
| +1% | +$4.54M | 0.15% | 121 |
|
|
2022
Q2 | $428M | Sell |
3,087,728
-16,756
| -0.5% | -$2.32M | 0.15% | 123 |
|
|
2022
Q1 | $581M | Buy |
3,104,484
+21,137
| +0.7% | +$3.95M | 0.17% | 103 |
|
|
2021
Q4 | $504M | Buy |
3,083,347
+4,490
| +0.1% | +$735K | 0.15% | 124 |
|
|
2021
Q3 | $516M | Sell |
3,078,857
-12,939
| -0.4% | -$2.17M | 0.17% | 109 |
|
|
2021
Q2 | $511M | Buy |
3,091,796
+52,730
| +2% | +$8.71M | 0.17% | 107 |
|
|
2021
Q1 | $430M | Sell |
3,039,066
-362,383
| -11% | -$51.3M | 0.16% | 117 |
|
|
2020
Q4 | $411M | Sell |
3,401,449
-19,595
| -0.6% | -$2.37M | 0.16% | 118 |
|
|
2020
Q3 | $343M | Sell |
3,421,044
-128,012
| -4% | -$12.8M | 0.16% | 125 |
|
|
2020
Q2 | $338M | Buy |
3,549,056
+108,029
| +3% | +$10.3M | 0.17% | 122 |
|
|
2020
Q1 | $295M | Buy |
3,441,027
+42,840
| +1% | +$3.67M | 0.17% | 113 |
|
|
2019
Q4 | $423M | Buy |
3,398,187
+9,785
| +0.3% | +$1.22M | 0.23% | 80 |
|
|
2019
Q3 | $401M | Sell |
3,388,402
-28,743
| -0.8% | -$3.4M | 0.24% | 79 |
|
|
2019
Q2 | $422M | Sell |
3,417,145
-2,811
| -0.1% | -$347K | 0.26% | 71 |
|
|
2019
Q1 | $374M | Buy |
3,419,956
+453,620
| +15% | +$49.6M | 0.24% | 76 |
|
|
2018
Q4 | $283M | Buy |
2,966,336
+88,770
| +3% | +$8.46M | 0.22% | 84 |
|
|
2018
Q3 | $306M | Buy |
2,877,566
+88,341
| +3% | +$9.41M | 0.2% | 83 |
|
|
2018
Q2 | $273M | Buy |
2,789,225
+23,577
| +0.9% | +$2.31M | 0.2% | 85 |
|
|
2018
Q1 | $258M | Buy |
2,765,648
+71,786
| +3% | +$6.7M | 0.2% | 88 |
|
|
2017
Q4 | $268M | Buy |
2,693,862
+47,409
| +2% | +$4.71M | 0.21% | 81 |
|
|
2017
Q3 | $239M | Sell |
2,646,453
-55,131
| -2% | -$4.99M | 0.21% | 81 |
|
|
2017
Q2 | $228M | Buy |
2,701,584
+82,031
| +3% | +$6.91M | 0.21% | 81 |
|
|
2017
Q1 | $207M | Buy |
2,619,553
+85,833
| +3% | +$6.79M | 0.21% | 86 |
|
|
2016
Q4 | $188M | Buy |
2,533,720
+111,595
| +5% | +$8.27M | 0.21% | 87 |
|
|
2016
Q3 | $155M | Sell |
2,422,125
-46,887
| -2% | -$3M | 0.18% | 102 |
|
|
2016
Q2 | $150M | Buy |
2,469,012
+56,782
| +2% | +$3.45M | 0.19% | 100 |
|
|
2016
Q1 | $148M | Buy |
2,412,230
+41,243
| +2% | +$2.53M | 0.19% | 102 |
|
|
2015
Q4 | $165M | Buy |
2,370,987
+86,986
| +4% | +$6.05M | 0.22% | 82 |
|
|
2015
Q3 | $169M | Sell |
2,284,001
-7,398
| -0.3% | -$548K | 0.25% | 75 |
|
|
2015
Q2 | $178M | Buy |
2,291,399
+53,060
| +2% | +$4.12M | 0.25% | 78 |
|
|
2015
Q1 | $175M | Buy |
2,238,339
+88,738
| +4% | +$6.93M | 0.25% | 82 |
|
|
2014
Q4 | $200M | Buy |
2,149,601
+97,282
| +5% | +$9.05M | 0.3% | 57 |
|
|
2014
Q3 | $180M | Buy |
2,052,319
+29,911
| +1% | +$2.62M | 0.3% | 61 |
|
|
2014
Q2 | $192M | Buy |
2,022,408
+38,915
| +2% | +$3.69M | 0.32% | 58 |
|
|
2014
Q1 | $179M | Buy |
1,983,493
+30,375
| +2% | +$2.73M | 0.32% | 55 |
|
|
2013
Q4 | $177M | Buy |
1,953,118
+3,285
| +0.2% | +$298K | 0.34% | 55 |
|
|
2013
Q3 | $148M | Buy |
1,949,833
+31,847
| +2% | +$2.42M | 0.3% | 65 |
|
|
2013
Q2 | $145M | Buy |
+1,917,986
| New | +$145M | 0.32% | 59 |
|