Checchi Capital Advisers’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 | $2.03M | Buy |
6,378
+68
| +1% | +$21.7K | 0.11% | 121 |
|
|
2025
Q1 | $1.7M | Sell |
6,310
-346
| -5% | -$93.1K | 0.09% | 139 |
|
|
2024
Q4 | $1.98M | Sell |
6,656
-9
| -0.1% | -$2.67K | 0.12% | 121 |
|
|
2024
Q3 | $1.81M | Buy |
6,665
+117
| +2% | +$31.7K | 0.1% | 124 |
|
|
2024
Q2 | $1.52M | Buy |
6,548
+87
| +1% | +$20.1K | 0.08% | 140 |
|
|
2024
Q1 | $1.47M | Sell |
6,461
-116
| -2% | -$26.4K | 0.11% | 148 |
|
|
2023
Q4 | $1.23M | Buy |
6,577
+301
| +5% | +$56.4K | 0.1% | 163 |
|
|
2023
Q3 | $936K | Sell |
6,276
-252
| -4% | -$37.6K | 0.09% | 180 |
|
|
2023
Q2 | $1.14M | Buy |
6,528
+153
| +2% | +$26.7K | 0.1% | 163 |
|
|
2023
Q1 | $1.05M | Sell |
6,375
-106
| -2% | -$17.5K | 0.1% | 162 |
|
|
2022
Q4 | $958K | Sell |
6,481
-429
| -6% | -$63.4K | 0.1% | 167 |
|
|
2022
Q3 | $932K | Sell |
6,910
-45
| -0.6% | -$6.07K | 0.09% | 162 |
|
|
2022
Q2 | $1.07M | Buy |
6,955
+403
| +6% | +$62.1K | 0.09% | 153 |
|
|
2022
Q1 | $1.23M | Buy |
6,552
+244
| +4% | +$45.6K | 0.1% | 137 |
|
|
2021
Q4 | $1.03M | Buy |
6,308
+150
| +2% | +$24.5K | 0.09% | 145 |
|
|
2021
Q3 | $1.03M | Buy |
6,158
+128
| +2% | +$21.5K | 0.1% | 133 |
|
|
2021
Q2 | $996K | Sell |
6,030
-680
| -10% | -$112K | 0.1% | 141 |
|
|
2021
Q1 | $949K | Sell |
6,710
-544
| -7% | -$76.9K | 0.09% | 137 |
|
|
2020
Q4 | $877K | Sell |
7,254
-687
| -9% | -$83.1K | 0.09% | 136 |
|
|
2020
Q3 | $796K | Buy |
7,941
+367
| +5% | +$36.8K | 0.09% | 131 |
|
|
2020
Q2 | $721K | Buy |
7,574
+605
| +9% | +$57.6K | 0.09% | 141 |
|
|
2020
Q1 | $597K | Sell |
6,969
-1,394
| -17% | -$119K | 0.06% | 142 |
|
|
2019
Q4 | $1.04M | Buy |
8,363
+63
| +0.8% | +$7.84K | 0.14% | 105 |
|
|
2019
Q3 | $982K | Sell |
8,300
-123
| -1% | -$14.6K | 0.13% | 98 |
|
|
2019
Q2 | $1.04M | Buy |
8,423
+847
| +11% | +$105K | 0.13% | 97 |
|
|
2019
Q1 | $828K | Sell |
7,576
-271
| -3% | -$29.6K | 0.1% | 113 |
|
|
2018
Q4 | $748K | Sell |
7,847
-1,227
| -14% | -$117K | 0.1% | 115 |
|
|
2018
Q3 | $966K | Buy |
9,074
+217
| +2% | +$23.1K | 0.11% | 113 |
|
|
2018
Q2 | $868K | Buy |
8,857
+145
| +2% | +$14.2K | 0.11% | 115 |
|
|
2018
Q1 | $813K | Buy |
8,712
+171
| +2% | +$16K | 0.11% | 119 |
|
|
2017
Q4 | $848K | Buy |
8,541
+2,233
| +35% | +$222K | 0.11% | 108 |
|
|
2017
Q3 | $571K | Buy |
6,308
+255
| +4% | +$23.1K | 0.06% | 144 |
|
|
2017
Q2 | $510K | Sell |
6,053
-566
| -9% | -$47.7K | 0.06% | 165 |
|
|
2017
Q1 | $524K | Buy |
6,619
+616
| +10% | +$48.8K | 0.06% | 161 |
|
|
2016
Q4 | $445K | Sell |
6,003
-319
| -5% | -$23.6K | 0.06% | 184 |
|
|
2016
Q3 | $405K | Buy |
6,322
+125
| +2% | +$8.01K | 0.05% | 183 |
|
|
2016
Q2 | $377K | Buy |
6,197
+68
| +1% | +$4.14K | 0.04% | 193 |
|
|
2016
Q1 | $376K | Sell |
6,129
-937
| -13% | -$57.5K | 0.08% | 188 |
|
|
2015
Q4 | $491K | Sell |
7,066
-526
| -7% | -$36.6K | 0.12% | 146 |
|
|
2015
Q3 | $563K | Buy |
7,592
+239
| +3% | +$17.7K | 0.15% | 123 |
|
|
2015
Q2 | $571K | Sell |
7,353
-541
| -7% | -$42K | 0.15% | 123 |
|
|
2015
Q1 | $617K | Buy |
7,894
+1,153
| +17% | +$90.1K | 0.18% | 107 |
|
|
2014
Q4 | $627K | Buy |
6,741
+591
| +10% | +$55K | 0.24% | 91 |
|
|
2014
Q3 | $538K | Buy |
6,150
+2,128
| +53% | +$186K | 0.22% | 94 |
|
|
2014
Q2 | $382K | Buy |
4,022
+764
| +23% | +$72.6K | 0.17% | 108 |
|
|
2014
Q1 | $293K | Buy |
3,258
+826
| +34% | +$74.3K | 0.18% | 112 |
|
|
2013
Q4 | $221K | Buy |
+2,432
| New | +$221K | 0.17% | 125 |
|