Chesapeake Wealth Management’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 | $1.81M | Sell |
5,681
-356
| -6% | -$114K | 0.6% | 48 |
|
|
2025
Q1 | $1.62M | Sell |
6,037
-235
| -4% | -$63.2K | 0.58% | 52 |
|
|
2024
Q4 | $1.86M | Sell |
6,272
-223
| -3% | -$66.2K | 0.64% | 50 |
|
|
2024
Q3 | $1.76M | Sell |
6,495
-61
| -0.9% | -$16.5K | 0.6% | 50 |
|
|
2024
Q2 | $1.52M | Sell |
6,556
-569
| -8% | -$132K | 0.55% | 54 |
|
|
2024
Q1 | $1.62M | Sell |
7,125
-378
| -5% | -$86.1K | 0.59% | 52 |
|
|
2023
Q4 | $1.41M | Buy |
7,503
+67
| +0.9% | +$12.6K | 0.54% | 54 |
|
|
2023
Q3 | $1.11M | Sell |
7,436
-52
| -0.7% | -$7.76K | 0.46% | 64 |
|
|
2023
Q2 | $1.3M | Sell |
7,488
-107
| -1% | -$18.6K | 0.51% | 60 |
|
|
2023
Q1 | $1.25M | Buy |
7,595
+175
| +2% | +$28.9K | 0.52% | 57 |
|
|
2022
Q4 | $1.1M | Buy |
7,420
+233
| +3% | +$34.4K | 0.48% | 63 |
|
|
2022
Q3 | $970K | Buy |
7,187
+2,028
| +39% | +$274K | 0.44% | 62 |
|
|
2022
Q2 | $715K | Buy |
5,159
+1,568
| +44% | +$217K | 0.31% | 83 |
|
|
2022
Q1 | $671K | Buy |
3,591
+2,326
| +184% | +$435K | 0.24% | 100 |
|
|
2021
Q4 | $207K | Sell |
1,265
-240
| -16% | -$39.3K | 0.07% | 191 |
|
|
2021
Q3 | $252K | Sell |
1,505
-389
| -21% | -$65.1K | 0.09% | 182 |
|
|
2021
Q2 | $313K | Sell |
1,894
-179
| -9% | -$29.6K | 0.1% | 175 |
|
|
2021
Q1 | $293K | Sell |
2,073
-241
| -10% | -$34.1K | 0.1% | 185 |
|
|
2020
Q4 | $280K | Sell |
2,314
-281
| -11% | -$34K | 0.1% | 185 |
|
|
2020
Q3 | $260K | Sell |
2,595
-1,331
| -34% | -$133K | 0.1% | 178 |
|
|
2020
Q2 | $374K | Sell |
3,926
-2,114
| -35% | -$201K | 0.15% | 139 |
|
|
2020
Q1 | $517K | Sell |
6,040
-888
| -13% | -$76K | 0.24% | 100 |
|
|
2019
Q4 | $862K | Sell |
6,928
-5,469
| -44% | -$680K | 0.33% | 89 |
|
|
2019
Q3 | $1.47M | Buy |
12,397
+804
| +7% | +$95.1K | 0.6% | 39 |
|
|
2019
Q2 | $1.43M | Buy |
11,593
+1,596
| +16% | +$197K | 0.6% | 39 |
|
|
2019
Q1 | $1.09M | Buy |
9,997
+1,080
| +12% | +$118K | 0.48% | 59 |
|
|
2018
Q4 | $850K | Buy |
8,917
+3,076
| +53% | +$293K | 0.42% | 66 |
|
|
2018
Q3 | $622K | Buy |
+5,841
| New | +$622K | 0.28% | 90 |
|