Chicago Capital’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 | $4.43M | Buy |
13,898
+255
| +2% | +$81.3K | 0.11% | 90 |
|
2025
Q1 | $3.67M | Buy |
13,643
+275
| +2% | +$74K | 0.1% | 100 |
|
2024
Q4 | $3.97M | Buy |
13,368
+513
| +4% | +$152K | 0.11% | 93 |
|
2024
Q3 | $3.49M | Buy |
12,855
+276
| +2% | +$74.9K | 0.1% | 99 |
|
2024
Q2 | $2.91M | Buy |
12,579
+1,300
| +12% | +$301K | 0.09% | 103 |
|
2024
Q1 | $2.57M | Buy |
11,279
+1,430
| +15% | +$326K | 0.08% | 107 |
|
2023
Q4 | $1.85M | Hold |
9,849
| – | – | 0.07% | 117 |
|
2023
Q3 | $1.47M | Hold |
9,849
| – | – | 0.07% | 88 |
|
2023
Q2 | $1.72M | Hold |
9,849
| – | – | 0.08% | 81 |
|
2023
Q1 | $1.62M | Hold |
9,849
| – | – | 0.08% | 83 |
|
2022
Q4 | $1.46M | Hold |
9,849
| – | – | 0.08% | 90 |
|
2022
Q3 | $1.33M | Sell |
9,849
-65
| -0.7% | -$8.77K | 0.08% | 87 |
|
2022
Q2 | $1.37M | Sell |
9,914
-35
| -0.4% | -$4.85K | 0.08% | 93 |
|
2022
Q1 | $1.86M | Hold |
9,949
| – | – | 0.08% | 84 |
|
2021
Q4 | $1.63M | Hold |
9,949
| – | – | 0.06% | 92 |
|
2021
Q3 | $1.67M | Sell |
9,949
-120
| -1% | -$20.1K | 0.06% | 89 |
|
2021
Q2 | $1.66M | Sell |
10,069
-35
| -0.3% | -$5.78K | 0.07% | 86 |
|
2021
Q1 | $1.43M | Sell |
10,104
-200
| -2% | -$28.3K | 0.06% | 91 |
|
2020
Q4 | $1.25M | Sell |
10,304
-500
| -5% | -$60.5K | 0.06% | 98 |
|
2020
Q3 | $1.08M | Hold |
10,804
| – | – | 0.06% | 102 |
|
2020
Q2 | $1.03M | Buy |
10,804
+3,926
| +57% | +$374K | 0.06% | 102 |
|
2020
Q1 | $589K | Sell |
6,878
-900
| -12% | -$77.1K | 0.05% | 124 |
|
2019
Q4 | $968K | Hold |
7,778
| – | – | 0.06% | 114 |
|
2019
Q3 | $920K | Buy |
7,778
+150
| +2% | +$17.7K | 0.06% | 114 |
|
2019
Q2 | $942K | Buy |
7,628
+800
| +12% | +$98.8K | 0.06% | 112 |
|
2019
Q1 | $746K | Buy |
6,828
+900
| +15% | +$98.3K | 0.05% | 122 |
|
2018
Q4 | $565K | Hold |
5,928
| – | – | 0.05% | 134 |
|
2018
Q3 | $631K | Hold |
5,928
| – | – | 0.04% | 130 |
|
2018
Q2 | $581K | Hold |
5,928
| – | – | 0.05% | 141 |
|
2018
Q1 | $553K | Buy |
+5,928
| New | +$553K | 0.07% | 102 |
|