Chicago Partners Investment Group’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 | $2M | Buy |
6,470
+1,459
| +29% | +$450K | 0.06% | 254 |
|
|
2025
Q1 | $1.38M | Buy |
5,011
+340
| +7% | +$93.9K | 0.05% | 298 |
|
|
2024
Q4 | $1.41M | Buy |
4,671
+92
| +2% | +$27.9K | 0.05% | 282 |
|
|
2024
Q3 | $1.24M | Buy |
4,579
+155
| +4% | +$42K | 0.04% | 294 |
|
|
2024
Q2 | $1.12M | Buy |
4,424
+45
| +1% | +$11.4K | 0.04% | 300 |
|
|
2024
Q1 | $1.05M | Buy |
4,379
+158
| +4% | +$37.8K | 0.04% | 310 |
|
|
2023
Q4 | $784K | Buy |
4,221
+19
| +0.5% | +$3.53K | 0.04% | 339 |
|
|
2023
Q3 | $608K | Sell |
4,202
-19
| -0.5% | -$2.75K | 0.03% | 363 |
|
|
2023
Q2 | $704K | Buy |
4,221
+1,098
| +35% | +$183K | 0.04% | 345 |
|
|
2023
Q1 | $501K | Buy |
3,123
+778
| +33% | +$125K | 0.03% | 383 |
|
|
2022
Q4 | $419K | Sell |
2,345
-39
| -2% | -$6.97K | 0.03% | 418 |
|
|
2022
Q3 | $350K | Sell |
2,384
-1
| -0% | -$147 | 0.03% | 409 |
|
|
2022
Q2 | $367K | Buy |
2,385
+88
| +4% | +$13.5K | 0.03% | 398 |
|
|
2022
Q1 | $359K | Sell |
2,297
-620
| -21% | -$96.9K | 0.03% | 385 |
|
|
2021
Q4 | $561K | Buy |
2,917
+167
| +6% | +$32.1K | 0.04% | 312 |
|
|
2021
Q3 | $499K | Sell |
2,750
-42
| -2% | -$7.62K | 0.04% | 336 |
|
|
2021
Q2 | $482K | Buy |
2,792
+16
| +0.6% | +$2.76K | 0.04% | 330 |
|
|
2021
Q1 | $417K | Buy |
2,776
+540
| +24% | +$81.1K | 0.03% | 329 |
|
|
2020
Q4 | $282K | Buy |
2,236
+33
| +1% | +$4.16K | 0.03% | 378 |
|
|
2020
Q3 | $212K | Buy |
+2,203
| New | +$212K | 0.03% | 377 |
|
|
2018
Q4 | – | Sell |
-1,221
| Closed | -$124K | – | 365 |
|
|
2018
Q3 | $124K | Buy |
1,221
+2
| +0.2% | +$203 | 0.02% | 370 |
|
|
2018
Q2 | $119K | Buy |
1,219
+40
| +3% | +$3.91K | 0.02% | 357 |
|
|
2018
Q1 | $110K | Buy |
1,179
+159
| +16% | +$14.8K | 0.02% | 338 |
|
|
2017
Q4 | $101K | Buy |
1,020
+4
| +0.4% | +$396 | 0.02% | 354 |
|
|
2017
Q3 | $92K | Buy |
1,016
+561
| +123% | +$50.8K | 0.02% | 357 |
|
|
2017
Q2 | $36K | Sell |
455
-163
| -26% | -$12.9K | 0.01% | 431 |
|
|
2017
Q1 | $49K | Buy |
618
+2
| +0.3% | +$159 | 0.01% | 316 |
|
|
2016
Q4 | $46K | Buy |
616
+3
| +0.5% | +$224 | 0.02% | 309 |
|
|
2016
Q3 | $39K | Buy |
613
+3
| +0.5% | +$191 | 0.02% | 317 |
|
|
2016
Q2 | $37K | Buy |
+610
| New | +$37K | 0.02% | 274 |
|
|
2015
Q2 | – | Sell |
-38
| Closed | -$4K | – | 443 |
|
|
2015
Q1 | $4K | Sell |
38
-187
| -83% | -$19.7K | ﹤0.01% | 437 |
|
|
2014
Q4 | $21K | Buy |
+225
| New | +$21K | 0.01% | 284 |
|