Childress Capital Advisors’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 | $880K | Buy |
2,760
+385
| +16% | +$123K | 0.22% | 72 |
|
2025
Q1 | $639K | Sell |
2,375
-63
| -3% | -$17K | 0.19% | 78 |
|
2024
Q4 | $724K | Buy |
2,438
+31
| +1% | +$9.2K | 0.2% | 69 |
|
2024
Q3 | $653K | Buy |
2,407
+23
| +1% | +$6.24K | 0.18% | 83 |
|
2024
Q2 | $552K | Sell |
2,384
-46
| -2% | -$10.7K | 0.16% | 91 |
|
2024
Q1 | $553K | Sell |
2,430
-98
| -4% | -$22.3K | 0.16% | 88 |
|
2023
Q4 | $474K | Sell |
2,528
-62
| -2% | -$11.6K | 0.14% | 98 |
|
2023
Q3 | $384K | Buy |
+2,590
| New | +$384K | 0.13% | 100 |
|
2023
Q1 | – | Sell |
-2,195
| Closed | -$324K | – | 96 |
|
2022
Q4 | $324K | Sell |
2,195
-81
| -4% | -$12K | 0.11% | 123 |
|
2022
Q3 | $321K | Sell |
2,276
-221
| -9% | -$31.2K | 0.13% | 116 |
|
2022
Q2 | $346K | Buy |
2,497
+85
| +4% | +$11.8K | 0.14% | 111 |
|
2022
Q1 | $449K | Buy |
2,412
+532
| +28% | +$99K | 0.16% | 108 |
|
2021
Q4 | $308K | Sell |
1,880
-804
| -30% | -$132K | 0.13% | 130 |
|
2021
Q3 | $449K | Buy |
2,684
+1,116
| +71% | +$187K | 0.18% | 102 |
|
2021
Q2 | $259K | Sell |
1,568
-791
| -34% | -$131K | 0.12% | 134 |
|
2021
Q1 | $333K | Buy |
2,359
+625
| +36% | +$88.2K | 0.15% | 120 |
|
2020
Q4 | $210K | Buy |
+1,734
| New | +$210K | 0.12% | 92 |
|