Clarius Group LLC’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 | $1.34M | Sell |
4,204
-897
| -18% | -$286K | 0.08% | 114 |
|
|
2025
Q1 | $1.37M | Buy |
5,101
+1,922
| +60% | +$517K | 0.09% | 107 |
|
|
2024
Q4 | $943K | Sell |
3,179
-700
| -18% | -$208K | 0.06% | 131 |
|
|
2024
Q3 | $1.05M | Sell |
3,879
-132
| -3% | -$35.7K | 0.07% | 119 |
|
|
2024
Q2 | $929K | Sell |
4,011
-229
| -5% | -$53K | 0.07% | 122 |
|
|
2024
Q1 | $965K | Sell |
4,240
-633
| -13% | -$144K | 0.07% | 124 |
|
|
2023
Q4 | $913K | Sell |
4,873
-474
| -9% | -$88.8K | 0.08% | 135 |
|
|
2023
Q3 | $798K | Sell |
5,347
-1,844
| -26% | -$275K | 0.08% | 137 |
|
|
2023
Q2 | $1.25M | Sell |
7,191
-136
| -2% | -$23.7K | 0.1% | 115 |
|
|
2023
Q1 | $1.21M | Buy |
7,327
+142
| +2% | +$23.4K | 0.1% | 114 |
|
|
2022
Q4 | $1.06M | Buy |
7,185
+296
| +4% | +$43.8K | 0.1% | 128 |
|
|
2022
Q3 | $929K | Sell |
6,889
-99
| -1% | -$13.4K | 0.09% | 127 |
|
|
2022
Q2 | $969K | Buy |
6,988
+755
| +12% | +$105K | 0.1% | 128 |
|
|
2022
Q1 | $1.02M | Hold |
6,233
| – | – | 0.08% | 133 |
|
|
2021
Q4 | $1.02M | Buy |
6,233
+186
| +3% | +$30.4K | 0.08% | 133 |
|
|
2021
Q3 | $1.01M | Buy |
6,047
+92
| +2% | +$15.4K | 0.09% | 122 |
|
|
2021
Q2 | $984K | Buy |
5,955
+98
| +2% | +$16.2K | 0.09% | 121 |
|
|
2021
Q1 | $828K | Buy |
5,857
+82
| +1% | +$11.6K | 0.08% | 127 |
|
|
2020
Q4 | $698K | Buy |
5,775
+248
| +4% | +$30K | 0.08% | 132 |
|
|
2020
Q3 | $554K | Sell |
5,527
-801
| -13% | -$80.3K | 0.07% | 126 |
|
|
2020
Q2 | $602K | Buy |
6,328
+641
| +11% | +$61K | 0.08% | 117 |
|
|
2020
Q1 | $487K | Buy |
5,687
+810
| +17% | +$69.4K | 0.09% | 109 |
|
|
2019
Q4 | $633K | Sell |
4,877
-182
| -4% | -$23.6K | 0.1% | 104 |
|
|
2019
Q3 | $598K | Buy |
5,059
+401
| +9% | +$47.4K | 0.11% | 104 |
|
|
2019
Q2 | $575K | Buy |
4,658
+598
| +15% | +$73.8K | 0.12% | 97 |
|
|
2019
Q1 | $444K | Buy |
+4,060
| New | +$444K | 0.11% | 100 |
|