CA
Clearstead Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
47,066
+299
| +0.6% | +$95.4K | 0.21% | 99 |
|
|
2025
Q1 | $12.6M | Buy |
46,767
+3,873
| +9% | +$1.04M | 0.2% | 105 |
|
|
2024
Q4 | $12.7M | Sell |
42,894
-4,041
| -9% | -$1.2M | 0.19% | 111 |
|
|
2024
Q3 | $12.7M | Buy |
46,935
+613
| +1% | +$166K | 0.2% | 108 |
|
|
2024
Q2 | $10.7M | Buy |
46,322
+16,764
| +57% | +$3.88M | 0.18% | 113 |
|
|
2024
Q1 | $7.05M | Sell |
29,558
-409
| -1% | -$97.6K | 0.35% | 59 |
|
|
2023
Q4 | $5.61M | Sell |
29,967
-33,225
| -53% | -$6.22M | 0.3% | 68 |
|
|
2023
Q3 | $9.43M | Buy |
63,192
+32,189
| +104% | +$4.8M | 0.27% | 78 |
|
|
2023
Q2 | $5.4M | Buy |
31,003
+11,707
| +61% | +$2.04M | 0.33% | 61 |
|
|
2023
Q1 | $3.18M | Buy |
19,296
+666
| +4% | +$110K | 0.23% | 89 |
|
|
2022
Q4 | $2.75M | Buy |
18,630
+262
| +1% | +$38.7K | 0.22% | 90 |
|
|
2022
Q3 | $2.48M | Sell |
18,368
-731
| -4% | -$98.6K | 0.23% | 87 |
|
|
2022
Q2 | $2.65M | Buy |
19,099
+394
| +2% | +$54.6K | 0.21% | 97 |
|
|
2022
Q1 | $3.5M | Buy |
18,705
+1,282
| +7% | +$240K | 0.24% | 81 |
|
|
2021
Q4 | $2.85M | Sell |
17,423
-300
| -2% | -$49.1K | 0.19% | 97 |
|
|
2021
Q3 | $2.97M | Sell |
17,723
-1,083
| -6% | -$181K | 0.22% | 90 |
|
|
2021
Q2 | $3.11M | Sell |
18,806
-560
| -3% | -$92.5K | 0.24% | 86 |
|
|
2021
Q1 | $2.74M | Sell |
19,366
-1,215
| -6% | -$172K | 0.23% | 87 |
|
|
2020
Q4 | $2.49M | Buy |
20,581
+479
| +2% | +$57.9K | 0.23% | 86 |
|
|
2020
Q3 | $2.02M | Sell |
20,102
-8,760
| -30% | -$878K | 0.22% | 88 |
|
|
2020
Q2 | $2.75M | Buy |
28,862
+9,906
| +52% | +$943K | 0.32% | 65 |
|
|
2020
Q1 | $1.62M | Sell |
18,956
-555
| -3% | -$47.5K | 0.24% | 79 |
|
|
2019
Q4 | $2.43M | Sell |
19,511
-893
| -4% | -$111K | 0.29% | 73 |
|
|
2019
Q3 | $2.41M | Buy |
20,404
+416
| +2% | +$49.2K | 0.32% | 64 |
|
|
2019
Q2 | $2.47M | Sell |
19,988
-30
| -0.1% | -$3.7K | 0.33% | 64 |
|
|
2019
Q1 | $2.19M | Buy |
20,018
+320
| +2% | +$35K | 0.3% | 67 |
|
|
2018
Q4 | $1.88M | Buy |
19,698
+1,666
| +9% | +$159K | 0.29% | 70 |
|
|
2018
Q3 | $1.92M | Hold |
18,032
| – | – | 0.26% | 68 |
|
|
2018
Q2 | $1.77M | Hold |
18,032
| – | – | 0.25% | 68 |
|
|
2018
Q1 | $1.68M | Sell |
18,032
-3,089
| -15% | -$288K | 0.24% | 71 |
|
|
2017
Q4 | $2.1M | Buy |
21,121
+375
| +2% | +$37.3K | 0.28% | 64 |
|
|
2017
Q3 | $1.88M | Sell |
20,746
-148
| -0.7% | -$13.4K | 0.24% | 75 |
|
|
2017
Q2 | $1.76M | Sell |
20,894
-1,052
| -5% | -$88.6K | 0.26% | 74 |
|
|
2017
Q1 | $1.74M | Sell |
21,946
-249
| -1% | -$19.7K | 0.25% | 71 |
|
|
2016
Q4 | $1.64M | Buy |
+22,195
| New | +$1.64M | 0.27% | 63 |
|