Clifford Capital Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-47,691
| Closed | -$14.2M | – | 46 |
|
|
2024
Q4 | $14.2M | Sell |
47,691
-1,764
| -4% | -$524K | 2.93% | 21 |
|
|
2024
Q3 | $13.4M | Sell |
49,455
-24,377
| -33% | -$6.61M | 2.67% | 26 |
|
|
2024
Q2 | $17.1M | Sell |
73,832
-15,492
| -17% | -$3.59M | 3.72% | 8 |
|
|
2024
Q1 | $20.3M | Buy |
89,324
+2,383
| +3% | +$543K | 5.17% | 1 |
|
|
2023
Q4 | $16.3M | Buy |
86,941
+2,126
| +3% | +$398K | 4.2% | 2 |
|
|
2023
Q3 | $12.7M | Buy |
84,815
+4,331
| +5% | +$646K | 3.69% | 7 |
|
|
2023
Q2 | $14M | Sell |
80,484
-137
| -0.2% | -$23.9K | 4.05% | 3 |
|
|
2023
Q1 | $13.3M | Buy |
80,621
+1,306
| +2% | +$215K | 4.09% | 5 |
|
|
2022
Q4 | $11.7M | Buy |
79,315
+18,088
| +30% | +$2.67M | 3.56% | 13 |
|
|
2022
Q3 | $8.26M | Buy |
61,227
+29
| +0% | +$3.91K | 3.53% | 13 |
|
|
2022
Q2 | $8.48M | Buy |
61,198
+22,177
| +57% | +$3.07M | 3.39% | 15 |
|
|
2022
Q1 | $7.3M | Buy |
39,021
+11,333
| +41% | +$2.12M | 3.94% | 4 |
|
|
2021
Q4 | $4.53M | Buy |
27,688
+4,929
| +22% | +$806K | 3.38% | 11 |
|
|
2021
Q3 | $3.81M | Sell |
22,759
-5,508
| -19% | -$923K | 3.49% | 10 |
|
|
2021
Q2 | $4.67M | Buy |
28,267
+1,900
| +7% | +$314K | 4.37% | 3 |
|
|
2021
Q1 | $3.73M | Sell |
26,367
-68,179
| -72% | -$9.64M | 3.88% | 8 |
|
|
2020
Q4 | $11.4M | Buy |
94,546
+902
| +1% | +$109K | 4.47% | 3 |
|
|
2020
Q3 | $9.39M | Buy |
93,644
+10,565
| +13% | +$1.06M | 4.54% | 2 |
|
|
2020
Q2 | $7.91M | Buy |
83,079
+13,813
| +20% | +$1.31M | 4.08% | 5 |
|
|
2020
Q1 | $5.93M | Buy |
69,266
+1,747
| +3% | +$150K | 3.82% | 9 |
|
|
2019
Q4 | $8.41M | Sell |
67,519
-479
| -0.7% | -$59.6K | 3.85% | 4 |
|
|
2019
Q3 | $8.04M | Buy |
67,998
+232
| +0.3% | +$27.4K | 3.88% | 4 |
|
|
2019
Q2 | $8.37M | Sell |
67,766
-17,481
| -21% | -$2.16M | 4.04% | 2 |
|
|
2019
Q1 | $9.32M | Buy |
85,247
+1,893
| +2% | +$207K | 4.62% | 3 |
|
|
2018
Q4 | $7.95M | Buy |
83,354
+38,878
| +87% | +$3.71M | 4.73% | 1 |
|
|
2018
Q3 | $4.74M | Buy |
44,476
+595
| +1% | +$63.4K | 4.49% | 1 |
|
|
2018
Q2 | $4.3M | Sell |
43,881
-253
| -0.6% | -$24.8K | 4.47% | 2 |
|
|
2018
Q1 | $4.12M | Buy |
44,134
+252
| +0.6% | +$23.5K | 4.35% | 2 |
|
|
2017
Q4 | $4.36M | Buy |
+43,882
| New | +$4.36M | 4.83% | 2 |
|