Commonwealth Equity Services’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.9M | Sell |
303,772
-10,379
| -3% | -$3.31M | 0.13% | 158 |
|
|
2025
Q1 | $84.5M | Buy |
314,151
+6,893
| +2% | +$1.85M | 0.12% | 167 |
|
|
2024
Q4 | $91.2M | Sell |
307,258
-5,546
| -2% | -$1.65M | 0.13% | 146 |
|
|
2024
Q3 | $84.8M | Buy |
312,804
+15,029
| +5% | +$4.08M | 0.13% | 149 |
|
|
2024
Q2 | $69M | Buy |
297,775
+12,813
| +4% | +$2.97M | 0.11% | 171 |
|
|
2024
Q1 | $64.9M | Buy |
284,962
+19,060
| +7% | +$4.34M | 0.11% | 176 |
|
|
2023
Q4 | $49.8M | Buy |
265,902
+16,293
| +7% | +$3.05M | 0.09% | 211 |
|
|
2023
Q3 | $37.2M | Buy |
249,609
+11,913
| +5% | +$1.78M | 0.08% | 243 |
|
|
2023
Q2 | $41.4M | Buy |
237,696
+9,053
| +4% | +$1.58M | 0.08% | 226 |
|
|
2023
Q1 | $37.7K | Buy |
228,643
+17,140
| +8% | +$2.83K | 0.08% | 224 |
|
|
2022
Q4 | $31.2M | Buy |
211,503
+1,259
| +0.6% | +$186K | 0.08% | 255 |
|
|
2022
Q3 | $28.4M | Sell |
210,244
-1,770
| -0.8% | -$239K | 0.07% | 251 |
|
|
2022
Q2 | $29.4M | Sell |
212,014
-1,315
| -0.6% | -$182K | 0.08% | 245 |
|
|
2022
Q1 | $39.9M | Buy |
213,329
+3,013
| +1% | +$563K | 0.09% | 204 |
|
|
2021
Q4 | $34.4M | Buy |
210,316
+19,907
| +10% | +$3.26M | 0.08% | 238 |
|
|
2021
Q3 | $31.9M | Sell |
190,409
-374
| -0.2% | -$62.7K | 0.08% | 242 |
|
|
2021
Q2 | $31.5M | Buy |
190,783
+8,693
| +5% | +$1.44M | 0.08% | 243 |
|
|
2021
Q1 | $25.8M | Sell |
182,090
-14,976
| -8% | -$2.12M | 0.07% | 259 |
|
|
2020
Q4 | $23.8M | Sell |
197,066
-2,011
| -1% | -$243K | 0.07% | 259 |
|
|
2020
Q3 | $20M | Buy |
199,077
+1,314
| +0.7% | +$132K | 0.07% | 263 |
|
|
2020
Q2 | $18.8M | Buy |
197,763
+12,361
| +7% | +$1.18M | 0.07% | 253 |
|
|
2020
Q1 | $15.9M | Buy |
185,402
+18,789
| +11% | +$1.61M | 0.07% | 250 |
|
|
2019
Q4 | $20.7M | Buy |
166,613
+2,983
| +2% | +$371K | 0.08% | 240 |
|
|
2019
Q3 | $19.4M | Sell |
163,630
-681
| -0.4% | -$80.5K | 0.08% | 235 |
|
|
2019
Q2 | $20.3M | Sell |
164,311
-2,417
| -1% | -$298K | 0.09% | 221 |
|
|
2019
Q1 | $18.2M | Buy |
166,728
+2,933
| +2% | +$321K | 0.08% | 232 |
|
|
2018
Q4 | $15.6M | Buy |
163,795
+3,648
| +2% | +$348K | 0.08% | 232 |
|
|
2018
Q3 | $17.1M | Buy |
160,147
+6,538
| +4% | +$696K | 0.08% | 234 |
|
|
2018
Q2 | $15.1M | Buy |
153,609
+8,649
| +6% | +$848K | 0.08% | 239 |
|
|
2018
Q1 | $13.5M | Sell |
144,960
-973
| -0.7% | -$90.8K | 0.07% | 240 |
|
|
2017
Q4 | $14.5M | Sell |
145,933
-8,187
| -5% | -$813K | 0.08% | 228 |
|
|
2017
Q3 | $13.9M | Buy |
154,120
+11,760
| +8% | +$1.06M | 0.08% | 213 |
|
|
2017
Q2 | $12M | Sell |
142,360
-18,631
| -12% | -$1.57M | 0.08% | 233 |
|
|
2017
Q1 | $12.7M | Buy |
160,991
+2,949
| +2% | +$233K | 0.09% | 213 |
|
|
2016
Q4 | $11.7M | Sell |
158,042
-1,149
| -0.7% | -$85.1K | 0.09% | 215 |
|
|
2016
Q3 | $10.2M | Sell |
159,191
-6,930
| -4% | -$444K | 0.08% | 227 |
|
|
2016
Q2 | $10.1M | Sell |
166,121
-4,598
| -3% | -$279K | 0.09% | 218 |
|
|
2016
Q1 | $10.5M | Buy |
170,719
+22,133
| +15% | +$1.36M | 0.09% | 206 |
|
|
2015
Q4 | $10.3M | Buy |
148,586
+179
| +0.1% | +$12.4K | 0.1% | 200 |
|
|
2015
Q3 | $11M | Buy |
148,407
+3,844
| +3% | +$285K | 0.12% | 181 |
|
|
2015
Q2 | $11.2M | Buy |
144,563
+813
| +0.6% | +$63.2K | 0.11% | 188 |
|
|
2015
Q1 | $11.2M | Buy |
143,750
+20,803
| +17% | +$1.63M | 0.12% | 181 |
|
|
2014
Q4 | $11.4M | Buy |
122,947
+2,770
| +2% | +$258K | 0.13% | 156 |
|
|
2014
Q3 | $10.5M | Buy |
120,177
+14,485
| +14% | +$1.27M | 0.13% | 152 |
|
|
2014
Q2 | $10M | Buy |
105,692
+2,870
| +3% | +$272K | 0.12% | 160 |
|
|
2014
Q1 | $9.26M | Buy |
102,822
+9,386
| +10% | +$845K | 0.13% | 155 |
|
|
2013
Q4 | $8.48M | Buy |
93,436
+2,856
| +3% | +$259K | 0.12% | 156 |
|
|
2013
Q3 | $6.84M | Buy |
90,580
+4,475
| +5% | +$338K | 0.11% | 184 |
|
|
2013
Q2 | $6.44M | Buy |
+86,105
| New | +$6.44M | 0.11% | 169 |
|