Cornell Pochily Investment 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 | $513K | Buy |
1,610
+3
| +0.2% | +$957 | 0.17% | 114 |
|
|
2025
Q1 | $432K | Buy |
1,607
+2
| +0.1% | +$538 | 0.15% | 123 |
|
|
2024
Q4 | $476K | Buy |
1,605
+2
| +0.1% | +$594 | 0.17% | 117 |
|
|
2024
Q3 | $435K | Buy |
1,603
+3
| +0.2% | +$814 | 0.15% | 125 |
|
|
2024
Q2 | $371K | Buy |
1,600
+2
| +0.1% | +$463 | 0.14% | 127 |
|
|
2024
Q1 | $364K | Sell |
1,598
-34
| -2% | -$7.74K | 0.14% | 128 |
|
|
2023
Q4 | $306K | Buy |
1,632
+3
| +0.2% | +$562 | 0.13% | 143 |
|
|
2023
Q3 | $243K | Buy |
1,629
+3
| +0.2% | +$448 | 0.11% | 154 |
|
|
2023
Q2 | $283K | Buy |
1,626
+41
| +3% | +$7.14K | 0.12% | 148 |
|
|
2023
Q1 | $261K | Buy |
1,585
+3
| +0.2% | +$495 | 0.11% | 152 |
|
|
2022
Q4 | $234K | Buy |
1,582
+3
| +0.2% | +$443 | 0.1% | 154 |
|
|
2022
Q3 | $213K | Sell |
1,579
-72
| -4% | -$9.71K | 0.09% | 155 |
|
|
2022
Q2 | $229K | Buy |
1,651
+3
| +0.2% | +$416 | 0.1% | 154 |
|
|
2022
Q1 | $308K | Sell |
1,648
-617
| -27% | -$115K | 0.12% | 139 |
|
|
2021
Q4 | $371K | Buy |
2,265
+4
| +0.2% | +$655 | 0.14% | 129 |
|
|
2021
Q3 | $379K | Buy |
2,261
+38
| +2% | +$6.37K | 0.16% | 125 |
|
|
2021
Q2 | $367K | Sell |
2,223
-251
| -10% | -$41.4K | 0.16% | 128 |
|
|
2021
Q1 | $350K | Sell |
2,474
-374
| -13% | -$52.9K | 0.17% | 121 |
|
|
2020
Q4 | $344K | Sell |
2,848
-28
| -1% | -$3.38K | 0.17% | 117 |
|
|
2020
Q3 | $288K | Buy |
2,876
+43
| +2% | +$4.31K | 0.17% | 116 |
|
|
2020
Q2 | $270K | Buy |
2,833
+128
| +5% | +$12.2K | 0.17% | 117 |
|
|
2020
Q1 | $232K | Buy |
2,705
+624
| +30% | +$53.5K | 0.17% | 109 |
|
|
2019
Q4 | $259K | Buy |
2,081
+110
| +6% | +$13.7K | 0.15% | 120 |
|
|
2019
Q3 | $233K | Sell |
1,971
-186
| -9% | -$22K | 0.15% | 123 |
|
|
2019
Q2 | $266 | Buy |
2,157
+143
| +7% | +$18 | 0.07% | 133 |
|
|
2019
Q1 | $220K | Sell |
2,014
-420
| -17% | -$45.9K | 0.15% | 121 |
|
|
2018
Q4 | $232K | Buy |
2,434
+105
| +5% | +$10K | 0.15% | 120 |
|
|
2018
Q3 | $247K | Buy |
2,329
+6
| +0.3% | +$636 | 0.17% | 115 |
|
|
2018
Q2 | $227K | Buy |
2,323
+5
| +0.2% | +$489 | 0.16% | 119 |
|
|
2018
Q1 | $216K | Sell |
2,318
-95
| -4% | -$8.85K | 0.15% | 123 |
|
|
2017
Q4 | $239K | Buy |
+2,413
| New | +$239K | 0.15% | 122 |
|