Creative Financial Designs’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 | $111K | Buy |
349
+4
| +1% | +$1.28K | 0.01% | 642 |
|
|
2025
Q1 | $92.8K | Buy |
345
+34
| +11% | +$9.14K | 0.01% | 639 |
|
|
2024
Q4 | $92.2K | Sell |
311
-18
| -5% | -$5.34K | 0.01% | 626 |
|
|
2024
Q3 | $89.3K | Sell |
329
-1,601
| -83% | -$435K | 0.01% | 623 |
|
|
2024
Q2 | $447K | Buy |
1,930
+1,547
| +404% | +$358K | 0.04% | 293 |
|
|
2024
Q1 | $87.1K | Buy |
383
+1
| +0.3% | +$227 | 0.01% | 600 |
|
|
2023
Q4 | $71.6K | Sell |
382
-35
| -8% | -$6.56K | 0.01% | 598 |
|
|
2023
Q3 | $62.2K | Buy |
417
+35
| +9% | +$5.22K | 0.01% | 582 |
|
|
2023
Q2 | $66.6K | Hold |
382
| – | – | 0.01% | 566 |
|
|
2023
Q1 | $63K | Buy |
382
+18
| +5% | +$2.97K | 0.01% | 548 |
|
|
2022
Q4 | $53.8K | Sell |
364
-8
| -2% | -$1.18K | 0.01% | 555 |
|
|
2022
Q3 | $50K | Hold |
372
| – | – | 0.01% | 551 |
|
|
2022
Q2 | $52K | Hold |
372
| – | – | 0.01% | 536 |
|
|
2022
Q1 | $70K | Hold |
372
| – | – | 0.01% | 487 |
|
|
2021
Q4 | $61K | Hold |
372
| – | – | 0.01% | 532 |
|
|
2021
Q3 | $62K | Buy |
372
+8
| +2% | +$1.33K | 0.01% | 553 |
|
|
2021
Q2 | $60K | Sell |
364
-60
| -14% | -$9.89K | 0.01% | 554 |
|
|
2021
Q1 | $60K | Hold |
424
| – | – | 0.01% | 521 |
|
|
2020
Q4 | $51K | Hold |
424
| – | – | 0.01% | 507 |
|
|
2020
Q3 | $43K | Hold |
424
| – | – | 0.01% | 491 |
|
|
2020
Q2 | $40K | Buy |
424
+66
| +18% | +$6.23K | 0.01% | 456 |
|
|
2020
Q1 | $31K | Buy |
358
+100
| +39% | +$8.66K | 0.02% | 264 |
|
|
2019
Q4 | $32K | Hold |
258
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $29K | Hold |
258
| – | – | 0.02% | 287 |
|
|
2019
Q2 | $32K | Hold |
258
| – | – | 0.02% | 267 |
|
|
2019
Q1 | $28K | Buy |
+258
| New | +$28K | 0.02% | 272 |
|
|
2018
Q4 | – | Sell |
-66
| Closed | -$7K | – | 591 |
|
|
2018
Q3 | $7K | Hold |
66
| – | – | ﹤0.01% | 468 |
|
|
2018
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 520 |
|
|
2018
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 467 |
|
|
2017
Q4 | $7K | Hold |
66
| – | – | ﹤0.01% | 453 |
|
|
2017
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 468 |
|
|
2017
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 481 |
|
|
2017
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 473 |
|
|
2016
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 464 |
|