Creative Planning’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 | $60.7M | Buy |
190,342
+6,807
| +4% | +$2.17M | 0.05% | 146 |
|
|
2025
Q1 | $49.4M | Buy |
183,535
+13,022
| +8% | +$3.5M | 0.05% | 157 |
|
|
2024
Q4 | $50.6M | Buy |
170,513
+9,482
| +6% | +$2.81M | 0.05% | 146 |
|
|
2024
Q3 | $43.7M | Buy |
161,031
+7,328
| +5% | +$1.99M | 0.04% | 159 |
|
|
2024
Q2 | $35.6M | Buy |
153,703
+8,228
| +6% | +$1.91M | 0.04% | 179 |
|
|
2024
Q1 | $33.1M | Buy |
145,475
+7,215
| +5% | +$1.64M | 0.04% | 183 |
|
|
2023
Q4 | $25.9M | Buy |
138,260
+9,410
| +7% | +$1.76M | 0.05% | 205 |
|
|
2023
Q3 | $19.2M | Buy |
128,850
+5,460
| +4% | +$815K | 0.03% | 244 |
|
|
2023
Q2 | $21.5M | Buy |
123,390
+6,635
| +6% | +$1.16M | 0.03% | 211 |
|
|
2023
Q1 | $19.3M | Buy |
116,755
+3,274
| +3% | +$540K | 0.03% | 221 |
|
|
2022
Q4 | $16.8M | Buy |
113,481
+3,935
| +4% | +$581K | 0.03% | 237 |
|
|
2022
Q3 | $14.8M | Buy |
109,546
+2,901
| +3% | +$391K | 0.03% | 229 |
|
|
2022
Q2 | $14.8M | Buy |
106,645
+12,310
| +13% | +$1.71M | 0.02% | 243 |
|
|
2022
Q1 | $17.6M | Buy |
94,335
+6,019
| +7% | +$1.13M | 0.03% | 223 |
|
|
2021
Q4 | $14.4M | Sell |
88,316
-7,307
| -8% | -$1.2M | 0.02% | 225 |
|
|
2021
Q3 | $16M | Buy |
95,623
+1,317
| +1% | +$221K | 0.03% | 201 |
|
|
2021
Q2 | $15.6M | Buy |
94,306
+6,801
| +8% | +$1.12M | 0.03% | 200 |
|
|
2021
Q1 | $12.4M | Buy |
87,505
+1,062
| +1% | +$150K | 0.02% | 233 |
|
|
2020
Q4 | $10.5M | Sell |
86,443
-1,777
| -2% | -$215K | 0.02% | 244 |
|
|
2020
Q3 | $8.84M | Buy |
88,220
+9,917
| +13% | +$994K | 0.02% | 226 |
|
|
2020
Q2 | $7.45M | Sell |
78,303
-4,534
| -5% | -$432K | 0.02% | 224 |
|
|
2020
Q1 | $7.09M | Sell |
82,837
-2,008
| -2% | -$172K | 0.03% | 211 |
|
|
2019
Q4 | $10.6M | Sell |
84,845
-6,663
| -7% | -$829K | 0.03% | 181 |
|
|
2019
Q3 | $10.8M | Buy |
91,508
+5,294
| +6% | +$626K | 0.04% | 171 |
|
|
2019
Q2 | $10.6M | Buy |
86,214
+3,312
| +4% | +$409K | 0.04% | 172 |
|
|
2019
Q1 | $9.06M | Buy |
82,902
+8,399
| +11% | +$918K | 0.03% | 176 |
|
|
2018
Q4 | $7.1M | Buy |
74,503
+982
| +1% | +$93.6K | 0.03% | 192 |
|
|
2018
Q3 | $7.83M | Buy |
73,521
+895
| +1% | +$95.3K | 0.03% | 196 |
|
|
2018
Q2 | $7.12M | Buy |
72,626
+9,101
| +14% | +$892K | 0.03% | 197 |
|
|
2018
Q1 | $5.93M | Sell |
63,525
-2,494
| -4% | -$233K | 0.02% | 212 |
|
|
2017
Q4 | $6.56M | Buy |
66,019
+8,856
| +15% | +$879K | 0.03% | 191 |
|
|
2017
Q3 | $5.17M | Sell |
57,163
-6,895
| -11% | -$624K | 0.02% | 232 |
|
|
2017
Q2 | $5.4M | Buy |
64,058
+1,133
| +2% | +$95.4K | 0.03% | 209 |
|
|
2017
Q1 | $4.98M | Sell |
62,925
-1,583
| -2% | -$125K | 0.03% | 208 |
|
|
2016
Q4 | $4.78M | Buy |
64,508
+3,835
| +6% | +$284K | 0.03% | 212 |
|
|
2016
Q3 | $3.89M | Buy |
60,673
+3,968
| +7% | +$254K | 0.02% | 236 |
|
|
2016
Q2 | $3.45M | Buy |
56,705
+1,632
| +3% | +$99.1K | 0.02% | 225 |
|
|
2016
Q1 | $3.38M | Sell |
55,073
-5,920
| -10% | -$363K | 0.03% | 213 |
|
|
2015
Q4 | $4.24M | Buy |
60,993
+2,744
| +5% | +$191K | 0.03% | 184 |
|
|
2015
Q3 | $4.32M | Buy |
58,249
+2,239
| +4% | +$166K | 0.04% | 171 |
|
|
2015
Q2 | $4.35M | Buy |
56,010
+4,071
| +8% | +$316K | 0.04% | 167 |
|
|
2015
Q1 | $4.06M | Buy |
51,939
+11,303
| +28% | +$883K | 0.04% | 171 |
|
|
2014
Q4 | $3.78M | Buy |
40,636
+755
| +2% | +$70.2K | 0.04% | 169 |
|
|
2014
Q3 | $3.49M | Buy |
39,881
+14,509
| +57% | +$1.27M | 0.04% | 165 |
|
|
2014
Q2 | $2.41M | Buy |
25,372
+2,285
| +10% | +$217K | 0.03% | 196 |
|
|
2014
Q1 | $2.08M | Sell |
23,087
-796
| -3% | -$71.7K | 0.03% | 195 |
|
|
2013
Q4 | $2.17M | Buy |
23,883
+2,329
| +11% | +$211K | 0.04% | 175 |
|
|
2013
Q3 | $1.63M | Buy |
21,554
+2,420
| +13% | +$183K | 0.03% | 181 |
|
|
2013
Q2 | $1.43M | Buy |
+19,134
| New | +$1.43M | 0.03% | 179 |
|