Crestwood Advisors Group’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 | $2.34M | Buy |
7,332
+463
| +7% | +$148K | 0.04% | 189 |
|
|
2025
Q1 | $1.85M | Buy |
6,869
+702
| +11% | +$189K | 0.04% | 206 |
|
|
2024
Q4 | $1.83M | Buy |
6,167
+496
| +9% | +$147K | 0.03% | 197 |
|
|
2024
Q3 | $1.54M | Buy |
5,671
+14
| +0.2% | +$3.8K | 0.03% | 206 |
|
|
2024
Q2 | $1.31M | Sell |
5,657
-707
| -11% | -$164K | 0.03% | 203 |
|
|
2024
Q1 | $1.45M | Buy |
6,364
+1,034
| +19% | +$235K | 0.03% | 192 |
|
|
2023
Q4 | $999K | Buy |
5,330
+73
| +1% | +$13.7K | 0.02% | 211 |
|
|
2023
Q3 | $784K | Buy |
5,257
+386
| +8% | +$57.6K | 0.02% | 214 |
|
|
2023
Q2 | $849K | Sell |
4,871
-201
| -4% | -$35K | 0.03% | 150 |
|
|
2023
Q1 | $837K | Sell |
5,072
-3,329
| -40% | -$549K | 0.03% | 152 |
|
|
2022
Q4 | $1.24M | Buy |
8,401
+933
| +12% | +$138K | 0.04% | 130 |
|
|
2022
Q3 | $1.01M | Sell |
7,468
-25
| -0.3% | -$3.37K | 0.04% | 139 |
|
|
2022
Q2 | $1.04M | Buy |
7,493
+7
| +0.1% | +$971 | 0.04% | 144 |
|
|
2022
Q1 | $1.4M | Buy |
7,486
+164
| +2% | +$30.7K | 0.04% | 138 |
|
|
2021
Q4 | $1.2M | Hold |
7,322
| – | – | 0.03% | 154 |
|
|
2021
Q3 | $1.23M | Sell |
7,322
-15
| -0.2% | -$2.51K | 0.03% | 143 |
|
|
2021
Q2 | $1.21M | Sell |
7,337
-36
| -0.5% | -$5.95K | 0.04% | 144 |
|
|
2021
Q1 | $1.04M | Buy |
7,373
+76
| +1% | +$10.8K | 0.03% | 150 |
|
|
2020
Q4 | $882K | Buy |
7,297
+962
| +15% | +$116K | 0.03% | 151 |
|
|
2020
Q3 | $635K | Buy |
6,335
+42
| +0.7% | +$4.21K | 0.02% | 153 |
|
|
2020
Q2 | $599K | Buy |
6,293
+53
| +0.8% | +$5.05K | 0.02% | 149 |
|
|
2020
Q1 | $534K | Sell |
6,240
-93
| -1% | -$7.96K | 0.03% | 146 |
|
|
2019
Q4 | $788K | Hold |
6,333
| – | – | 0.03% | 146 |
|
|
2019
Q3 | $749K | Sell |
6,333
-504
| -7% | -$59.6K | 0.03% | 142 |
|
|
2019
Q2 | $844K | Buy |
6,837
+3,926
| +135% | +$485K | 0.04% | 136 |
|
|
2019
Q1 | $318K | Hold |
2,911
| – | – | 0.02% | 134 |
|
|
2018
Q4 | $277K | Hold |
2,911
| – | – | 0.02% | 135 |
|
|
2018
Q3 | $310K | Hold |
2,911
| – | – | 0.02% | 129 |
|
|
2018
Q2 | $296K | Buy |
2,911
+30
| +1% | +$3.05K | 0.02% | 132 |
|
|
2018
Q1 | $269K | Buy |
2,881
+2
| +0.1% | +$187 | 0.02% | 140 |
|
|
2017
Q4 | $286K | Buy |
2,879
+18
| +0.6% | +$1.79K | 0.02% | 142 |
|
|
2017
Q3 | $259K | Hold |
2,861
| – | – | 0.02% | 130 |
|
|
2017
Q2 | $243K | Hold |
2,861
| – | – | 0.02% | 125 |
|
|
2017
Q1 | $228K | Hold |
2,861
| – | – | 0.02% | 127 |
|
|
2016
Q4 | $212K | Buy |
+2,861
| New | +$212K | 0.02% | 150 |
|
|
2016
Q1 | – | Sell |
-12,508
| Closed | -$870K | – | 140 |
|
|
2015
Q4 | $870K | Buy |
12,508
+550
| +5% | +$38.3K | 0.11% | 75 |
|
|
2015
Q3 | $886K | Sell |
11,958
-4,985
| -29% | -$369K | 0.12% | 67 |
|
|
2015
Q2 | $1.32M | Buy |
16,943
+9,170
| +118% | +$713K | 0.18% | 56 |
|
|
2015
Q1 | $607K | Buy |
7,773
+2,755
| +55% | +$215K | 0.09% | 74 |
|
|
2014
Q4 | $467K | Buy |
5,018
+407
| +9% | +$37.9K | 0.07% | 78 |
|
|
2014
Q3 | $404K | Hold |
4,611
| – | – | 0.06% | 81 |
|
|
2014
Q2 | $437K | Sell |
4,611
-1,011
| -18% | -$95.8K | 0.07% | 77 |
|
|
2014
Q1 | $506K | Sell |
5,622
-155
| -3% | -$14K | 0.08% | 71 |
|
|
2013
Q4 | $524K | Sell |
5,777
-199
| -3% | -$18.1K | 0.08% | 72 |
|
|
2013
Q3 | $451K | Sell |
5,976
-700
| -10% | -$52.8K | 0.08% | 76 |
|
|
2013
Q2 | $499K | Buy |
+6,676
| New | +$499K | 0.09% | 73 |
|