Crewe 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 | $1.74M | Buy |
5,464
+7
| +0.1% | +$2.23K | 0.25% | 47 |
|
|
2025
Q1 | $1.47M | Sell |
5,457
-66
| -1% | -$17.8K | 0.21% | 47 |
|
|
2024
Q4 | $1.64M | Sell |
5,523
-5
| -0.1% | -$1.48K | 0.23% | 43 |
|
|
2024
Q3 | $1.5M | Sell |
5,528
-16
| -0.3% | -$4.34K | 0.17% | 47 |
|
|
2024
Q2 | $1.28M | Sell |
5,544
-51
| -0.9% | -$11.8K | 0.14% | 65 |
|
|
2024
Q1 | $1.27M | Buy |
+5,595
| New | +$1.27M | 0.15% | 59 |
|
|
2023
Q3 | – | Sell |
-5,417
| Closed | -$944K | – | 614 |
|
|
2023
Q2 | $944K | Sell |
5,417
-280
| -5% | -$48.8K | 0.13% | 53 |
|
|
2023
Q1 | $940K | Sell |
5,697
-20
| -0.3% | -$3.3K | 0.14% | 53 |
|
|
2022
Q4 | $845K | Buy |
5,717
+37
| +0.7% | +$5.47K | 0.13% | 55 |
|
|
2022
Q3 | $766K | Buy |
5,680
+57
| +1% | +$7.69K | 0.14% | 52 |
|
|
2022
Q2 | $779K | Buy |
5,623
+218
| +4% | +$30.2K | 0.17% | 40 |
|
|
2022
Q1 | $1.01M | Buy |
5,405
+4,429
| +454% | +$828K | 0.2% | 32 |
|
|
2021
Q4 | $160K | Buy |
976
+750
| +332% | +$123K | 0.03% | 103 |
|
|
2021
Q3 | $38K | Hold |
226
| – | – | 0.01% | 169 |
|
|
2021
Q2 | $37K | Sell |
226
-19
| -8% | -$3.11K | 0.01% | 174 |
|
|
2021
Q1 | $35K | Hold |
245
| – | – | 0.01% | 170 |
|
|
2020
Q4 | $30K | Sell |
245
-31
| -11% | -$3.8K | 0.01% | 173 |
|
|
2020
Q3 | $28K | Buy |
276
+31
| +13% | +$3.15K | 0.01% | 162 |
|
|
2020
Q2 | $23K | Hold |
245
| – | – | 0.01% | 136 |
|
|
2020
Q1 | $21K | Sell |
245
-407
| -62% | -$34.9K | 0.01% | 125 |
|
|
2019
Q4 | $81K | Buy |
652
+407
| +166% | +$50.6K | 0.04% | 87 |
|
|
2019
Q3 | $29K | Buy |
245
+1
| +0.4% | +$118 | 0.01% | 144 |
|
|
2019
Q2 | $30K | Buy |
244
+1
| +0.4% | +$123 | 0.01% | 165 |
|
|
2019
Q1 | $27K | Buy |
243
+1
| +0.4% | +$111 | 0.01% | 145 |
|
|
2018
Q4 | $23K | Buy |
242
+1
| +0.4% | +$95 | 0.01% | 155 |
|
|
2018
Q3 | $26K | Buy |
+241
| New | +$26K | 0.02% | 162 |
|