CX Institutional’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 | $5.02M | Sell |
15,750
-23,629
| -60% | -$7.54M | 0.18% | 137 |
|
|
2025
Q1 | $10.6M | Buy |
39,379
+3,072
| +8% | +$827K | 0.4% | 60 |
|
|
2024
Q4 | $10.8M | Sell |
36,307
-3,528
| -9% | -$1.05M | 0.43% | 52 |
|
|
2024
Q3 | $10.8M | Buy |
39,835
+34,547
| +653% | +$9.37M | 0.48% | 60 |
|
|
2024
Q2 | $1.22M | Buy |
5,288
+564
| +12% | +$131K | 0.06% | 247 |
|
|
2024
Q1 | $1.08M | Buy |
4,724
+885
| +23% | +$201K | 0.05% | 275 |
|
|
2023
Q4 | $719K | Sell |
3,839
-1,581
| -29% | -$296K | 0.04% | 292 |
|
|
2023
Q3 | $809K | Sell |
5,420
-25,725
| -83% | -$3.84M | 0.04% | 277 |
|
|
2023
Q2 | $5.43M | Buy |
31,145
+4,686
| +18% | +$816K | 0.28% | 101 |
|
|
2023
Q1 | $4.33M | Buy |
26,459
+22,636
| +592% | +$3.71M | 0.23% | 131 |
|
|
2022
Q4 | $565K | Buy |
3,823
+444
| +13% | +$65.6K | 0.03% | 353 |
|
|
2022
Q3 | $456K | Sell |
3,379
-8,812
| -72% | -$1.19M | 0.03% | 347 |
|
|
2022
Q2 | $1.69M | Buy |
12,191
+1,913
| +19% | +$265K | 0.13% | 192 |
|
|
2022
Q1 | $1.92M | Buy |
10,278
+7,791
| +313% | +$1.46M | 0.15% | 158 |
|
|
2021
Q4 | $407K | Sell |
2,487
-1,229
| -33% | -$201K | 0.03% | 260 |
|
|
2021
Q3 | $622K | Buy |
3,716
+8
| +0.2% | +$1.34K | 0.05% | 236 |
|
|
2021
Q2 | $613K | Sell |
3,708
-381
| -9% | -$63K | 0.05% | 227 |
|
|
2021
Q1 | $579K | Sell |
4,089
-21,122
| -84% | -$2.99M | 0.05% | 223 |
|
|
2020
Q4 | $3.05M | Sell |
25,211
-768
| -3% | -$92.9K | 0.29% | 93 |
|
|
2020
Q3 | $2.6M | Sell |
25,979
-16,948
| -39% | -$1.7M | 0.28% | 104 |
|
|
2020
Q2 | $4.07M | Buy |
42,927
+9,061
| +27% | +$859K | 0.53% | 40 |
|
|
2020
Q1 | $2.9M | Buy |
33,866
+31,500
| +1,331% | +$2.7M | 0.47% | 44 |
|
|
2019
Q4 | $295K | Sell |
2,366
-128
| -5% | -$16K | 0.05% | 177 |
|
|
2019
Q3 | $295K | Buy |
2,494
+86
| +4% | +$10.2K | 0.05% | 196 |
|
|
2019
Q2 | $297K | Buy |
2,408
+32
| +1% | +$3.95K | 0.05% | 193 |
|
|
2019
Q1 | $260K | Buy |
2,376
+782
| +49% | +$85.6K | 0.05% | 191 |
|
|
2018
Q4 | $152K | Buy |
+1,594
| New | +$152K | 0.03% | 181 |
|