D.J. St. Germain’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 | $9.72M | Sell |
30,476
-44
| -0.1% | -$14K | 0.42% | 67 |
|
2025
Q1 | $8.21M | Buy |
30,520
+516
| +2% | +$139K | 0.39% | 72 |
|
2024
Q4 | $8.9M | Sell |
30,004
-1,932
| -6% | -$573K | 0.4% | 68 |
|
2024
Q3 | $8.66M | Sell |
31,936
-547
| -2% | -$148K | 0.4% | 69 |
|
2024
Q2 | $7.52M | Sell |
32,483
-738
| -2% | -$171K | 0.36% | 72 |
|
2024
Q1 | $7.56M | Sell |
33,221
-5,690
| -15% | -$1.3M | 0.37% | 74 |
|
2023
Q4 | $7.29M | Sell |
38,911
-127
| -0.3% | -$23.8K | 0.38% | 70 |
|
2023
Q3 | $5.82M | Sell |
39,038
-1,117
| -3% | -$167K | 0.33% | 77 |
|
2023
Q2 | $7M | Buy |
+40,155
| New | +$7M | 0.37% | 69 |
|
2022
Q4 | $993K | Buy |
47,563
+6,522
| +16% | +$136K | 0.33% | 48 |
|
2022
Q3 | $5.69M | Hold |
41,041
| – | – | 0.38% | 68 |
|
2022
Q2 | $5.69M | Sell |
41,041
-500
| -1% | -$69.3K | 0.38% | 68 |
|
2022
Q1 | $7.77M | Sell |
41,541
-1,702
| -4% | -$318K | 0.44% | 66 |
|
2021
Q4 | $7.08M | Sell |
43,243
-2,514
| -5% | -$411K | 0.39% | 71 |
|
2021
Q3 | $7.67M | Sell |
45,757
-3,909
| -8% | -$655K | 0.47% | 63 |
|
2021
Q2 | $8.21M | Sell |
49,666
-1,820
| -4% | -$301K | 0.51% | 58 |
|
2021
Q1 | $7.28M | Buy |
51,486
+760
| +1% | +$107K | 0.49% | 59 |
|
2020
Q4 | $6.13M | Sell |
50,726
-386
| -0.8% | -$46.7K | 0.44% | 62 |
|
2020
Q3 | $5.12M | Sell |
51,112
-89
| -0.2% | -$8.92K | 0.42% | 63 |
|
2020
Q2 | $4.87M | Sell |
51,201
-41,791
| -45% | -$3.98M | 0.43% | 60 |
|
2020
Q1 | $7.96M | Sell |
92,992
-2,754
| -3% | -$236K | 0.78% | 41 |
|
2019
Q4 | $11.9M | Buy |
95,746
+3,505
| +4% | +$436K | 1% | 34 |
|
2019
Q3 | $10.9M | Sell |
92,241
-1,590
| -2% | -$188K | 1.17% | 32 |
|
2019
Q2 | $11.6M | Sell |
93,831
-2,603
| -3% | -$321K | 1.26% | 29 |
|
2019
Q1 | $10.5M | Sell |
96,434
-2,409
| -2% | -$263K | 1.15% | 31 |
|
2018
Q4 | $9.42M | Sell |
98,843
-2,113
| -2% | -$201K | 1.12% | 35 |
|
2018
Q3 | $10.8M | Sell |
100,956
-1,875
| -2% | -$200K | 1.2% | 34 |
|
2018
Q2 | $10.1M | Sell |
102,831
-10,965
| -10% | -$1.07M | 1.2% | 32 |
|
2018
Q1 | $10.6M | Sell |
113,796
-2,800
| -2% | -$261K | 1.34% | 29 |
|
2017
Q4 | $11.6M | Sell |
116,596
-3,407
| -3% | -$338K | 1.38% | 26 |
|
2017
Q3 | $10.9M | Sell |
120,003
-1,861
| -2% | -$168K | 1.36% | 29 |
|
2017
Q2 | $10.3M | Sell |
121,864
-2,036
| -2% | -$172K | 1.37% | 31 |
|
2017
Q1 | $9.8M | Sell |
123,900
-2,078
| -2% | -$164K | 1.37% | 31 |
|
2016
Q4 | $9.33M | Sell |
125,978
-2,640
| -2% | -$196K | 1.26% | 31 |
|
2016
Q3 | $8.24M | Sell |
128,618
-4,225
| -3% | -$271K | 1.15% | 34 |
|
2016
Q2 | $8.07M | Sell |
132,843
-2,785
| -2% | -$169K | 1.13% | 34 |
|
2016
Q1 | $8.33M | Sell |
135,628
-2,565
| -2% | -$157K | 1.19% | 34 |
|
2015
Q4 | $9.61M | Sell |
138,193
-235
| -0.2% | -$16.3K | 1.45% | 30 |
|
2015
Q3 | $10.3M | Sell |
138,428
-336
| -0.2% | -$24.9K | 1.72% | 26 |
|
2015
Q2 | $10.8M | Sell |
138,764
-427
| -0.3% | -$33.2K | 1.63% | 31 |
|
2015
Q1 | $10.9M | Buy |
139,191
+3,940
| +3% | +$308K | 1.57% | 30 |
|
2014
Q4 | $12.6M | Buy |
135,251
+23,264
| +21% | +$2.16M | 1.83% | 26 |
|
2014
Q3 | $9.8M | Buy |
111,987
+666
| +0.6% | +$58.3K | 1.48% | 32 |
|
2014
Q2 | $10.6M | Sell |
111,321
-2,755
| -2% | -$261K | 1.55% | 32 |
|
2014
Q1 | $10.3M | Sell |
114,076
-5,513
| -5% | -$496K | 1.57% | 32 |
|
2013
Q4 | $10.9M | Sell |
119,589
-3,631
| -3% | -$329K | 1.59% | 33 |
|
2013
Q3 | $9.31M | Sell |
123,220
-1,345
| -1% | -$102K | 1.5% | 32 |
|
2013
Q2 | $9.31M | Buy |
+124,565
| New | +$9.31M | 1.54% | 30 |
|