DI
Diligent Investors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
6,170
+51
| +0.8% | +$16.3K | 0.47% | 54 |
|
|
2025
Q1 | $1.65M | Sell |
6,119
-78
| -1% | -$21K | 0.4% | 59 |
|
|
2024
Q4 | $1.84M | Sell |
6,197
-50
| -0.8% | -$14.8K | 0.42% | 55 |
|
|
2024
Q3 | $1.69M | Buy |
6,247
+1
| +0% | +$271 | 0.39% | 66 |
|
|
2024
Q2 | $1.45M | Sell |
6,246
-176
| -3% | -$40.8K | 0.36% | 77 |
|
|
2024
Q1 | $1.46M | Sell |
6,422
-254
| -4% | -$57.8K | 0.37% | 77 |
|
|
2023
Q4 | $1.25M | Hold |
6,676
| – | – | 0.34% | 83 |
|
|
2023
Q3 | $996K | Hold |
6,676
| – | – | 0.3% | 91 |
|
|
2023
Q2 | $1.16M | Buy |
6,676
+1,175
| +21% | +$205K | 0.34% | 74 |
|
|
2023
Q1 | $907K | Hold |
5,501
| – | – | 0.28% | 90 |
|
|
2022
Q4 | $813K | Hold |
5,501
| – | – | 0.27% | 93 |
|
|
2022
Q3 | $742K | Buy |
5,501
+900
| +20% | +$121K | 0.26% | 95 |
|
|
2022
Q2 | $638K | Hold |
4,601
| – | – | 0.22% | 111 |
|
|
2022
Q1 | $860K | Sell |
4,601
-200
| -4% | -$37.4K | 0.25% | 94 |
|
|
2021
Q4 | $785K | Sell |
4,801
-142
| -3% | -$23.2K | 0.22% | 103 |
|
|
2021
Q3 | $817K | Hold |
4,943
| – | – | 0.28% | 89 |
|
|
2021
Q2 | $817K | Sell |
4,943
-40
| -0.8% | -$6.61K | 0.28% | 89 |
|
|
2021
Q1 | $705K | Hold |
4,983
| – | – | 0.26% | 98 |
|
|
2020
Q4 | $602K | Buy |
4,983
+401
| +9% | +$48.4K | 0.24% | 103 |
|
|
2020
Q3 | $459K | Hold |
4,582
| – | – | 0.21% | 107 |
|
|
2020
Q2 | $436K | Buy |
4,582
+451
| +11% | +$42.9K | 0.21% | 103 |
|
|
2020
Q1 | $354K | Buy |
4,131
+1,000
| +32% | +$85.7K | 0.21% | 105 |
|
|
2019
Q4 | $390K | Sell |
3,131
-200
| -6% | -$24.9K | 0.18% | 122 |
|
|
2019
Q3 | $394K | Sell |
3,331
-20
| -0.6% | -$2.37K | 0.19% | 128 |
|
|
2019
Q2 | $414K | Hold |
3,351
| – | – | 0.21% | 118 |
|
|
2019
Q1 | $366K | Hold |
3,351
| – | – | 0.21% | 121 |
|
|
2018
Q4 | $319K | Sell |
3,351
-293
| -8% | -$27.9K | 0.21% | 121 |
|
|
2018
Q3 | $388K | Hold |
3,644
| – | – | 0.21% | 121 |
|
|
2018
Q2 | $357K | Hold |
3,644
| – | – | 0.22% | 120 |
|
|
2018
Q1 | $340K | Hold |
3,644
| – | – | 0.2% | 126 |
|
|
2017
Q4 | $362K | Hold |
3,644
| – | – | 0.23% | 122 |
|
|
2017
Q3 | $330K | Sell |
3,644
-50
| -1% | -$4.53K | 0.24% | 106 |
|
|
2017
Q2 | $311K | Hold |
3,694
| – | – | 0.22% | 117 |
|
|
2017
Q1 | $292K | Hold |
3,694
| – | – | 0.22% | 111 |
|
|
2016
Q4 | $274K | Sell |
3,694
-100
| -3% | -$7.42K | 0.22% | 117 |
|
|
2016
Q3 | $244K | Hold |
3,794
| – | – | 0.2% | 128 |
|
|
2016
Q2 | $231K | Hold |
3,794
| – | – | 0.22% | 124 |
|
|
2016
Q1 | $233K | Hold |
3,794
| – | – | 0.25% | 114 |
|
|
2015
Q4 | $264K | Sell |
3,794
-175
| -4% | -$12.2K | 0.3% | 99 |
|
|
2015
Q3 | $294K | Hold |
3,969
| – | – | 0.32% | 101 |
|
|
2015
Q2 | $313K | Hold |
3,969
| – | – | 0.33% | 96 |
|
|
2015
Q1 | $308K | Buy |
+3,969
| New | +$308K | 0.32% | 101 |
|