Dimensional Fund Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966M | Sell |
3,028,765
-92,407
| -3% | -$29.5M | 0.22% | 52 |
|
|
2025
Q1 | $840M | Buy |
3,121,172
+69,057
| +2% | +$18.6M | 0.21% | 57 |
|
|
2024
Q4 | $906M | Buy |
3,052,115
+126,030
| +4% | +$37.4M | 0.22% | 49 |
|
|
2024
Q3 | $794M | Buy |
2,926,085
+108,777
| +4% | +$29.5M | 0.19% | 63 |
|
|
2024
Q2 | $652M | Sell |
2,817,308
-126,354
| -4% | -$29.3M | 0.17% | 79 |
|
|
2024
Q1 | $670M | Sell |
2,943,662
-23,628
| -0.8% | -$5.38M | 0.18% | 77 |
|
|
2023
Q4 | $556M | Sell |
2,967,290
-31,533
| -1% | -$5.91M | 0.16% | 82 |
|
|
2023
Q3 | $447M | Sell |
2,998,823
-16,864
| -0.6% | -$2.52M | 0.15% | 99 |
|
|
2023
Q2 | $525M | Sell |
3,015,687
-68,699
| -2% | -$12M | 0.17% | 83 |
|
|
2023
Q1 | $509M | Buy |
3,084,386
+30,443
| +1% | +$5.02M | 0.17% | 82 |
|
|
2022
Q4 | $451K | Buy |
3,053,943
+8,306
| +0.3% | +$1.23K | 0.13% | 97 |
|
|
2022
Q3 | $411M | Buy |
3,045,637
+50,829
| +2% | +$6.86M | 0.16% | 82 |
|
|
2022
Q2 | $415M | Sell |
2,994,808
-9,853
| -0.3% | -$1.37M | 0.15% | 100 |
|
|
2022
Q1 | $562M | Buy |
3,004,661
+155,804
| +5% | +$29.1M | 0.17% | 79 |
|
|
2021
Q4 | $466M | Buy |
2,848,857
+161,483
| +6% | +$26.4M | 0.14% | 104 |
|
|
2021
Q3 | $450M | Buy |
2,687,374
+43,985
| +2% | +$7.37M | 0.15% | 98 |
|
|
2021
Q2 | $437M | Buy |
2,643,389
+46,895
| +2% | +$7.75M | 0.14% | 101 |
|
|
2021
Q1 | $367M | Sell |
2,596,494
-86,169
| -3% | -$12.2M | 0.12% | 120 |
|
|
2020
Q4 | $324M | Sell |
2,682,663
-66,983
| -2% | -$8.1M | 0.12% | 115 |
|
|
2020
Q3 | $276M | Sell |
2,749,646
-194,881
| -7% | -$19.5M | 0.12% | 124 |
|
|
2020
Q2 | $280M | Sell |
2,944,527
-63,867
| -2% | -$6.08M | 0.12% | 109 |
|
|
2020
Q1 | $258M | Buy |
3,008,394
+42,672
| +1% | +$3.65M | 0.13% | 103 |
|
|
2019
Q4 | $369M | Sell |
2,965,722
-6,383
| -0.2% | -$795K | 0.13% | 95 |
|
|
2019
Q3 | $352M | Sell |
2,972,105
-35,632
| -1% | -$4.21M | 0.14% | 92 |
|
|
2019
Q2 | $371M | Buy |
3,007,737
+8,619
| +0.3% | +$1.06M | 0.14% | 85 |
|
|
2019
Q1 | $328M | Sell |
2,999,118
-95,293
| -3% | -$10.4M | 0.13% | 97 |
|
|
2018
Q4 | $295M | Sell |
3,094,411
-86,581
| -3% | -$8.25M | 0.13% | 91 |
|
|
2018
Q3 | $339M | Buy |
3,180,992
+20,091
| +0.6% | +$2.14M | 0.13% | 98 |
|
|
2018
Q2 | $310M | Buy |
3,160,901
+67,979
| +2% | +$6.66M | 0.12% | 100 |
|
|
2018
Q1 | $289M | Buy |
3,092,922
+12,742
| +0.4% | +$1.19M | 0.12% | 113 |
|
|
2017
Q4 | $306M | Sell |
3,080,180
-63,695
| -2% | -$6.33M | 0.13% | 109 |
|
|
2017
Q3 | $284M | Sell |
3,143,875
-149,521
| -5% | -$13.5M | 0.12% | 109 |
|
|
2017
Q2 | $277M | Buy |
3,293,396
+166,081
| +5% | +$14M | 0.13% | 104 |
|
|
2017
Q1 | $247M | Sell |
3,127,315
-13,782
| -0.4% | -$1.09M | 0.12% | 123 |
|
|
2016
Q4 | $233M | Sell |
3,141,097
-146,632
| -4% | -$10.9M | 0.12% | 127 |
|
|
2016
Q3 | $211M | Buy |
3,287,729
+245,319
| +8% | +$15.7M | 0.11% | 137 |
|
|
2016
Q2 | $185M | Sell |
3,042,410
-74,959
| -2% | -$4.55M | 0.11% | 156 |
|
|
2016
Q1 | $191M | Buy |
3,117,369
+877,938
| +39% | +$53.9M | 0.11% | 139 |
|
|
2015
Q4 | $156M | Buy |
2,239,431
+155,627
| +7% | +$10.8M | 0.1% | 173 |
|
|
2015
Q3 | $154M | Buy |
2,083,804
+263,408
| +14% | +$19.5M | 0.1% | 159 |
|
|
2015
Q2 | $141M | Buy |
1,820,396
+117,908
| +7% | +$9.16M | 0.09% | 222 |
|
|
2015
Q1 | $133M | Buy |
1,702,488
+57,806
| +4% | +$4.52M | 0.08% | 242 |
|
|
2014
Q4 | $153M | Buy |
1,644,682
+159,817
| +11% | +$14.9M | 0.1% | 184 |
|
|
2014
Q3 | $130M | Buy |
1,484,865
+74,524
| +5% | +$6.52M | 0.09% | 206 |
|
|
2014
Q2 | $134M | Buy |
1,410,341
+171,690
| +14% | +$16.3M | 0.09% | 205 |
|
|
2014
Q1 | $112M | Buy |
1,238,651
+180,521
| +17% | +$16.3M | 0.08% | 232 |
|
|
2013
Q4 | $96M | Buy |
1,058,130
+12,777
| +1% | +$1.16M | 0.07% | 276 |
|
|
2013
Q3 | $78.9M | Buy |
1,045,353
+25,857
| +3% | +$1.95M | 0.07% | 315 |
|
|
2013
Q2 | $76.2M | Buy |
+1,019,496
| New | +$76.2M | 0.07% | 293 |
|