Eads & Heald Wealth Management’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 | $3.08M | Sell |
9,649
-641
| -6% | -$204K | 1.52% | 11 |
|
|
2025
Q1 | $2.77M | Sell |
10,290
-600
| -6% | -$161K | 1.41% | 15 |
|
|
2024
Q4 | $3.23M | Sell |
10,890
-669
| -6% | -$199K | 1.59% | 9 |
|
|
2024
Q3 | $3.14M | Sell |
11,559
-857
| -7% | -$232K | 1.49% | 9 |
|
|
2024
Q2 | $2.88M | Sell |
12,416
-666
| -5% | -$154K | 1.39% | 12 |
|
|
2024
Q1 | $2.98M | Sell |
13,082
-1,276
| -9% | -$291K | 1.39% | 11 |
|
|
2023
Q4 | $2.69M | Sell |
14,358
-205
| -1% | -$38.4K | 1.29% | 21 |
|
|
2023
Q3 | $2.17M | Sell |
14,563
-310
| -2% | -$46.3K | 1.14% | 34 |
|
|
2023
Q2 | $2.59M | Sell |
14,873
-795
| -5% | -$138K | 1.27% | 23 |
|
|
2023
Q1 | $2.58M | Sell |
15,668
-392
| -2% | -$64.6K | 1.28% | 20 |
|
|
2022
Q4 | $2.37M | Sell |
16,060
-78
| -0.5% | -$11.5K | 1.21% | 29 |
|
|
2022
Q3 | $2.18M | Buy |
16,138
+297
| +2% | +$40.1K | 1.23% | 26 |
|
|
2022
Q2 | $2.2M | Sell |
15,841
-225
| -1% | -$31.2K | 1.18% | 28 |
|
|
2022
Q1 | $3M | Sell |
16,066
-862
| -5% | -$161K | 1.39% | 8 |
|
|
2021
Q4 | $2.77M | Sell |
16,928
-293
| -2% | -$47.9K | 1.2% | 23 |
|
|
2021
Q3 | $2.89M | Buy |
17,221
+60
| +0.3% | +$10.1K | 1.39% | 10 |
|
|
2021
Q2 | $2.84M | Sell |
17,161
-397
| -2% | -$65.6K | 1.38% | 11 |
|
|
2021
Q1 | $2.48M | Sell |
17,558
-202
| -1% | -$28.6K | 1.28% | 19 |
|
|
2020
Q4 | $2.15M | Buy |
17,760
+170
| +1% | +$20.6K | 1.16% | 31 |
|
|
2020
Q3 | $1.76M | Sell |
17,590
-1,344
| -7% | -$135K | 1.06% | 39 |
|
|
2020
Q2 | $1.8M | Sell |
18,934
-62
| -0.3% | -$5.9K | 1.1% | 39 |
|
|
2020
Q1 | $1.63M | Sell |
18,996
-877
| -4% | -$75.1K | 1.15% | 34 |
|
|
2019
Q4 | $2.47M | Buy |
19,873
+121
| +0.6% | +$15.1K | 1.31% | 19 |
|
|
2019
Q3 | $2.34M | Sell |
19,752
-104
| -0.5% | -$12.3K | 1.31% | 23 |
|
|
2019
Q2 | $2.45M | Sell |
19,856
-190
| -0.9% | -$23.5K | 1.39% | 14 |
|
|
2019
Q1 | $2.19M | Buy |
20,046
+164
| +0.8% | +$17.9K | 1.27% | 27 |
|
|
2018
Q4 | $1.9M | Sell |
19,882
-176
| -0.9% | -$16.8K | 1.26% | 26 |
|
|
2018
Q3 | $2.14M | Sell |
20,058
-273
| -1% | -$29.1K | 1.23% | 28 |
|
|
2018
Q2 | $1.99M | Buy |
20,331
+42
| +0.2% | +$4.12K | 1.23% | 28 |
|
|
2018
Q1 | $1.89M | Sell |
20,289
-647
| -3% | -$60.4K | 1.2% | 32 |
|
|
2017
Q4 | $2.08M | Sell |
20,936
-384
| -2% | -$38.1K | 1.23% | 26 |
|
|
2017
Q3 | $1.93M | Sell |
21,320
-267
| -1% | -$24.2K | 1.2% | 29 |
|
|
2017
Q2 | $1.82M | Sell |
21,587
-1,007
| -4% | -$84.8K | 1.17% | 31 |
|
|
2017
Q1 | $1.79M | Buy |
22,594
+14
| +0.1% | +$1.11K | 1.15% | 34 |
|
|
2016
Q4 | $1.67M | Buy |
22,580
+37
| +0.2% | +$2.74K | 1.14% | 38 |
|
|
2016
Q3 | $1.44M | Sell |
22,543
-334
| -1% | -$21.4K | 0.99% | 45 |
|
|
2016
Q2 | $1.39M | Sell |
22,877
-401
| -2% | -$24.4K | 0.96% | 50 |
|
|
2016
Q1 | $1.43M | Buy |
23,278
+997
| +4% | +$61.2K | 0.99% | 47 |
|
|
2015
Q4 | $1.55M | Buy |
22,281
+575
| +3% | +$40K | 1.07% | 36 |
|
|
2015
Q3 | $1.61M | Sell |
21,706
-460
| -2% | -$34.1K | 1.15% | 32 |
|
|
2015
Q2 | $1.72M | Buy |
22,166
+217
| +1% | +$16.9K | 1.13% | 34 |
|
|
2015
Q1 | $1.72M | Sell |
21,949
-586
| -3% | -$45.8K | 1.1% | 36 |
|
|
2014
Q4 | $2.1M | Buy |
22,535
+198
| +0.9% | +$18.4K | 1.33% | 22 |
|
|
2014
Q3 | $1.96M | Sell |
22,337
-490
| -2% | -$42.9K | 1.32% | 23 |
|
|
2014
Q2 | $2.17M | Sell |
22,827
-2,472
| -10% | -$235K | 1.44% | 11 |
|
|
2014
Q1 | $2.28M | Sell |
25,299
-270
| -1% | -$24.3K | 1.5% | 9 |
|
|
2013
Q4 | $2.32M | Sell |
25,569
-610
| -2% | -$55.3K | 1.54% | 5 |
|
|
2013
Q3 | $1.98M | Sell |
26,179
-1,689
| -6% | -$128K | 1.41% | 17 |
|
|
2013
Q2 | $2.08M | Buy |
+27,868
| New | +$2.08M | 1.48% | 17 |
|