Eagle Global Advisors’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 | $20.6M | Sell |
64,486
-865
| -1% | -$276K | 0.83% | 29 |
|
|
2025
Q1 | $17.6M | Sell |
65,351
-676
| -1% | -$182K | 0.72% | 31 |
|
|
2024
Q4 | $19.6M | Buy |
66,027
+30
| +0% | +$8.9K | 0.8% | 32 |
|
|
2024
Q3 | $17.9M | Buy |
65,997
+101
| +0.2% | +$27.4K | 0.89% | 29 |
|
|
2024
Q2 | $15.3M | Sell |
65,896
-351
| -0.5% | -$81.3K | 0.81% | 32 |
|
|
2024
Q1 | $15.1M | Sell |
66,247
-228
| -0.3% | -$51.9K | 0.85% | 31 |
|
|
2023
Q4 | $12.5M | Sell |
66,475
-1,499
| -2% | -$281K | 0.75% | 35 |
|
|
2023
Q3 | $10.1M | Sell |
67,974
-169
| -0.2% | -$25.2K | 0.66% | 40 |
|
|
2023
Q2 | $11.9M | Sell |
68,143
-3,183
| -4% | -$554K | 0.78% | 34 |
|
|
2023
Q1 | $11.8M | Sell |
71,326
-494
| -0.7% | -$81.5K | 0.79% | 37 |
|
|
2022
Q4 | $10.6M | Sell |
71,820
-315
| -0.4% | -$46.5K | 0.73% | 40 |
|
|
2022
Q3 | $9.73M | Sell |
72,135
-471
| -0.6% | -$63.5K | 0.73% | 40 |
|
|
2022
Q2 | $10.1M | Sell |
72,606
-269
| -0.4% | -$37.3K | 0.74% | 40 |
|
|
2022
Q1 | $13.6M | Sell |
72,875
-80
| -0.1% | -$15K | 0.84% | 34 |
|
|
2021
Q4 | $11.9M | Sell |
72,955
-634
| -0.9% | -$104K | 0.75% | 40 |
|
|
2021
Q3 | $12.3M | Buy |
73,589
+1,001
| +1% | +$168K | 0.81% | 35 |
|
|
2021
Q2 | $12M | Buy |
72,588
+1,155
| +2% | +$191K | 0.78% | 40 |
|
|
2021
Q1 | $10.1M | Buy |
71,433
+28,255
| +65% | +$4M | 0.75% | 44 |
|
|
2020
Q4 | $5.22M | Sell |
43,178
-890
| -2% | -$108K | 0.41% | 63 |
|
|
2020
Q3 | $4.42M | Sell |
44,068
-1,770
| -4% | -$177K | 0.4% | 67 |
|
|
2020
Q2 | $4.36M | Sell |
45,838
-674
| -1% | -$64.2K | 0.39% | 68 |
|
|
2020
Q1 | $3.98M | Buy |
46,512
+915
| +2% | +$78.3K | 0.4% | 64 |
|
|
2019
Q4 | $5.68M | Buy |
45,597
+43,850
| +2,510% | +$5.46M | 0.29% | 70 |
|
|
2019
Q3 | $207K | Hold |
1,747
| – | – | 0.01% | 206 |
|
|
2019
Q2 | $216K | Buy |
+1,747
| New | +$216K | 0.01% | 218 |
|
|
2017
Q3 | – | Sell |
-4,344
| Closed | -$366K | – | 257 |
|
|
2017
Q2 | $366K | Buy |
+4,344
| New | +$366K | 0.01% | 268 |
|