Edge Capital Group’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.91M Buy
6,451
+1,113
+21% +$330K 0.09% 131
2024
Q3
$1.45M Sell
5,338
-35
-0.7% -$9.49K 0.06% 144
2024
Q2
$1.24M Sell
5,373
-109
-2% -$25.2K 0.06% 150
2024
Q1
$1.25M Sell
5,482
-30
-0.5% -$6.83K 0.06% 150
2023
Q4
$1.03M Sell
5,512
-549
-9% -$103K 0.06% 158
2023
Q3
$904K Sell
6,061
-27,952
-82% -$4.17M 0.06% 156
2023
Q2
$5.93M Buy
34,013
+640
+2% +$111K 0.34% 68
2023
Q1
$5.5M Sell
33,373
-2,830
-8% -$467K 0.34% 66
2022
Q4
$5.35M Sell
36,203
-1,281
-3% -$189K 0.37% 64
2022
Q3
$5.06M Buy
37,484
+182
+0.5% +$24.6K 0.42% 54
2022
Q2
$5.17M Buy
37,302
+202
+0.5% +$28K 0.45% 51
2022
Q1
$6.94M Sell
37,100
-13,664
-27% -$2.56M 0.48% 49
2021
Q4
$8.31M Sell
50,764
-8,525
-14% -$1.39M 0.59% 40
2021
Q3
$9.93M Buy
59,289
+215
+0.4% +$36K 0.79% 27
2021
Q2
$9.76M Sell
59,074
-1,829
-3% -$302K 0.78% 27
2021
Q1
$8.61M Buy
60,903
+264
+0.4% +$37.3K 0.72% 32
2020
Q4
$7.33M Sell
60,639
-15,087
-20% -$1.82M 0.62% 37
2020
Q3
$7.59M Buy
75,726
+1,005
+1% +$101K 0.76% 29
2020
Q2
$7.11M Buy
74,721
+72,297
+2,983% +$6.88M 0.74% 32
2020
Q1
$208K Buy
2,424
+170
+8% +$14.6K 0.02% 197
2019
Q4
$281K Buy
+2,254
New +$281K 0.03% 203