Empirical Finance’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 | $6.55M | Buy |
20,522
+124
| +0.6% | +$39.6K | 0.34% | 57 |
|
|
2025
Q1 | $5.49M | Buy |
20,398
+253
| +1% | +$68.1K | 0.33% | 61 |
|
|
2024
Q4 | $5.98M | Sell |
20,145
-299
| -1% | -$88.7K | 0.35% | 55 |
|
|
2024
Q3 | $5.54M | Buy |
20,444
+347
| +2% | +$94.1K | 0.32% | 65 |
|
|
2024
Q2 | $4.65M | Sell |
20,097
-1,780
| -8% | -$412K | 0.29% | 72 |
|
|
2024
Q1 | $4.98M | Buy |
21,877
+689
| +3% | +$157K | 0.31% | 69 |
|
|
2023
Q4 | $3.97M | Hold |
21,188
| – | – | 0.28% | 77 |
|
|
2023
Q3 | $3.16M | Buy |
21,188
+1,809
| +9% | +$270K | 0.23% | 93 |
|
|
2023
Q2 | $3.38M | Buy |
19,379
+2,007
| +12% | +$350K | 0.26% | 81 |
|
|
2023
Q1 | $2.87M | Buy |
17,372
+666
| +4% | +$110K | 0.27% | 82 |
|
|
2022
Q4 | $2.47M | Buy |
16,706
+1,161
| +7% | +$172K | 0.26% | 85 |
|
|
2022
Q3 | $2.1M | Buy |
15,545
+2,464
| +19% | +$332K | 0.25% | 81 |
|
|
2022
Q2 | $1.81M | Buy |
13,081
+668
| +5% | +$92.6K | 0.23% | 80 |
|
|
2022
Q1 | $2.32M | Buy |
12,413
+2,406
| +24% | +$450K | 0.26% | 74 |
|
|
2021
Q4 | $1.64M | Buy |
10,007
+1,677
| +20% | +$274K | 0.19% | 95 |
|
|
2021
Q3 | $1.4M | Buy |
8,330
+453
| +6% | +$75.9K | 0.21% | 103 |
|
|
2021
Q2 | $1.3M | Buy |
7,877
+1,094
| +16% | +$181K | 0.21% | 98 |
|
|
2021
Q1 | $820K | Hold |
6,783
| – | – | 0.14% | 155 |
|
|
2020
Q4 | $820K | Buy |
6,783
+1,144
| +20% | +$138K | 0.14% | 155 |
|
|
2020
Q3 | $565K | Buy |
5,639
+1,071
| +23% | +$107K | 0.12% | 158 |
|
|
2020
Q2 | $435K | Buy |
4,568
+547
| +14% | +$52.1K | 0.11% | 154 |
|
|
2020
Q1 | $344K | Buy |
4,021
+1,391
| +53% | +$119K | 0.11% | 150 |
|
|
2019
Q4 | $327K | Buy |
2,630
+939
| +56% | +$117K | 0.08% | 166 |
|
|
2019
Q3 | $200K | Buy |
1,691
+30
| +2% | +$3.55K | 0.06% | 158 |
|
|
2019
Q2 | $205K | Buy |
+1,661
| New | +$205K | 0.06% | 152 |
|
|
2017
Q1 | – | Sell |
-468
| Closed | -$35K | – | 131 |
|
|
2016
Q4 | $35K | Buy |
+468
| New | +$35K | 0.02% | 128 |
|