Envestnet Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217M | Buy |
679,608
+5,139
| +0.8% | +$1.64M | 0.06% | 290 |
|
|
2025
Q1 | $181M | Sell |
674,469
-6,966
| -1% | -$1.87M | 0.06% | 316 |
|
|
2024
Q4 | $202M | Sell |
681,435
-40,244
| -6% | -$11.9M | 0.06% | 275 |
|
|
2024
Q3 | $196M | Buy |
721,679
+41,487
| +6% | +$11.3M | 0.06% | 285 |
|
|
2024
Q2 | $157M | Sell |
680,192
-22,948
| -3% | -$5.31M | 0.05% | 319 |
|
|
2024
Q1 | $160M | Buy |
703,140
+5,053
| +0.7% | +$1.15M | 0.06% | 302 |
|
|
2023
Q4 | $131M | Buy |
698,087
+32,060
| +5% | +$6.01M | 0.05% | 333 |
|
|
2023
Q3 | $99.4M | Buy |
666,027
+167,332
| +34% | +$25M | 0.05% | 382 |
|
|
2023
Q2 | $86.9M | Buy |
498,695
+29,466
| +6% | +$5.13M | 0.04% | 377 |
|
|
2023
Q1 | $77.4M | Buy |
469,229
+71,346
| +18% | +$11.8M | 0.04% | 387 |
|
|
2022
Q4 | $58.8M | Buy |
397,883
+12,682
| +3% | +$1.87M | 0.03% | 437 |
|
|
2022
Q3 | $52M | Sell |
385,201
-8,337
| -2% | -$1.12M | 0.03% | 427 |
|
|
2022
Q2 | $54.6M | Buy |
393,538
+24,537
| +7% | +$3.4M | 0.03% | 412 |
|
|
2022
Q1 | $69M | Buy |
369,001
+21,849
| +6% | +$4.09M | 0.03% | 392 |
|
|
2021
Q4 | $56.8M | Buy |
347,152
+9,089
| +3% | +$1.49M | 0.03% | 450 |
|
|
2021
Q3 | $56.6M | Sell |
338,063
-42,413
| -11% | -$7.11M | 0.03% | 418 |
|
|
2021
Q2 | $62.9M | Buy |
380,476
+17,446
| +5% | +$2.88M | 0.04% | 389 |
|
|
2021
Q1 | $51.3M | Buy |
363,030
+84,024
| +30% | +$11.9M | 0.03% | 405 |
|
|
2020
Q4 | $33.7M | Sell |
279,006
-99,167
| -26% | -$12M | 0.03% | 456 |
|
|
2020
Q3 | $37.9M | Sell |
378,173
-11,390
| -3% | -$1.14M | 0.03% | 370 |
|
|
2020
Q2 | $37.1M | Buy |
389,563
+42,498
| +12% | +$4.05M | 0.04% | 349 |
|
|
2020
Q1 | $29.7M | Sell |
347,065
-7,880
| -2% | -$675K | 0.04% | 345 |
|
|
2019
Q4 | $44.2M | Buy |
354,945
+14,282
| +4% | +$1.78M | 0.05% | 297 |
|
|
2019
Q3 | $40.3M | Buy |
340,663
+8,235
| +2% | +$974K | 0.04% | 301 |
|
|
2019
Q2 | $41M | Sell |
332,428
-3,997
| -1% | -$493K | 0.05% | 273 |
|
|
2019
Q1 | $36.8M | Buy |
336,425
+36,204
| +12% | +$3.96M | 0.05% | 280 |
|
|
2018
Q4 | $28.6M | Buy |
300,221
+273,668
| +1,031% | +$26.1M | 0.04% | 282 |
|
|
2018
Q3 | $2.83M | Sell |
26,553
-50,727
| -66% | -$5.4M | ﹤0.01% | 540 |
|
|
2018
Q2 | $7.57M | Buy |
77,280
+19,067
| +33% | +$1.87M | 0.02% | 383 |
|
|
2018
Q1 | $5.46M | Sell |
58,213
-154,160
| -73% | -$14.4M | 0.02% | 376 |
|
|
2017
Q4 | $21.1M | Sell |
212,373
-64,328
| -23% | -$6.39M | 0.05% | 223 |
|
|
2017
Q3 | $25M | Sell |
276,701
-4,390
| -2% | -$397K | 0.06% | 173 |
|
|
2017
Q2 | $23.7M | Buy |
281,091
+19,041
| +7% | +$1.6M | 0.07% | 176 |
|
|
2017
Q1 | $20.7M | Buy |
262,050
+23,406
| +10% | +$1.85M | 0.07% | 191 |
|
|
2016
Q4 | $17.7M | Buy |
238,644
+22,391
| +10% | +$1.66M | 0.06% | 219 |
|
|
2016
Q3 | $13.8M | Buy |
216,253
+3,749
| +2% | +$240K | 0.05% | 258 |
|
|
2016
Q2 | $12.9M | Buy |
212,504
+23,203
| +12% | +$1.41M | 0.05% | 313 |
|
|
2016
Q1 | $11.6M | Buy |
189,301
+4,033
| +2% | +$248K | 0.05% | 306 |
|
|
2015
Q4 | $12.9M | Sell |
185,268
-20,133
| -10% | -$1.4M | 0.06% | 283 |
|
|
2015
Q3 | $15.2M | Sell |
205,401
-510
| -0.2% | -$37.8K | 0.08% | 226 |
|
|
2015
Q2 | $16M | Sell |
205,911
-17,059
| -8% | -$1.33M | 0.08% | 245 |
|
|
2015
Q1 | $17.4M | Buy |
222,970
+208,376
| +1,428% | +$16.3M | 0.09% | 226 |
|
|
2014
Q4 | $1.36M | Sell |
14,594
-1,210
| -8% | -$113K | 0.01% | 468 |
|
|
2014
Q3 | $1.38M | Buy |
15,804
+2,299
| +17% | +$201K | 0.01% | 491 |
|
|
2014
Q2 | $1.28M | Buy |
13,505
+180
| +1% | +$17.1K | 0.01% | 470 |
|
|
2014
Q1 | $1.2M | Sell |
13,325
-624
| -4% | -$56.2K | 0.01% | 412 |
|
|
2013
Q4 | $1.27M | Sell |
13,949
-574
| -4% | -$52.1K | 0.01% | 387 |
|
|
2013
Q3 | $1.1M | Sell |
14,523
-10,125
| -41% | -$765K | 0.01% | 389 |
|
|
2013
Q2 | $1.84M | Buy |
+24,648
| New | +$1.84M | 0.02% | 289 |
|