Equitable Holdings’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 | $9.38M | Buy |
29,411
+8,061
| +38% | +$2.57M | 0.08% | 211 |
|
|
2025
Q1 | $5.74M | Buy |
21,350
+2,972
| +16% | +$800K | 0.05% | 270 |
|
|
2024
Q4 | $5.45M | Buy |
18,378
+279
| +2% | +$82.8K | 0.05% | 268 |
|
|
2024
Q3 | $4.91M | Buy |
18,099
+1,765
| +11% | +$479K | 0.05% | 284 |
|
|
2024
Q2 | $3.78M | Buy |
16,334
+2,368
| +17% | +$548K | 0.04% | 316 |
|
|
2024
Q1 | $3.18M | Sell |
13,966
-43
| -0.3% | -$9.79K | 0.04% | 333 |
|
|
2023
Q4 | $2.62M | Buy |
14,009
+2,385
| +21% | +$447K | 0.03% | 343 |
|
|
2023
Q3 | $1.73M | Buy |
11,624
+2,742
| +31% | +$409K | 0.02% | 402 |
|
|
2023
Q2 | $1.55M | Buy |
8,882
+3,941
| +80% | +$687K | 0.02% | 408 |
|
|
2023
Q1 | $815K | Buy |
4,941
+805
| +19% | +$133K | 0.01% | 526 |
|
|
2022
Q4 | $611K | Sell |
4,136
-567
| -12% | -$83.8K | 0.01% | 566 |
|
|
2022
Q3 | $634K | Buy |
4,703
+531
| +13% | +$71.6K | 0.01% | 507 |
|
|
2022
Q2 | $578K | Sell |
4,172
-284
| -6% | -$39.3K | 0.01% | 528 |
|
|
2022
Q1 | $833K | Buy |
4,456
+840
| +23% | +$157K | 0.01% | 454 |
|
|
2021
Q4 | $592K | Buy |
3,616
+145
| +4% | +$23.7K | 0.01% | 530 |
|
|
2021
Q3 | $581K | Sell |
3,471
-238
| -6% | -$39.8K | 0.01% | 522 |
|
|
2021
Q2 | $613K | Buy |
3,709
+468
| +14% | +$77.3K | 0.01% | 495 |
|
|
2021
Q1 | $458K | Sell |
3,241
-1,069
| -25% | -$151K | 0.01% | 528 |
|
|
2020
Q4 | $521K | Sell |
4,310
-473
| -10% | -$57.2K | 0.01% | 454 |
|
|
2020
Q3 | $479K | Sell |
4,783
-8,605
| -64% | -$862K | 0.01% | 433 |
|
|
2020
Q2 | $1.28M | Buy |
+13,388
| New | +$1.28M | 0.04% | 267 |
|