Family Capital Trust’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 | $11.7M | Sell |
36,680
-341
| -0.9% | -$109K | 4.05% | 6 |
|
|
2025
Q1 | $9.96M | Sell |
37,021
-157
| -0.4% | -$42.2K | 3.57% | 8 |
|
|
2024
Q4 | $11M | Sell |
37,178
-2,457
| -6% | -$729K | 3.74% | 8 |
|
|
2024
Q3 | $10.7M | Sell |
39,635
-158
| -0.4% | -$42.8K | 3.45% | 7 |
|
|
2024
Q2 | $9.21M | Sell |
39,793
-1,802
| -4% | -$417K | 3.01% | 9 |
|
|
2024
Q1 | $9.47M | Sell |
41,595
-1,759
| -4% | -$401K | 3.25% | 7 |
|
|
2023
Q4 | $8.12M | Sell |
43,354
-28
| -0.1% | -$5.25K | 2.56% | 9 |
|
|
2023
Q3 | $6.47M | Sell |
43,382
-76
| -0.2% | -$11.3K | 2.29% | 13 |
|
|
2023
Q2 | $7.57M | Sell |
43,458
-13
| -0% | -$2.27K | 2.64% | 9 |
|
|
2023
Q1 | $7.17M | Sell |
43,471
-938
| -2% | -$155K | 2.78% | 8 |
|
|
2022
Q4 | $6.56M | Sell |
44,409
-211
| -0.5% | -$31.2K | 2.66% | 12 |
|
|
2022
Q3 | $6.02M | Sell |
44,620
-90
| -0.2% | -$12.1K | 2.76% | 11 |
|
|
2022
Q2 | $6.2M | Sell |
44,710
-1,343
| -3% | -$186K | 2.46% | 14 |
|
|
2022
Q1 | $8.61M | Sell |
46,053
-143
| -0.3% | -$26.7K | 2.8% | 8 |
|
|
2021
Q4 | $7.56M | Sell |
46,196
-211
| -0.5% | -$34.5K | 2.11% | 12 |
|
|
2021
Q3 | $7.78M | Sell |
46,407
-429
| -0.9% | -$71.9K | 2.22% | 10 |
|
|
2021
Q2 | $7.74M | Sell |
46,836
-732
| -2% | -$121K | 2.19% | 10 |
|
|
2021
Q1 | $6.73M | Buy |
47,568
+53
| +0.1% | +$7.5K | 2.11% | 12 |
|
|
2020
Q4 | $5.75M | Hold |
47,515
| – | – | 1.78% | 17 |
|
|
2020
Q3 | $4.76M | Sell |
47,515
-248
| -0.5% | -$24.9K | 1.55% | 20 |
|
|
2020
Q2 | $4.55M | Buy |
47,763
+1,385
| +3% | +$132K | 1.62% | 18 |
|
|
2020
Q1 | $5.1M | Sell |
46,378
-58
| -0.1% | -$6.38K | 1.99% | 15 |
|
|
2019
Q4 | $5.78M | Sell |
46,436
-10
| -0% | -$1.25K | 2.18% | 12 |
|
|
2019
Q3 | $5.49M | Sell |
46,446
-291
| -0.6% | -$34.4K | 2.25% | 14 |
|
|
2019
Q2 | $5.77M | Sell |
46,737
-1,197
| -2% | -$148K | 2.31% | 11 |
|
|
2019
Q1 | $5.24M | Sell |
47,934
-927
| -2% | -$101K | 2.21% | 11 |
|
|
2018
Q4 | $4.66M | Sell |
48,861
-1,928
| -4% | -$184K | 2.25% | 10 |
|
|
2018
Q3 | $5.41M | Sell |
50,789
-1,514
| -3% | -$161K | 2.26% | 9 |
|
|
2018
Q2 | $5.13M | Sell |
52,303
-703
| -1% | -$68.9K | 2.28% | 8 |
|
|
2018
Q1 | $4.94M | Sell |
53,006
-801
| -1% | -$74.7K | 2.26% | 11 |
|
|
2017
Q4 | $5.34M | Sell |
53,807
-890
| -2% | -$88.4K | 2.51% | 11 |
|
|
2017
Q3 | $4.95M | Sell |
54,697
-407
| -0.7% | -$36.8K | 2.5% | 11 |
|
|
2017
Q2 | $4.64M | Sell |
55,104
-825
| -1% | -$69.5K | 2.4% | 13 |
|
|
2017
Q1 | $4.43M | Sell |
55,929
-710
| -1% | -$56.3K | 2.35% | 17 |
|
|
2016
Q4 | $4.2M | Buy |
56,639
+342
| +0.6% | +$25.3K | 2.42% | 15 |
|
|
2016
Q3 | $3.61M | Buy |
56,297
+135
| +0.2% | +$8.65K | 2.04% | 20 |
|
|
2016
Q2 | $3.41M | Sell |
56,162
-1,900
| -3% | -$115K | 2.02% | 20 |
|
|
2016
Q1 | $3.57M | Buy |
58,062
+3,514
| +6% | +$216K | 2.07% | 17 |
|
|
2015
Q4 | $3.79M | Buy |
54,548
+34,229
| +168% | +$2.38M | 2.07% | 15 |
|
|
2015
Q3 | $1.51M | Sell |
20,319
-37,092
| -65% | -$2.75M | 0.87% | 23 |
|
|
2015
Q2 | $4.46M | Buy |
57,411
+12,023
| +26% | +$934K | 2.5% | 12 |
|
|
2015
Q1 | $3.55M | Buy |
45,388
+224
| +0.5% | +$17.5K | 1.96% | 17 |
|
|
2014
Q4 | $4.2M | Buy |
45,164
+1,775
| +4% | +$165K | 2.19% | 14 |
|
|
2014
Q3 | $3.8M | Buy |
43,389
+24,985
| +136% | +$2.19M | 2.09% | 13 |
|
|
2014
Q2 | $1.75M | Hold |
18,404
| – | – | 0.9% | 33 |
|
|
2014
Q1 | $1.66M | Hold |
18,404
| – | – | 0.9% | 32 |
|
|
2013
Q4 | $1.67M | Hold |
18,404
| – | – | 0.91% | 32 |
|
|
2013
Q3 | $1.39M | Hold |
18,404
| – | – | 0.84% | 39 |
|
|
2013
Q2 | $1.38M | Buy |
+18,404
| New | +$1.38M | 0.88% | 38 |
|