FDx Advisors’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 | $252K | Sell |
789
-3
| -0.4% | -$958 | 0.08% | 155 |
|
|
2025
Q1 | $213K | Sell |
792
-94
| -11% | -$25.3K | 0.07% | 165 |
|
|
2024
Q4 | $263K | Sell |
886
-222
| -20% | -$65.9K | 0.08% | 151 |
|
|
2024
Q3 | $300K | Sell |
1,108
-194
| -15% | -$52.5K | 0.08% | 150 |
|
|
2024
Q2 | $301K | Sell |
1,302
-1,125
| -46% | -$260K | 0.08% | 140 |
|
|
2024
Q1 | $553K | Sell |
2,427
-2,876
| -54% | -$655K | 0.08% | 193 |
|
|
2023
Q4 | $993K | Sell |
5,303
-498
| -9% | -$93.3K | 0.08% | 260 |
|
|
2023
Q3 | $865K | Sell |
5,801
-3,265
| -36% | -$487K | 0.07% | 246 |
|
|
2023
Q2 | $1.58M | Sell |
9,066
-739
| -8% | -$129K | 0.09% | 223 |
|
|
2023
Q1 | $1.45M | Hold |
9,805
| – | – | 0.06% | 234 |
|
|
2022
Q4 | $1.45M | Sell |
9,805
-151
| -2% | -$22.3K | 0.06% | 234 |
|
|
2022
Q3 | $1.34M | Sell |
9,956
-38
| -0.4% | -$5.13K | 0.06% | 239 |
|
|
2022
Q2 | $1.39M | Buy |
9,994
+5,600
| +127% | +$776K | 0.05% | 260 |
|
|
2022
Q1 | $822K | Sell |
4,394
-5,095
| -54% | -$953K | 0.03% | 370 |
|
|
2021
Q4 | $1.55M | Buy |
9,489
+1,256
| +15% | +$205K | 0.04% | 271 |
|
|
2021
Q3 | $1.38M | Sell |
8,233
-8,400
| -51% | -$1.41M | 0.04% | 277 |
|
|
2021
Q2 | $2.75M | Buy |
16,633
+1,032
| +7% | +$171K | 0.09% | 161 |
|
|
2021
Q1 | $2.21M | Buy |
15,601
+2,370
| +18% | +$335K | 0.08% | 168 |
|
|
2020
Q4 | $1.6M | Sell |
13,231
-900
| -6% | -$109K | 0.07% | 194 |
|
|
2020
Q3 | $1.42M | Sell |
14,131
-977
| -6% | -$98K | 0.07% | 187 |
|
|
2020
Q2 | $1.44M | Buy |
15,108
+2,893
| +24% | +$275K | 0.08% | 179 |
|
|
2020
Q1 | $1.05M | Sell |
12,215
-1,755
| -13% | -$150K | 0.07% | 194 |
|
|
2019
Q4 | $1.74M | Sell |
13,970
-1,646
| -11% | -$205K | 0.1% | 161 |
|
|
2019
Q3 | $1.85M | Sell |
15,616
-5,901
| -27% | -$698K | 0.13% | 140 |
|
|
2019
Q2 | $2.66M | Buy |
21,517
+750
| +4% | +$92.6K | 0.1% | 158 |
|
|
2019
Q1 | $2.27M | Buy |
20,767
+4,410
| +27% | +$482K | 0.09% | 166 |
|
|
2018
Q4 | $1.56M | Sell |
16,357
-12,105
| -43% | -$1.15M | 0.13% | 125 |
|
|
2018
Q3 | $3.03M | Buy |
28,462
+1,971
| +7% | +$210K | 0.11% | 143 |
|
|
2018
Q2 | $2.6M | Buy |
26,491
+5,640
| +27% | +$553K | 0.09% | 177 |
|
|
2018
Q1 | $1.95M | Buy |
20,851
+1,330
| +7% | +$124K | 0.06% | 293 |
|
|
2017
Q4 | $1.94M | Sell |
19,521
-691
| -3% | -$68.6K | 0.05% | 327 |
|
|
2017
Q3 | $1.83M | Sell |
20,212
-291
| -1% | -$26.3K | 0.05% | 339 |
|
|
2017
Q2 | $1.73M | Buy |
20,503
+1,084
| +6% | +$91.3K | 0.05% | 344 |
|
|
2017
Q1 | $1.54M | Sell |
19,419
-6,275
| -24% | -$496K | 0.05% | 379 |
|
|
2016
Q4 | $1.9M | Buy |
25,694
+4,716
| +22% | +$349K | 0.05% | 295 |
|
|
2016
Q3 | $1.34M | Buy |
20,978
+2,277
| +12% | +$146K | 0.06% | 301 |
|
|
2016
Q2 | $1.14M | Sell |
18,701
-4,018
| -18% | -$244K | 0.05% | 320 |
|
|
2016
Q1 | $1.4M | Sell |
22,719
-5,849
| -20% | -$359K | 0.06% | 276 |
|
|
2015
Q4 | $1.99M | Buy |
28,568
+4,040
| +16% | +$281K | 0.09% | 189 |
|
|
2015
Q3 | $1.82M | Buy |
24,528
+8,060
| +49% | +$597K | 0.16% | 128 |
|
|
2015
Q2 | $1.39M | Sell |
16,468
-1,032
| -6% | -$86.8K | 0.07% | 261 |
|
|
2015
Q1 | $1.37M | Sell |
17,500
-5,279
| -23% | -$412K | 0.03% | 472 |
|
|
2014
Q4 | $2.12M | Buy |
22,779
+6,474
| +40% | +$602K | 0.13% | 140 |
|
|
2014
Q3 | $1.43M | Sell |
16,305
-2,548
| -14% | -$223K | 0.09% | 225 |
|
|
2014
Q2 | $1.79M | Buy |
18,853
+3,976
| +27% | +$377K | 0.12% | 193 |
|
|
2014
Q1 | $1.34M | Buy |
14,877
+696
| +5% | +$62.6K | 0.11% | 189 |
|
|
2013
Q4 | $1.29M | Buy |
14,181
+3,562
| +34% | +$323K | 0.13% | 167 |
|
|
2013
Q3 | $802K | Sell |
10,619
-1,018
| -9% | -$76.9K | 0.09% | 195 |
|
|
2013
Q2 | $870K | Buy |
+11,637
| New | +$870K | 0.11% | 168 |
|