Fiduciary Group’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 | $6.81M | Hold |
21,344
| – | – | 0.64% | 46 |
|
|
2025
Q1 | $5.74M | Sell |
21,344
-56
| -0.3% | -$15.1K | 0.58% | 50 |
|
|
2024
Q4 | $6.35M | Sell |
21,400
-56
| -0.3% | -$16.6K | 0.64% | 42 |
|
|
2024
Q3 | $5.82M | Sell |
21,456
-102
| -0.5% | -$27.7K | 0.59% | 51 |
|
|
2024
Q2 | $4.99M | Buy |
21,558
+50
| +0.2% | +$11.6K | 0.54% | 51 |
|
|
2024
Q1 | $4.9M | Sell |
21,508
-259
| -1% | -$59K | 0.53% | 52 |
|
|
2023
Q4 | $4.08M | Sell |
21,767
-109
| -0.5% | -$20.4K | 0.48% | 56 |
|
|
2023
Q3 | $3.26M | Sell |
21,876
-35
| -0.2% | -$5.22K | 0.42% | 66 |
|
|
2023
Q2 | $3.82M | Hold |
21,911
| – | – | 0.47% | 56 |
|
|
2023
Q1 | $3.61M | Sell |
21,911
-262
| -1% | -$43.2K | 0.47% | 59 |
|
|
2022
Q4 | $3.28M | Sell |
22,173
-73
| -0.3% | -$10.8K | 0.44% | 63 |
|
|
2022
Q3 | $3.44M | Hold |
22,246
| – | – | 0.45% | 61 |
|
|
2022
Q2 | $3.63M | Sell |
22,246
-22
| -0.1% | -$3.59K | 0.45% | 62 |
|
|
2022
Q1 | $3.55M | Sell |
22,268
-157
| -0.7% | -$25K | 0.47% | 58 |
|
|
2021
Q4 | $3.67M | Sell |
22,425
-468
| -2% | -$76.6K | 0.41% | 58 |
|
|
2021
Q3 | $4.14M | Hold |
22,893
| – | – | 0.47% | 57 |
|
|
2021
Q2 | $3.85M | Hold |
22,893
| – | – | 0.45% | 57 |
|
|
2021
Q1 | $3.51M | Sell |
22,893
-134
| -0.6% | -$20.6K | 0.43% | 59 |
|
|
2020
Q4 | $2.96M | Sell |
23,027
-991
| -4% | -$127K | 0.39% | 59 |
|
|
2020
Q3 | $2.41M | Sell |
24,018
-522
| -2% | -$52.3K | 0.36% | 63 |
|
|
2020
Q2 | $2.34M | Sell |
24,540
-73
| -0.3% | -$6.95K | 0.39% | 56 |
|
|
2020
Q1 | $2.11M | Sell |
24,613
-262
| -1% | -$22.4K | 0.41% | 53 |
|
|
2019
Q4 | $3.1M | Sell |
24,875
-398
| -2% | -$49.6K | 0.49% | 52 |
|
|
2019
Q3 | $2.99M | Sell |
25,273
-675
| -3% | -$79.8K | 0.52% | 50 |
|
|
2019
Q2 | $3.2M | Sell |
25,948
-469
| -2% | -$57.9K | 0.58% | 48 |
|
|
2019
Q1 | $2.89M | Sell |
26,417
-272
| -1% | -$29.7K | 0.54% | 51 |
|
|
2018
Q4 | $2.54M | Sell |
26,689
-1,103
| -4% | -$105K | 0.53% | 53 |
|
|
2018
Q3 | $2.96M | Sell |
27,792
-671
| -2% | -$71.5K | 0.58% | 50 |
|
|
2018
Q2 | $2.79M | Sell |
28,463
-1,561
| -5% | -$153K | 0.59% | 50 |
|
|
2018
Q1 | $2.8M | Sell |
30,024
-1,783
| -6% | -$166K | 0.61% | 52 |
|
|
2017
Q4 | $3.16M | Sell |
31,807
-2,510
| -7% | -$249K | 0.67% | 47 |
|
|
2017
Q3 | $3.1M | Sell |
34,317
-14,653
| -30% | -$1.33M | 0.7% | 47 |
|
|
2017
Q2 | $4.13M | Sell |
48,970
-1,385
| -3% | -$117K | 0.95% | 37 |
|
|
2017
Q1 | $3.98M | Sell |
50,355
-3,525
| -7% | -$279K | 0.94% | 37 |
|
|
2016
Q4 | $3.99M | Sell |
53,880
-8,074
| -13% | -$598K | 1.03% | 32 |
|
|
2016
Q3 | $3.97M | Sell |
61,954
-1,278
| -2% | -$81.9K | 1.08% | 32 |
|
|
2016
Q2 | $3.84M | Sell |
63,232
-13,646
| -18% | -$829K | 1.07% | 34 |
|
|
2016
Q1 | $4.72M | Sell |
76,878
-1,846
| -2% | -$113K | 1.37% | 20 |
|
|
2015
Q4 | $5.48M | Buy |
78,724
+3,550
| +5% | +$247K | 1.63% | 14 |
|
|
2015
Q3 | $5.57M | Buy |
75,174
+51,926
| +223% | +$3.85M | 1.85% | 7 |
|
|
2015
Q2 | $1.81M | Buy |
+23,248
| New | +$1.81M | 0.57% | 59 |
|