Financial Counselors Inc’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 | – | Sell |
-5,827
| Closed | -$1.57M | – | 52 |
|
|
2025
Q1 | $1.57M | Sell |
5,827
-182
| -3% | -$49K | 0.02% | 287 |
|
|
2024
Q4 | $1.78M | Sell |
6,009
-767
| -11% | -$228K | 0.03% | 281 |
|
|
2024
Q3 | $1.84M | Buy |
6,776
+647
| +11% | +$175K | 0.03% | 283 |
|
|
2024
Q2 | $1.42M | Buy |
6,129
+832
| +16% | +$193K | 0.02% | 294 |
|
|
2024
Q1 | $1.21M | Buy |
5,297
+820
| +18% | +$187K | 0.02% | 310 |
|
|
2023
Q4 | $839K | Sell |
4,477
-178
| -4% | -$33.3K | 0.02% | 344 |
|
|
2023
Q3 | $694K | Sell |
4,655
-208
| -4% | -$31K | 0.01% | 355 |
|
|
2023
Q2 | $847K | Sell |
4,863
-16
| -0.3% | -$2.79K | 0.02% | 309 |
|
|
2023
Q1 | $805K | Sell |
4,879
-238
| -5% | -$39.3K | 0.02% | 316 |
|
|
2022
Q4 | $756K | Buy |
5,117
+250
| +5% | +$36.9K | 0.02% | 324 |
|
|
2022
Q3 | $657K | Sell |
4,867
-1,216
| -20% | -$164K | 0.02% | 324 |
|
|
2022
Q2 | $843K | Sell |
6,083
-2
| -0% | -$277 | 0.02% | 308 |
|
|
2022
Q1 | $1.14M | Sell |
6,085
-292
| -5% | -$54.6K | 0.02% | 295 |
|
|
2021
Q4 | $1.04M | Sell |
6,377
-1,749
| -22% | -$286K | 0.02% | 300 |
|
|
2021
Q3 | $1.36M | Buy |
8,126
+930
| +13% | +$156K | 0.03% | 290 |
|
|
2021
Q2 | $1.19M | Buy |
7,196
+112
| +2% | +$18.5K | 0.03% | 292 |
|
|
2021
Q1 | $1M | Sell |
7,084
-65
| -0.9% | -$9.19K | 0.02% | 301 |
|
|
2020
Q4 | $864K | Buy |
7,149
+37
| +0.5% | +$4.47K | 0.02% | 311 |
|
|
2020
Q3 | $713K | Sell |
7,112
-50
| -0.7% | -$5.01K | 0.02% | 313 |
|
|
2020
Q2 | $682K | Buy |
7,162
+150
| +2% | +$14.3K | 0.02% | 330 |
|
|
2020
Q1 | $600K | Sell |
7,012
-159
| -2% | -$13.6K | 0.03% | 288 |
|
|
2019
Q4 | $893K | Buy |
7,171
+303
| +4% | +$37.7K | 0.03% | 290 |
|
|
2019
Q3 | $812K | Buy |
6,868
+83
| +1% | +$9.81K | 0.03% | 287 |
|
|
2019
Q2 | $838K | Sell |
6,785
-246
| -3% | -$30.4K | 0.03% | 284 |
|
|
2019
Q1 | $768K | Buy |
7,031
+33
| +0.5% | +$3.61K | 0.03% | 291 |
|
|
2018
Q4 | $667K | Sell |
6,998
-112
| -2% | -$10.7K | 0.03% | 301 |
|
|
2018
Q3 | $757K | Sell |
7,110
-298
| -4% | -$31.7K | 0.03% | 304 |
|
|
2018
Q2 | $726K | Buy |
7,408
+371
| +5% | +$36.4K | 0.03% | 301 |
|
|
2018
Q1 | $656K | Sell |
7,037
-59
| -0.8% | -$5.5K | 0.03% | 311 |
|
|
2017
Q4 | $705K | Sell |
7,096
-431
| -6% | -$42.8K | 0.03% | 306 |
|
|
2017
Q3 | $681K | Buy |
7,527
+35
| +0.5% | +$3.17K | 0.03% | 304 |
|
|
2017
Q2 | $631K | Buy |
7,492
+533
| +8% | +$44.9K | 0.03% | 317 |
|
|
2017
Q1 | $551K | Sell |
6,959
-633
| -8% | -$50.1K | 0.03% | 332 |
|
|
2016
Q4 | $562K | Buy |
+7,592
| New | +$562K | 0.03% | 322 |
|
|
2016
Q2 | $470K | Sell |
7,733
-556
| -7% | -$33.8K | 0.03% | 321 |
|
|
2016
Q1 | $509K | Sell |
8,289
-1,214
| -13% | -$74.5K | 0.03% | 315 |
|
|
2015
Q4 | $661K | Sell |
9,503
-139
| -1% | -$9.67K | 0.04% | 285 |
|
|
2015
Q3 | $715K | Buy |
9,642
+291
| +3% | +$21.6K | 0.05% | 272 |
|
|
2015
Q2 | $727K | Sell |
9,351
-781
| -8% | -$60.7K | 0.05% | 286 |
|
|
2015
Q1 | $792K | Sell |
10,132
-980
| -9% | -$76.6K | 0.05% | 284 |
|
|
2014
Q4 | $1.03M | Sell |
11,112
-183
| -2% | -$17K | 0.07% | 256 |
|
|
2014
Q3 | $989K | Sell |
11,295
-210
| -2% | -$18.4K | 0.07% | 268 |
|
|
2014
Q2 | $1.09M | Sell |
11,505
-2,453
| -18% | -$233K | 0.08% | 249 |
|
|
2014
Q1 | $1.26M | Sell |
13,958
-2,492
| -15% | -$224K | 0.09% | 235 |
|
|
2013
Q4 | $1.49M | Buy |
16,450
+1,564
| +11% | +$142K | 0.11% | 189 |
|
|
2013
Q3 | $1.12M | Sell |
14,886
-108
| -0.7% | -$8.16K | 0.09% | 209 |
|
|
2013
Q2 | $1.12M | Buy |
+14,994
| New | +$1.12M | 0.09% | 201 |
|