Financial Management Network’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 | $1.09M | Buy |
3,315
+91
| +3% | +$29.9K | 0.19% | 75 |
|
2025
Q1 | $755K | Buy |
3,224
+1
| +0% | +$234 | 0.17% | 82 |
|
2024
Q4 | $977K | Sell |
3,223
-16
| -0.5% | -$4.85K | 0.2% | 73 |
|
2024
Q3 | $894K | Buy |
3,239
+76
| +2% | +$21K | 0.19% | 83 |
|
2024
Q2 | $745K | Hold |
3,163
| – | – | 0.18% | 81 |
|
2024
Q1 | $695K | Sell |
3,163
-163
| -5% | -$35.8K | 0.18% | 81 |
|
2023
Q4 | $629K | Buy |
3,326
+469
| +16% | +$88.7K | 0.18% | 78 |
|
2023
Q3 | $419K | Sell |
2,857
-21
| -0.7% | -$3.08K | 0.14% | 94 |
|
2023
Q2 | $505K | Sell |
2,878
-232
| -7% | -$40.7K | 0.18% | 84 |
|
2023
Q1 | $506K | Sell |
3,110
-114
| -4% | -$18.5K | 0.2% | 81 |
|
2022
Q4 | $485K | Sell |
3,224
-67
| -2% | -$10.1K | 0.22% | 86 |
|
2022
Q3 | $479K | Sell |
3,291
-356
| -10% | -$51.8K | 0.24% | 82 |
|
2022
Q2 | $512K | Buy |
3,647
+110
| +3% | +$15.4K | 0.27% | 73 |
|
2022
Q1 | $664K | Sell |
3,537
-43
| -1% | -$8.07K | 0.34% | 57 |
|
2021
Q4 | $622K | Buy |
3,580
+105
| +3% | +$18.2K | 0.29% | 70 |
|
2021
Q3 | $600K | Buy |
3,475
+2
| +0.1% | +$345 | 0.3% | 68 |
|
2021
Q2 | $585K | Buy |
3,473
+1
| +0% | +$168 | 0.3% | 69 |
|
2021
Q1 | $537K | Buy |
3,472
+302
| +10% | +$46.7K | 0.28% | 75 |
|
2020
Q4 | $409K | Buy |
+3,170
| New | +$409K | 0.25% | 73 |
|