First Dallas Securities’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 | $1.55M | Sell |
4,873
-289
| -6% | -$92.2K | 0.61% | 38 |
|
|
2025
Q1 | $1.39M | Sell |
5,162
-250
| -5% | -$67.3K | 0.58% | 43 |
|
|
2024
Q4 | $1.61M | Sell |
5,412
-3,284
| -38% | -$975K | 0.65% | 38 |
|
|
2024
Q3 | $2.36M | Sell |
8,696
-1,994
| -19% | -$541K | 0.99% | 30 |
|
|
2024
Q2 | $2.48M | Sell |
10,690
-1,209
| -10% | -$280K | 1.09% | 28 |
|
|
2024
Q1 | $2.71M | Sell |
11,899
-1,475
| -11% | -$336K | 1.25% | 23 |
|
|
2023
Q4 | $2.51M | Buy |
13,374
+11,849
| +777% | +$2.22M | 1.29% | 20 |
|
|
2023
Q3 | $228K | Sell |
1,525
-12,656
| -89% | -$1.89M | 0.05% | 130 |
|
|
2023
Q2 | $2.47M | Sell |
14,181
-1,498
| -10% | -$261K | 1.38% | 17 |
|
|
2023
Q1 | $2.59M | Sell |
15,679
-199
| -1% | -$32.8K | 1.53% | 12 |
|
|
2022
Q4 | $2.35M | Buy |
15,878
+2,626
| +20% | +$388K | 1.41% | 17 |
|
|
2022
Q3 | $1.79M | Buy |
13,252
+5,127
| +63% | +$693K | 1.23% | 17 |
|
|
2022
Q2 | $1.13M | Buy |
8,125
+5,550
| +216% | +$769K | 0.76% | 42 |
|
|
2022
Q1 | $482K | Buy |
+2,575
| New | +$482K | 0.27% | 80 |
|
|
2018
Q1 | – | Sell |
-1,402
| Closed | -$139K | – | 109 |
|
|
2017
Q4 | $139K | Buy |
+1,402
| New | +$139K | 0.09% | 119 |
|
|
2017
Q3 | – | Sell |
-15,725
| Closed | -$1.32M | – | 107 |
|
|
2017
Q2 | $1.32M | Sell |
15,725
-1,450
| -8% | -$122K | 0.97% | 31 |
|
|
2017
Q1 | $1.36M | Sell |
17,175
-174
| -1% | -$13.8K | 0.95% | 33 |
|
|
2016
Q4 | $1.29M | Buy |
17,349
+10,334
| +147% | +$766K | 0.88% | 36 |
|
|
2016
Q3 | $449K | Sell |
7,015
-898
| -11% | -$57.5K | 0.33% | 61 |
|
|
2016
Q2 | $481K | Sell |
7,913
-1,250
| -14% | -$76K | 0.37% | 60 |
|
|
2016
Q1 | $562K | Buy |
9,163
+1,700
| +23% | +$104K | 0.45% | 48 |
|
|
2015
Q4 | $519K | Sell |
7,463
-500
| -6% | -$34.8K | 0.43% | 52 |
|
|
2015
Q3 | $591K | Sell |
7,963
-2
| -0% | -$148 | 0.49% | 48 |
|
|
2015
Q2 | $619K | Buy |
7,965
+3,165
| +66% | +$246K | 0.45% | 48 |
|
|
2015
Q1 | $375K | Buy |
+4,800
| New | +$375K | 0.26% | 64 |
|