First Horizon 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 | $2.79M | Sell |
8,737
-3,054
| -26% | -$974K | 0.07% | 184 |
|
2025
Q1 | $3.17M | Buy |
11,791
+1,212
| +11% | +$326K | 0.09% | 171 |
|
2024
Q4 | $3.14M | Sell |
10,579
-76
| -0.7% | -$22.6K | 0.09% | 176 |
|
2024
Q3 | $2.89M | Buy |
10,655
+2,608
| +32% | +$707K | 0.08% | 184 |
|
2024
Q2 | $1.86M | Sell |
8,047
-656
| -8% | -$152K | 0.06% | 206 |
|
2024
Q1 | $1.98M | Buy |
8,703
+168
| +2% | +$38.3K | 0.06% | 201 |
|
2023
Q4 | $1.6M | Buy |
8,535
+828
| +11% | +$155K | 0.05% | 217 |
|
2023
Q3 | $1.15M | Buy |
7,707
+866
| +13% | +$129K | 0.04% | 229 |
|
2023
Q2 | $1.19M | Buy |
6,841
+2,394
| +54% | +$417K | 0.04% | 244 |
|
2023
Q1 | $734K | Buy |
4,447
+952
| +27% | +$157K | 0.03% | 289 |
|
2022
Q4 | $516K | Buy |
3,495
+96
| +3% | +$14.2K | 0.02% | 323 |
|
2022
Q3 | $457K | Sell |
3,399
-407
| -11% | -$54.7K | 0.02% | 323 |
|
2022
Q2 | $526K | Buy |
3,806
+850
| +29% | +$117K | 0.02% | 325 |
|
2022
Q1 | $552K | Sell |
2,956
-26
| -0.9% | -$4.86K | 0.03% | 270 |
|
2021
Q4 | $486K | Buy |
2,982
+578
| +24% | +$94.2K | 0.01% | 350 |
|
2021
Q3 | $402K | Buy |
2,404
+721
| +43% | +$121K | 0.01% | 378 |
|
2021
Q2 | $277K | Buy |
1,683
+13
| +0.8% | +$2.14K | 0.01% | 355 |
|
2021
Q1 | $235K | Buy |
1,670
+1,540
| +1,185% | +$217K | 0.01% | 355 |
|
2020
Q4 | $15K | Sell |
130
-41
| -24% | -$4.73K | ﹤0.01% | 964 |
|
2020
Q3 | $16K | Hold |
171
| – | – | ﹤0.01% | 883 |
|
2020
Q2 | $15K | Hold |
171
| – | – | ﹤0.01% | 880 |
|
2020
Q1 | $14K | Sell |
171
-43
| -20% | -$3.52K | ﹤0.01% | 847 |
|
2019
Q4 | $25K | Sell |
214
-3
| -1% | -$350 | ﹤0.01% | 778 |
|
2019
Q3 | $25K | Sell |
217
-1,093
| -83% | -$126K | ﹤0.01% | 763 |
|
2019
Q2 | $161K | Sell |
1,310
-47
| -3% | -$5.78K | 0.01% | 371 |
|
2019
Q1 | $147K | Sell |
1,357
-37
| -3% | -$4.01K | 0.01% | 368 |
|
2018
Q4 | $132K | Sell |
1,394
-820
| -37% | -$77.6K | 0.01% | 382 |
|
2018
Q3 | $234K | Buy |
2,214
+138
| +7% | +$14.6K | 0.02% | 348 |
|
2018
Q2 | $202K | Buy |
2,076
+1,016
| +96% | +$98.9K | 0.02% | 358 |
|
2018
Q1 | $99K | Buy |
1,060
+185
| +21% | +$17.3K | 0.01% | 387 |
|
2017
Q4 | $87K | Sell |
875
-209
| -19% | -$20.8K | 0.01% | 416 |
|
2017
Q3 | $97K | Hold |
1,084
| – | – | 0.01% | 391 |
|
2017
Q2 | $91K | Sell |
1,084
-315
| -23% | -$26.4K | 0.01% | 400 |
|
2017
Q1 | $109K | Sell |
1,399
-1,040
| -43% | -$81K | 0.01% | 396 |
|
2016
Q4 | $154K | Hold |
2,439
| – | – | 0.02% | 347 |
|
2016
Q3 | $154K | Sell |
2,439
-1,422
| -37% | -$89.8K | 0.02% | 343 |
|
2016
Q2 | $234K | Sell |
3,861
-22
| -0.6% | -$1.33K | 0.03% | 278 |
|
2016
Q1 | $239K | Sell |
3,883
-9
| -0.2% | -$554 | 0.03% | 295 |
|
2015
Q4 | $271K | Sell |
3,892
-1,823
| -32% | -$127K | 0.05% | 237 |
|
2015
Q3 | $424K | Buy |
5,715
+8
| +0.1% | +$594 | 0.07% | 200 |
|
2015
Q2 | $443K | Buy |
5,707
+224
| +4% | +$17.4K | 0.06% | 207 |
|
2015
Q1 | $427K | Sell |
5,483
-164
| -3% | -$12.8K | 0.06% | 224 |
|
2014
Q4 | $526K | Buy |
5,647
+1,874
| +50% | +$175K | 0.08% | 198 |
|
2014
Q3 | $330K | Sell |
3,773
-46
| -1% | -$4.02K | 0.05% | 240 |
|
2014
Q2 | $360K | Buy |
3,819
+723
| +23% | +$68.2K | 0.05% | 257 |
|
2014
Q1 | $279K | Sell |
3,096
-4
| -0.1% | -$360 | 0.04% | 279 |
|
2013
Q4 | $281K | Buy |
3,100
+50
| +2% | +$4.53K | 0.04% | 265 |
|
2013
Q3 | $230K | Buy |
+3,050
| New | +$230K | 0.04% | 274 |
|