Freedom Investment Management’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 | $2.48M | Sell |
7,788
-669
| -8% | -$213K | 0.2% | 87 |
|
|
2025
Q1 | $2.28M | Sell |
8,457
-337
| -4% | -$90.7K | 0.19% | 86 |
|
|
2024
Q4 | $2.61M | Sell |
8,794
-97
| -1% | -$28.8K | 0.22% | 77 |
|
|
2024
Q3 | $2.41M | Sell |
8,891
-57
| -0.6% | -$15.5K | 0.19% | 87 |
|
|
2024
Q2 | $2.07M | Sell |
8,948
-847
| -9% | -$196K | 0.17% | 104 |
|
|
2024
Q1 | $2.23M | Sell |
9,795
-417
| -4% | -$94.9K | 0.18% | 102 |
|
|
2023
Q4 | $1.91M | Sell |
10,212
-935
| -8% | -$175K | 0.16% | 123 |
|
|
2023
Q3 | $1.66M | Sell |
11,147
-6,843
| -38% | -$1.02M | 0.2% | 113 |
|
|
2023
Q2 | $3.13M | Sell |
17,990
-1,289
| -7% | -$225K | 0.35% | 56 |
|
|
2023
Q1 | $3.18M | Sell |
19,279
-4,551
| -19% | -$751K | 0.36% | 60 |
|
|
2022
Q4 | $3.52M | Sell |
23,830
-574
| -2% | -$84.8K | 0.4% | 54 |
|
|
2022
Q3 | $3.29M | Buy |
24,404
+1,097
| +5% | +$148K | 0.38% | 55 |
|
|
2022
Q2 | $3.23M | Sell |
23,307
-1,418
| -6% | -$197K | 0.34% | 63 |
|
|
2022
Q1 | $4.62M | Buy |
24,725
+4,169
| +20% | +$780K | 0.41% | 53 |
|
|
2021
Q4 | $3.36M | Sell |
20,556
-49
| -0.2% | -$8.02K | 0.25% | 97 |
|
|
2021
Q3 | $3.45M | Buy |
20,605
+652
| +3% | +$109K | 0.26% | 80 |
|
|
2021
Q2 | $3.3M | Sell |
19,953
-3,331
| -14% | -$550K | 0.25% | 94 |
|
|
2021
Q1 | $3.29M | Sell |
23,284
-6,629
| -22% | -$938K | 0.26% | 90 |
|
|
2020
Q4 | $3.62M | Sell |
29,913
-1,237
| -4% | -$150K | 0.4% | 55 |
|
|
2020
Q3 | $3.12M | Buy |
31,150
+1,913
| +7% | +$192K | 0.34% | 60 |
|
|
2020
Q2 | $2.78M | Buy |
29,237
+2,708
| +10% | +$258K | 0.3% | 72 |
|
|
2020
Q1 | $3.5M | Sell |
26,529
-444
| -2% | -$58.5K | 0.31% | 72 |
|
|
2019
Q4 | $3.36M | Buy |
26,973
+2,741
| +11% | +$341K | 0.3% | 73 |
|
|
2019
Q3 | $2.87M | Sell |
24,232
-2,648
| -10% | -$313K | 0.25% | 79 |
|
|
2019
Q2 | $3.32M | Buy |
26,880
+297
| +1% | +$36.7K | 0.28% | 69 |
|
|
2019
Q1 | $2.91M | Buy |
26,583
+4,845
| +22% | +$529K | 0.23% | 87 |
|
|
2018
Q4 | $2.07M | Sell |
21,738
-3,402
| -14% | -$324K | 0.16% | 117 |
|
|
2018
Q3 | $2.69M | Sell |
25,140
-6,520
| -21% | -$698K | 0.17% | 105 |
|
|
2018
Q2 | $3.1M | Buy |
31,660
+16,767
| +113% | +$1.64M | 0.19% | 86 |
|
|
2018
Q1 | $1.39M | Sell |
14,893
-6,251
| -30% | -$583K | 0.07% | 277 |
|
|
2017
Q4 | $2.1M | Buy |
21,144
+6,392
| +43% | +$635K | 0.11% | 148 |
|
|
2017
Q3 | $1.33M | Buy |
14,752
+1,138
| +8% | +$103K | 0.07% | 240 |
|
|
2017
Q2 | $1.15M | Buy |
13,614
+853
| +7% | +$71.9K | 0.07% | 265 |
|
|
2017
Q1 | $1.01M | Buy |
12,761
+553
| +5% | +$43.8K | 0.06% | 288 |
|
|
2016
Q4 | $904K | Buy |
12,208
+3,192
| +35% | +$236K | 0.06% | 274 |
|
|
2016
Q3 | $577K | Buy |
9,016
+199
| +2% | +$12.7K | 0.04% | 414 |
|
|
2016
Q2 | $536K | Sell |
8,817
-302
| -3% | -$18.4K | 0.04% | 397 |
|
|
2016
Q1 | $560K | Sell |
9,119
-245
| -3% | -$15K | 0.04% | 364 |
|
|
2015
Q4 | $651K | Sell |
9,364
-25,238
| -73% | -$1.75M | 0.05% | 312 |
|
|
2015
Q3 | $573K | Buy |
34,602
+26,128
| +308% | +$433K | 0.06% | 289 |
|
|
2015
Q2 | $659K | Buy |
8,474
+1,436
| +20% | +$112K | 0.07% | 264 |
|
|
2015
Q1 | $550K | Buy |
7,038
+325
| +5% | +$25.4K | 0.06% | 272 |
|
|
2014
Q4 | $625K | Buy |
6,713
+796
| +13% | +$74.1K | 0.08% | 227 |
|
|
2014
Q3 | $518K | Buy |
5,917
+949
| +19% | +$83.1K | 0.09% | 232 |
|
|
2014
Q2 | $471K | Buy |
4,968
+322
| +7% | +$30.5K | 0.08% | 250 |
|
|
2014
Q1 | $418K | Buy |
4,646
+396
| +9% | +$35.6K | 0.09% | 229 |
|
|
2013
Q4 | $386K | Buy |
4,250
+751
| +21% | +$68.2K | 0.1% | 212 |
|
|
2013
Q3 | $264K | Buy |
3,499
+718
| +26% | +$54.2K | 0.08% | 257 |
|
|
2013
Q2 | $208K | Buy |
+2,781
| New | +$208K | 0.07% | 274 |
|