Geneos Wealth 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 | $1.21M | Sell |
3,799
-18,224
| -83% | -$5.81M | 0.03% | 487 |
|
|
2025
Q1 | $5.93M | Buy |
22,023
+15,821
| +255% | +$4.26M | 0.09% | 276 |
|
|
2024
Q4 | $1.84M | Buy |
6,202
+313
| +5% | +$92.9K | 0.06% | 302 |
|
|
2024
Q3 | $1.6M | Buy |
5,889
+406
| +7% | +$110K | 0.06% | 318 |
|
|
2024
Q2 | $1.27M | Buy |
5,483
+3,262
| +147% | +$755K | 0.06% | 319 |
|
|
2024
Q1 | $506K | Buy |
2,221
+102
| +5% | +$23.2K | 0.02% | 486 |
|
|
2023
Q4 | $397K | Sell |
2,119
-569
| -21% | -$107K | 0.02% | 531 |
|
|
2023
Q3 | $401K | Buy |
2,688
+396
| +17% | +$59.1K | 0.02% | 508 |
|
|
2023
Q2 | $399K | Sell |
2,292
-2,354
| -51% | -$410K | 0.02% | 503 |
|
|
2023
Q1 | $766K | Sell |
4,646
-939
| -17% | -$155K | 0.05% | 351 |
|
|
2022
Q4 | $825K | Buy |
5,585
+730
| +15% | +$108K | 0.05% | 307 |
|
|
2022
Q3 | $655K | Sell |
4,855
-8,652
| -64% | -$1.17M | 0.05% | 332 |
|
|
2022
Q2 | $1.9M | Buy |
13,507
+5,884
| +77% | +$826K | 0.09% | 218 |
|
|
2022
Q1 | $1.43M | Buy |
7,623
+203
| +3% | +$37.9K | 0.06% | 274 |
|
|
2021
Q4 | $1.21M | Sell |
7,420
-609
| -8% | -$99.6K | 0.05% | 348 |
|
|
2021
Q3 | $1.4M | Buy |
8,029
+36
| +0.5% | +$6.26K | 0.05% | 309 |
|
|
2021
Q2 | $1.35M | Sell |
7,993
-438
| -5% | -$73.8K | 0.05% | 298 |
|
|
2021
Q1 | $1.29M | Sell |
8,431
-52
| -0.6% | -$7.98K | 0.04% | 359 |
|
|
2020
Q4 | $1.12M | Sell |
8,483
-14,206
| -63% | -$1.88M | 0.05% | 319 |
|
|
2020
Q3 | $2.19M | Buy |
22,689
+1,451
| +7% | +$140K | 0.11% | 187 |
|
|
2020
Q2 | $1.98M | Buy |
21,238
+2,108
| +11% | +$197K | 0.11% | 192 |
|
|
2020
Q1 | $1.7M | Sell |
19,130
-1,900
| -9% | -$169K | 0.11% | 184 |
|
|
2019
Q4 | $2.63M | Buy |
21,030
+2,603
| +14% | +$326K | 0.14% | 172 |
|
|
2019
Q3 | $2.19M | Buy |
18,427
+3,194
| +21% | +$379K | 0.13% | 172 |
|
|
2019
Q2 | $1.89M | Buy |
15,233
+2,509
| +20% | +$312K | 0.12% | 182 |
|
|
2019
Q1 | $1.39M | Buy |
12,724
+3,199
| +34% | +$349K | 0.09% | 219 |
|
|
2018
Q4 | $909K | Buy |
9,525
+2,097
| +28% | +$200K | 0.07% | 264 |
|
|
2018
Q3 | $791K | Buy |
7,428
+322
| +5% | +$34.3K | 0.05% | 304 |
|
|
2018
Q2 | $696K | Sell |
7,106
-173
| -2% | -$16.9K | 0.05% | 275 |
|
|
2018
Q1 | $679K | Buy |
7,279
+75
| +1% | +$7K | 0.06% | 260 |
|
|
2017
Q4 | $715K | Buy |
7,204
+350
| +5% | +$34.7K | 0.06% | 264 |
|
|
2017
Q3 | $620K | Buy |
6,854
+121
| +2% | +$10.9K | 0.06% | 266 |
|
|
2017
Q2 | $567K | Sell |
6,733
-58
| -0.9% | -$4.88K | 0.06% | 268 |
|
|
2017
Q1 | $537K | Buy |
6,791
+478
| +8% | +$37.8K | 0.06% | 259 |
|
|
2016
Q4 | $467K | Sell |
6,313
-249
| -4% | -$18.4K | 0.06% | 260 |
|
|
2016
Q3 | $420K | Buy |
6,562
+1,109
| +20% | +$71K | 0.06% | 280 |
|
|
2016
Q2 | $330K | Buy |
5,453
+52
| +1% | +$3.15K | 0.05% | 321 |
|
|
2016
Q1 | $330K | Buy |
+5,401
| New | +$330K | 0.05% | 316 |
|