Glen Eagle 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 | $79.5K | Hold |
249
| – | – | 0.01% | 349 |
|
|
2025
Q1 | $67K | Hold |
249
| – | – | 0.01% | 371 |
|
|
2024
Q4 | $73.9K | Hold |
249
| – | – | 0.01% | 353 |
|
|
2024
Q3 | $67.6K | Buy |
249
+31
| +14% | +$8.41K | 0.01% | 375 |
|
|
2024
Q2 | $50.5K | Buy |
218
+7
| +3% | +$1.62K | 0.01% | 396 |
|
|
2024
Q1 | $48K | Hold |
211
| – | – | 0.01% | 410 |
|
|
2023
Q4 | $39.5K | Sell |
211
-19
| -8% | -$3.56K | 0.01% | 422 |
|
|
2023
Q3 | $34.3K | Hold |
230
| – | – | 0.01% | 425 |
|
|
2023
Q2 | $40.1K | Buy |
230
+19
| +9% | +$3.31K | 0.01% | 404 |
|
|
2023
Q1 | $34.8K | Sell |
211
-10
| -5% | -$1.65K | 0.01% | 422 |
|
|
2022
Q4 | $32.7K | Buy |
221
+21
| +11% | +$3.1K | 0.01% | 415 |
|
|
2022
Q3 | $27K | Buy |
200
+13
| +7% | +$1.75K | 0.01% | 438 |
|
|
2022
Q2 | $25.9K | Buy |
187
+19
| +11% | +$2.63K | 0.01% | 456 |
|
|
2022
Q1 | $31.4K | Buy |
168
+58
| +53% | +$10.8K | 0.01% | 446 |
|
|
2021
Q4 | $18K | Buy |
110
+72
| +189% | +$11.8K | ﹤0.01% | 522 |
|
|
2021
Q3 | $6.37K | Hold |
38
| – | – | ﹤0.01% | 782 |
|
|
2021
Q2 | $6.28K | Hold |
38
| – | – | ﹤0.01% | 781 |
|
|
2021
Q1 | $5.38K | Buy |
38
+7
| +23% | +$990 | ﹤0.01% | 758 |
|
|
2020
Q4 | $3.75K | Buy |
+31
| New | +$3.75K | ﹤0.01% | 776 |
|
|
2020
Q1 | – | Sell |
-855
| Closed | -$106K | – | 863 |
|
|
2019
Q4 | $106K | Buy |
855
+45
| +6% | +$5.61K | 0.06% | 217 |
|
|
2019
Q3 | $95.8K | Hold |
810
| – | – | 0.06% | 202 |
|
|
2019
Q2 | $100K | Hold |
810
| – | – | 0.07% | 198 |
|
|
2019
Q1 | $88.5K | Buy |
810
+578
| +249% | +$63.2K | 0.06% | 206 |
|
|
2018
Q4 | $22.1K | Buy |
+232
| New | +$22.1K | 0.02% | 356 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | -$1.12K | – | 690 |
|
|
2018
Q1 | $1.12K | Sell |
12
-13
| -52% | -$1.21K | ﹤0.01% | 635 |
|
|
2017
Q4 | $2.48K | Buy |
+25
| New | +$2.48K | ﹤0.01% | 559 |
|