Global Financial Private Client’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $385K | Buy |
1,274
+17
| +1% | +$5.7K | 0.13% | 178 |
|
|
2025
Q4 | $465K | Buy |
1,257
+10
| +0.8% | +$3.58K | 0.16% | 152 |
|
|
2025
Q3 | $414K | Buy |
1,247
+64
| +5% | +$20.4K | 0.15% | 162 |
|
|
2025
Q2 | $377K | Buy |
1,183
+6
| +0.5% | +$1.69K | 0.14% | 163 |
|
|
2025
Q1 | $317K | Buy |
1,177
+27
| +2% | +$7.98K | 0.12% | 168 |
|
|
2024
Q4 | $341K | Buy |
1,150
+12
| +1% | +$3.45K | 0.13% | 163 |
|
|
2024
Q3 | $309K | Buy |
1,138
+27
| +2% | +$6.72K | 0.12% | 163 |
|
|
2024
Q2 | $257K | Sell |
1,111
-21
| -2% | -$4.86K | 0.11% | 171 |
|
|
2024
Q1 | $258K | Hold |
1,132
| – | – | 0.11% | 163 |
|
|
2023
Q4 | $212K | Hold |
1,132
| – | – | 0.1% | 171 |
|
|
2023
Q3 | $169K | Hold |
1,132
| – | – | 0.09% | 173 |
|
|
2023
Q2 | $199K | Hold |
1,132
| – | – | 0.1% | 171 |
|
|
2023
Q1 | $185K | Hold |
1,132
| – | – | 0.1% | 161 |
|
|
2022
Q4 | $167K | Hold |
1,132
| – | – | 0.09% | 152 |
|
|
2022
Q3 | $159K | Sell |
1,132
-122
| -10% | -$18.5K | 0.09% | 158 |
|
|
2022
Q2 | $176K | Hold |
1,254
| – | – | 0.1% | 146 |
|
|
2022
Q1 | $235K | Buy |
1,254
+240
| +24% | +$43.3K | 0.11% | 136 |
|
|
2021
Q4 | $166K | Hold |
1,014
| – | – | 0.08% | 151 |
|
|
2021
Q3 | $176K | Hold |
1,014
| – | – | 0.09% | 146 |
|
|
2021
Q2 | $169K | Hold |
1,014
| – | – | 0.09% | 145 |
|
|
2021
Q1 | $147K | Hold |
1,014
| – | – | 0.11% | 128 |
|
|
2020
Q4 | $123K | Buy |
1,014
+14
| +1% | +$1.55K | 0.1% | 124 |
|
|
2020
Q3 | $101K | Hold |
1,000
| – | – | 0.09% | 132 |
|
|
2020
Q2 | $94K | Sell |
1,000
-352
| -26% | -$32.4K | 0.08% | 152 |
|
|
2020
Q1 | $105K | Hold |
1,352
| – | – | 0.11% | 138 |
|
|
2019
Q4 | $168K | Buy |
+1,352
| New | +$162K | 0.14% | 123 |
|
Other funds holding AXP
VCM
VPM