Global Retirement Partners’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 | $3.5M | Buy |
+10,973
| New | +$3.5M | 0.09% | 206 |
|
|
2024
Q4 | $3.8M | Buy |
12,794
+1,036
| +9% | +$307K | 0.11% | 186 |
|
|
2024
Q3 | $3.19M | Buy |
11,758
+4,632
| +65% | +$1.26M | 0.1% | 197 |
|
|
2024
Q2 | $1.65M | Buy |
7,126
+355
| +5% | +$82.2K | 0.05% | 303 |
|
|
2024
Q1 | $1.54M | Buy |
6,771
+288
| +4% | +$65.6K | 0.06% | 282 |
|
|
2023
Q4 | $1.17M | Buy |
6,483
+274
| +4% | +$49.6K | 0.05% | 309 |
|
|
2023
Q3 | $910K | Sell |
6,209
-8
| -0.1% | -$1.17K | 0.05% | 325 |
|
|
2023
Q2 | $1.08M | Sell |
6,217
-347
| -5% | -$60.4K | 0.05% | 304 |
|
|
2023
Q1 | $999K | Buy |
6,564
+1,293
| +25% | +$197K | 0.05% | 307 |
|
|
2022
Q4 | $779K | Buy |
5,271
+153
| +3% | +$22.6K | 0.05% | 296 |
|
|
2022
Q3 | $760K | Sell |
5,118
-2
| -0% | -$297 | 0.06% | 292 |
|
|
2022
Q2 | $710K | Sell |
5,120
-58
| -1% | -$8.04K | 0.06% | 302 |
|
|
2022
Q1 | $806K | Sell |
5,178
-123
| -2% | -$19.1K | 0.06% | 284 |
|
|
2021
Q4 | $867K | Buy |
5,301
+155
| +3% | +$25.4K | 0.67% | 26 |
|
|
2021
Q3 | $862K | Sell |
5,146
-1,872
| -27% | -$314K | 0.09% | 207 |
|
|
2021
Q2 | $1.16M | Sell |
7,018
-288
| -4% | -$47.6K | 0.12% | 171 |
|
|
2021
Q1 | $1.03M | Buy |
7,306
+37
| +0.5% | +$5.23K | 0.12% | 158 |
|
|
2020
Q4 | $879K | Buy |
7,269
+198
| +3% | +$23.9K | 0.11% | 172 |
|
|
2020
Q3 | $709K | Sell |
7,071
-468
| -6% | -$46.9K | 0.1% | 188 |
|
|
2020
Q2 | $718K | Buy |
7,539
+523
| +7% | +$49.8K | 0.11% | 178 |
|
|
2020
Q1 | $601K | Sell |
7,016
-667
| -9% | -$57.1K | 0.11% | 169 |
|
|
2019
Q4 | $956K | Sell |
7,683
-211
| -3% | -$26.3K | 0.15% | 150 |
|
|
2019
Q3 | $934K | Buy |
7,894
+49
| +0.6% | +$5.8K | 0.15% | 147 |
|
|
2019
Q2 | $968K | Buy |
7,845
+56
| +0.7% | +$6.91K | 0.19% | 113 |
|
|
2019
Q1 | $851K | Buy |
7,789
+401
| +5% | +$43.8K | 0.21% | 95 |
|
|
2018
Q4 | $704K | Buy |
7,388
+461
| +7% | +$43.9K | 0.18% | 110 |
|
|
2018
Q3 | $738K | Sell |
6,927
-169
| -2% | -$18K | 0.17% | 121 |
|
|
2018
Q2 | $695K | Sell |
7,096
-29
| -0.4% | -$2.84K | 0.18% | 119 |
|
|
2018
Q1 | $665K | Buy |
7,125
+300
| +4% | +$28K | 0.18% | 115 |
|
|
2017
Q4 | $678K | Buy |
6,825
+3,679
| +117% | +$365K | 0.19% | 107 |
|
|
2017
Q3 | $285K | Buy |
3,146
+1
| +0% | +$91 | 0.12% | 175 |
|
|
2017
Q2 | $265K | Buy |
3,145
+852
| +37% | +$71.8K | 0.12% | 163 |
|
|
2017
Q1 | $181K | Sell |
2,293
-54
| -2% | -$4.26K | 0.1% | 190 |
|
|
2016
Q4 | $174K | Buy |
+2,347
| New | +$174K | 0.12% | 166 |
|