GM Advisory Group’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 | $20.5M | Buy |
64,373
+2,555
| +4% | +$815K | 1.01% | 26 |
|
|
2025
Q1 | $16.6M | Buy |
61,818
+65
| +0.1% | +$17.5K | 0.9% | 27 |
|
|
2024
Q4 | $18.3M | Sell |
61,753
-2,697
| -4% | -$800K | 1.01% | 25 |
|
|
2024
Q3 | $17.5M | Buy |
64,450
+10
| +0% | +$2.71K | 1.05% | 25 |
|
|
2024
Q2 | $14.9M | Sell |
64,440
-1,023
| -2% | -$237K | 0.96% | 26 |
|
|
2024
Q1 | $14.9M | Buy |
65,463
+23
| +0% | +$5.24K | 1.05% | 23 |
|
|
2023
Q4 | $12.3M | Buy |
65,440
+725
| +1% | +$136K | 0.93% | 23 |
|
|
2023
Q3 | $9.65M | Hold |
64,715
| – | – | 0.79% | 24 |
|
|
2023
Q2 | $11.3M | Hold |
64,715
| – | – | 0.93% | 21 |
|
|
2023
Q1 | $10.7M | Buy |
64,715
+3
| +0% | +$495 | 0.97% | 20 |
|
|
2022
Q4 | $9.56M | Hold |
64,712
| – | – | 1.02% | 18 |
|
|
2022
Q3 | $8.73M | Sell |
64,712
-650
| -1% | -$87.7K | 1.1% | 18 |
|
|
2022
Q2 | $9.06M | Hold |
65,362
| – | – | 1.41% | 17 |
|
|
2022
Q1 | $12.2M | Sell |
65,362
-2
| -0% | -$374 | 1.45% | 17 |
|
|
2021
Q4 | $10.7M | Hold |
65,364
| – | – | 0.95% | 29 |
|
|
2021
Q3 | $11M | Sell |
65,364
-24
| -0% | -$4.02K | 1.1% | 26 |
|
|
2021
Q2 | $10.8M | Sell |
65,388
-224
| -0.3% | -$37K | 1.11% | 25 |
|
|
2021
Q1 | $9.28M | Sell |
65,612
-1,200
| -2% | -$170K | 1.11% | 20 |
|
|
2020
Q4 | $8.08M | Sell |
66,812
-5,380
| -7% | -$650K | 1.08% | 22 |
|
|
2020
Q3 | $7.24M | Hold |
72,192
| – | – | 1.11% | 21 |
|
|
2020
Q2 | $6.87M | Buy |
72,192
+64,292
| +814% | +$6.12M | 1.27% | 20 |
|
|
2020
Q1 | $676K | Buy |
+7,900
| New | +$676K | 0.18% | 62 |
|
|
2019
Q3 | – | Sell |
-86,670
| Closed | -$10.7M | – | 112 |
|
|
2019
Q2 | $10.7M | Sell |
86,670
-15,393
| -15% | -$1.9M | 3.36% | 10 |
|
|
2019
Q1 | $11.2M | Sell |
102,063
-2,079
| -2% | -$227K | 3.67% | 9 |
|
|
2018
Q4 | $9.93M | Buy |
104,142
+43,790
| +73% | +$4.17M | 3.69% | 10 |
|
|
2018
Q3 | $6.43M | Sell |
60,352
-1,500
| -2% | -$160K | 2.01% | 14 |
|
|
2018
Q2 | $6.06M | Buy |
61,852
+500
| +0.8% | +$49K | 1.8% | 17 |
|
|
2018
Q1 | $5.72M | Sell |
61,352
-5,175
| -8% | -$483K | 1.73% | 19 |
|
|
2017
Q4 | $6.61M | Sell |
66,527
-12,702
| -16% | -$1.26M | 1.8% | 17 |
|
|
2017
Q3 | $7.17M | Sell |
79,229
-4,800
| -6% | -$434K | 2.18% | 17 |
|
|
2017
Q2 | $7.08M | Buy |
84,029
+9,632
| +13% | +$811K | 2.23% | 17 |
|
|
2017
Q1 | $5.89M | Buy |
74,397
+26
| +0% | +$2.06K | 2.01% | 17 |
|
|
2016
Q4 | $5.51M | Sell |
74,371
-3,706
| -5% | -$275K | 1.92% | 18 |
|
|
2016
Q3 | $5M | Buy |
78,077
+100
| +0.1% | +$6.4K | 1.86% | 20 |
|
|
2016
Q2 | $4.74M | Buy |
77,977
+24,115
| +45% | +$1.47M | 1.78% | 20 |
|
|
2016
Q1 | $3.31M | Buy |
53,862
+22,684
| +73% | +$1.39M | 1.42% | 21 |
|
|
2015
Q4 | $2.17M | Sell |
31,178
-14,632
| -32% | -$1.02M | 1.09% | 17 |
|
|
2015
Q3 | $3.4M | Buy |
45,810
+3,477
| +8% | +$258K | 1.76% | 15 |
|
|
2015
Q2 | $3.29M | Buy |
42,333
+18,739
| +79% | +$1.46M | 1.3% | 18 |
|
|
2015
Q1 | $1.84M | Sell |
23,594
-7,071
| -23% | -$552K | 0.75% | 19 |
|
|
2014
Q4 | $2.85M | Buy |
30,665
+8,951
| +41% | +$833K | 1.54% | 14 |
|
|
2014
Q3 | $1.9M | Sell |
21,714
-261
| -1% | -$22.9K | 1.42% | 18 |
|
|
2014
Q2 | $2.09M | Sell |
21,975
-10,124
| -32% | -$961K | 1.81% | 13 |
|
|
2014
Q1 | $2.85M | Buy |
+32,099
| New | +$2.85M | 2.21% | 12 |
|