Greenwood Gearhart’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 | $1.62M | Sell |
5,094
-545
| -10% | -$174K | 0.1% | 52 |
|
|
2025
Q1 | $1.52M | Sell |
5,639
-360
| -6% | -$96.9K | 0.11% | 55 |
|
|
2024
Q4 | $1.78M | Sell |
5,999
-489
| -8% | -$145K | 0.12% | 55 |
|
|
2024
Q3 | $1.76M | Sell |
6,488
-25
| -0.4% | -$6.78K | 0.15% | 50 |
|
|
2024
Q2 | $1.51M | Sell |
6,513
-110
| -2% | -$25.5K | 0.14% | 50 |
|
|
2024
Q1 | $1.51M | Sell |
6,623
-370
| -5% | -$84.2K | 0.15% | 52 |
|
|
2023
Q4 | $1.31M | Sell |
6,993
-965
| -12% | -$181K | 0.14% | 53 |
|
|
2023
Q3 | $1.19M | Hold |
7,958
| – | – | 0.14% | 57 |
|
|
2023
Q2 | $1.39M | Sell |
7,958
-65
| -0.8% | -$11.3K | 0.16% | 56 |
|
|
2023
Q1 | $1.32M | Sell |
8,023
-732
| -8% | -$121K | 0.17% | 55 |
|
|
2022
Q4 | $1.29M | Sell |
8,755
-20
| -0.2% | -$2.96K | 0.18% | 59 |
|
|
2022
Q3 | $1.18M | Sell |
8,775
-125
| -1% | -$16.9K | 0.19% | 56 |
|
|
2022
Q2 | $1.23M | Sell |
8,900
-161
| -2% | -$22.3K | 0.2% | 54 |
|
|
2022
Q1 | $1.69M | Sell |
9,061
-155
| -2% | -$29K | 0.23% | 53 |
|
|
2021
Q4 | $1.51M | Sell |
9,216
-276
| -3% | -$45.2K | 0.21% | 55 |
|
|
2021
Q3 | $1.59M | Sell |
9,492
-811
| -8% | -$136K | 0.25% | 52 |
|
|
2021
Q2 | $1.7M | Sell |
10,303
-315
| -3% | -$52K | 0.27% | 51 |
|
|
2021
Q1 | $1.5M | Sell |
10,618
-1,685
| -14% | -$238K | 0.27% | 51 |
|
|
2020
Q4 | $1.49M | Sell |
12,303
-782
| -6% | -$94.6K | 0.29% | 51 |
|
|
2020
Q3 | $1.31M | Sell |
13,085
-696
| -5% | -$69.8K | 0.3% | 53 |
|
|
2020
Q2 | $1.31M | Sell |
13,781
-1,463
| -10% | -$139K | 0.35% | 52 |
|
|
2020
Q1 | $1.31M | Sell |
15,244
-40
| -0.3% | -$3.42K | 0.43% | 55 |
|
|
2019
Q4 | $1.9M | Sell |
15,284
-100
| -0.7% | -$12.5K | 0.49% | 52 |
|
|
2019
Q3 | $1.82M | Sell |
15,384
-380
| -2% | -$45K | 0.5% | 51 |
|
|
2019
Q2 | $1.95M | Sell |
15,764
-992
| -6% | -$122K | 0.52% | 53 |
|
|
2019
Q1 | $1.83M | Sell |
16,756
-400
| -2% | -$43.7K | 0.54% | 53 |
|
|
2018
Q4 | $1.64M | Hold |
17,156
| – | – | 0.54% | 52 |
|
|
2018
Q3 | $1.83M | Sell |
17,156
-307
| -2% | -$32.7K | 0.51% | 52 |
|
|
2018
Q2 | $1.71M | Sell |
17,463
-345
| -2% | -$33.8K | 0.51% | 51 |
|
|
2018
Q1 | $1.66M | Sell |
17,808
-250
| -1% | -$23.3K | 0.51% | 51 |
|
|
2017
Q4 | $1.79M | Sell |
18,058
-50
| -0.3% | -$4.97K | 0.57% | 49 |
|
|
2017
Q3 | $1.64M | Buy |
18,108
+325
| +2% | +$29.4K | 0.59% | 50 |
|
|
2017
Q2 | $1.5M | Sell |
17,783
-45,413
| -72% | -$3.83M | 0.57% | 48 |
|
|
2017
Q1 | $5M | Buy |
63,196
+1,835
| +3% | +$145K | 1.88% | 32 |
|
|
2016
Q4 | $4.55M | Sell |
61,361
-602
| -1% | -$44.6K | 1.85% | 31 |
|
|
2016
Q3 | $3.97M | Sell |
61,963
-1,830
| -3% | -$117K | 1.63% | 39 |
|
|
2016
Q2 | $3.88M | Buy |
63,793
+235
| +0.4% | +$14.3K | 1.64% | 41 |
|
|
2016
Q1 | $3.9M | Buy |
63,558
+5,646
| +10% | +$347K | 1.68% | 42 |
|
|
2015
Q4 | $4.03M | Sell |
57,912
-343
| -0.6% | -$23.9K | 1.8% | 32 |
|
|
2015
Q3 | $4.32M | Buy |
58,255
+380
| +0.7% | +$28.2K | 2.06% | 24 |
|
|
2015
Q2 | $4.5M | Sell |
57,875
-830
| -1% | -$64.5K | 2.01% | 29 |
|
|
2015
Q1 | $4.59M | Sell |
58,705
-590
| -1% | -$46.1K | 1.99% | 29 |
|
|
2014
Q4 | $5.52M | Buy |
59,295
+1,035
| +2% | +$96.3K | 2.47% | 13 |
|
|
2014
Q3 | $5.1M | Sell |
58,260
-33
| -0.1% | -$2.89K | 2.34% | 15 |
|
|
2014
Q2 | $5.53M | Buy |
58,293
+90
| +0.2% | +$8.54K | 2.69% | 10 |
|
|
2014
Q1 | $5.24M | Buy |
58,203
+51
| +0.1% | +$4.59K | 2.6% | 7 |
|
|
2013
Q4 | $5.28M | Buy |
58,152
+60
| +0.1% | +$5.44K | 2.75% | 8 |
|
|
2013
Q3 | $4.39M | Sell |
58,092
-75
| -0.1% | -$5.66K | 2.55% | 9 |
|
|
2013
Q2 | $4.35M | Buy |
+58,167
| New | +$4.35M | 2.67% | 8 |
|