Greystone Financial 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 | $15M | Sell |
47,164
-444
| -0.9% | -$142K | 2.48% | 10 |
|
|
2025
Q1 | $12.8M | Sell |
47,608
-2,485
| -5% | -$669K | 2.33% | 13 |
|
|
2024
Q4 | $14.9M | Buy |
50,093
+697
| +1% | +$207K | 2.59% | 10 |
|
|
2024
Q3 | $13.4M | Buy |
49,396
+3,611
| +8% | +$979K | 2.39% | 12 |
|
|
2024
Q2 | $10.6M | Buy |
45,785
+2,572
| +6% | +$596K | 2.07% | 13 |
|
|
2024
Q1 | $9.84M | Sell |
43,213
-218
| -0.5% | -$49.6K | 1.96% | 17 |
|
|
2023
Q4 | $8.14M | Buy |
43,431
+36,486
| +525% | +$6.84M | 1.88% | 19 |
|
|
2023
Q3 | $1.04M | Buy |
6,945
+3,013
| +77% | +$450K | 0.26% | 58 |
|
|
2023
Q2 | $685K | Sell |
3,932
-775
| -16% | -$135K | 0.16% | 72 |
|
|
2023
Q1 | $776K | Buy |
4,707
+47
| +1% | +$7.75K | 0.2% | 60 |
|
|
2022
Q4 | $689K | Buy |
+4,660
| New | +$689K | 0.2% | 61 |
|
|
2022
Q1 | – | Sell |
-2,842
| Closed | -$465K | – | 83 |
|
|
2021
Q4 | $465K | Buy |
2,842
+318
| +13% | +$52K | 0.11% | 83 |
|
|
2021
Q3 | $423K | Sell |
2,524
-3,367
| -57% | -$564K | 0.13% | 82 |
|
|
2021
Q2 | $973K | Buy |
5,891
+190
| +3% | +$31.4K | 0.24% | 74 |
|
|
2021
Q1 | $880K | Sell |
5,701
-57,003
| -91% | -$8.8M | 0.22% | 71 |
|
|
2020
Q4 | $8.03M | Buy |
+62,704
| New | +$8.03M | 2.18% | 16 |
|