Guardian Capital Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.21M | Sell |
30,577
-245
| -0.8% | -$65.8K | 0.81% | 45 |
|
|
2024
Q2 | $7.36M | Sell |
30,822
-2,279
| -7% | -$545K | 0.78% | 45 |
|
|
2024
Q1 | $7.21M | Sell |
33,101
-1,064
| -3% | -$232K | 0.78% | 43 |
|
|
2023
Q4 | $6.46M | Buy |
34,165
+225
| +0.7% | +$42.6K | 0.67% | 47 |
|
|
2023
Q3 | $5.14M | Sell |
33,940
-190
| -0.6% | -$28.8K | 0.58% | 55 |
|
|
2023
Q2 | $5.95M | Sell |
34,130
-103
| -0.3% | -$18K | 0.68% | 48 |
|
|
2023
Q1 | $5.45M | Buy |
34,233
+9
| +0% | +$1.43K | 0.63% | 48 |
|
|
2022
Q4 | $5.3M | Buy |
34,224
+50
| +0.1% | +$7.75K | 0.6% | 50 |
|
|
2022
Q3 | $4.67M | Buy |
34,174
+220
| +0.6% | +$30.1K | 0.58% | 49 |
|
|
2022
Q2 | $4.63M | Buy |
33,954
+690
| +2% | +$94.2K | 0.53% | 53 |
|
|
2022
Q1 | $5.84M | Buy |
33,264
+1,008
| +3% | +$177K | 0.57% | 50 |
|
|
2021
Q4 | $5.63M | Buy |
32,256
+915
| +3% | +$160K | 0.54% | 54 |
|
|
2021
Q3 | $5.41M | Buy |
31,341
+260
| +0.8% | +$44.9K | 0.56% | 53 |
|
|
2021
Q2 | $5.24M | Buy |
31,081
+836
| +3% | +$141K | 0.54% | 53 |
|
|
2021
Q1 | $4.46M | Buy |
30,245
+550
| +2% | +$81.1K | 0.51% | 54 |
|
|
2020
Q4 | $3.52M | Buy |
29,695
+849
| +3% | +$101K | 0.48% | 57 |
|
|
2020
Q3 | $3.02M | Sell |
28,846
-2,234
| -7% | -$234K | 0.46% | 58 |
|
|
2020
Q2 | $2.14M | Buy |
31,080
+1,585
| +5% | +$109K | 0.41% | 64 |
|
|
2020
Q1 | $1.61M | Buy |
29,495
+120
| +0.4% | +$6.56K | 0.39% | 61 |
|
|
2019
Q4 | $3.78M | Buy |
29,375
+963
| +3% | +$124K | 0.47% | 57 |
|
|
2019
Q3 | $3.21M | Buy |
28,412
+1,045
| +4% | +$118K | 0.43% | 58 |
|
|
2019
Q2 | $3.44M | Buy |
27,367
+585
| +2% | +$73.6K | 0.45% | 58 |
|
|
2019
Q1 | $3.04M | Buy |
26,782
+2,088
| +8% | +$237K | 0.41% | 59 |
|
|
2018
Q4 | $2.43M | Buy |
24,694
+589
| +2% | +$58K | 0.36% | 64 |
|
|
2018
Q3 | $2.57M | Sell |
24,105
-70
| -0.3% | -$7.47K | 0.35% | 69 |
|
|
2018
Q2 | $2.43M | Buy |
24,175
+520
| +2% | +$52.4K | 0.33% | 71 |
|
|
2018
Q1 | $2.2M | Buy |
23,655
+781
| +3% | +$72.7K | 0.31% | 78 |
|
|
2017
Q4 | $2.24M | Buy |
22,874
+465
| +2% | +$45.6K | 0.29% | 78 |
|
|
2017
Q3 | $2.06M | Buy |
22,409
+475
| +2% | +$43.8K | 0.28% | 78 |
|
|
2017
Q2 | $1.87M | Buy |
21,934
+2,055
| +10% | +$175K | 0.27% | 82 |
|
|
2017
Q1 | $1.55M | Buy |
19,879
+2,459
| +14% | +$192K | 0.22% | 85 |
|
|
2016
Q4 | $1.31M | Buy |
17,420
+2,895
| +20% | +$218K | 0.19% | 88 |
|
|
2016
Q3 | $902K | Buy |
14,525
+1,502
| +12% | +$93.3K | 0.16% | 99 |
|
|
2016
Q2 | $771K | Buy |
13,023
+605
| +5% | +$35.8K | 0.14% | 103 |
|
|
2016
Q1 | $768K | Buy |
12,418
+70
| +0.6% | +$4.33K | 0.14% | 104 |
|
|
2015
Q4 | $809K | Sell |
12,348
-320
| -3% | -$21K | 0.17% | 95 |
|
|
2015
Q3 | $957K | Buy |
12,668
+1,278
| +11% | +$96.5K | 0.2% | 91 |
|
|
2015
Q2 | $919K | Buy |
11,390
+835
| +8% | +$67.4K | 0.17% | 95 |
|
|
2015
Q1 | $1.05M | Buy |
10,555
+870
| +9% | +$86.3K | 0.16% | 101 |
|
|
2014
Q4 | $1.01M | Buy |
9,685
+1,100
| +13% | +$114K | 0.16% | 100 |
|
|
2014
Q3 | $842K | Buy |
8,585
+290
| +3% | +$28.4K | 0.14% | 108 |
|
|
2014
Q2 | $791K | Sell |
8,295
-5,285
| -39% | -$504K | 0.14% | 107 |
|
|
2014
Q1 | $1.23M | Buy |
13,580
+295
| +2% | +$26.8K | 0.24% | 90 |
|
|
2013
Q4 | $1.21M | Buy |
13,285
+425
| +3% | +$38.5K | 0.24% | 92 |
|
|
2013
Q3 | $963K | Buy |
+12,860
| New | +$963K | 0.21% | 98 |
|