Guardian Capital’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 | $3.06M | Buy |
9,588
+400
| +4% | +$128K | 0.11% | 99 |
|
|
2025
Q1 | $2.47M | Hold |
9,188
| – | – | 0.1% | 103 |
|
|
2024
Q4 | $2.73M | Sell |
9,188
-1,200
| -12% | -$356K | 0.1% | 98 |
|
|
2024
Q3 | $2.82M | Hold |
10,388
| – | – | 0.1% | 91 |
|
|
2024
Q2 | $2.41M | Hold |
10,388
| – | – | 0.09% | 94 |
|
|
2024
Q1 | $2.37M | Hold |
10,388
| – | – | 0.08% | 97 |
|
|
2023
Q4 | $1.95M | Hold |
10,388
| – | – | 0.07% | 101 |
|
|
2023
Q3 | $1.55M | Hold |
10,388
| – | – | 0.06% | 106 |
|
|
2023
Q2 | $1.81M | Hold |
10,388
| – | – | 0.06% | 107 |
|
|
2023
Q1 | $1.71M | Sell |
10,388
-900
| -8% | -$148K | 0.05% | 106 |
|
|
2022
Q4 | $1.67M | Buy |
11,288
+1,000
| +10% | +$148K | 0.05% | 108 |
|
|
2022
Q3 | $1.39M | Sell |
10,288
-3,280
| -24% | -$443K | 0.05% | 112 |
|
|
2022
Q2 | $1.88M | Buy |
13,568
+1,200
| +10% | +$166K | 0.06% | 106 |
|
|
2022
Q1 | $2.31M | Buy |
12,368
+3,750
| +44% | +$701K | 0.05% | 107 |
|
|
2021
Q4 | $1.41M | Sell |
8,618
-2,500
| -22% | -$409K | 0.03% | 125 |
|
|
2021
Q3 | $1.86M | Sell |
11,118
-400
| -3% | -$67K | 0.04% | 118 |
|
|
2021
Q2 | $1.9M | Sell |
11,518
-2,800
| -20% | -$463K | 0.04% | 116 |
|
|
2021
Q1 | $2.03M | Sell |
14,318
-900
| -6% | -$127K | 0.03% | 109 |
|
|
2020
Q4 | $1.84M | Hold |
15,218
| – | – | 0.04% | 98 |
|
|
2020
Q3 | $1.53M | Hold |
15,218
| – | – | 0.04% | 98 |
|
|
2020
Q2 | $1.45M | Buy |
15,218
+5,100
| +50% | +$486K | 0.04% | 93 |
|
|
2020
Q1 | $866K | Sell |
10,118
-3,500
| -26% | -$300K | 0.03% | 104 |
|
|
2019
Q4 | $1.7M | Hold |
13,618
| – | – | 0.04% | 87 |
|
|
2019
Q3 | $1.61M | Sell |
13,618
-400
| -3% | -$47.3K | 0.03% | 93 |
|
|
2019
Q2 | $1.73M | Sell |
14,018
-308
| -2% | -$38K | 0.03% | 93 |
|
|
2019
Q1 | $1.57M | Buy |
14,326
+53
| +0.4% | +$5.79K | 0.03% | 99 |
|
|
2018
Q4 | $1.36M | Buy |
14,273
+512
| +4% | +$48.8K | 0.03% | 96 |
|
|
2018
Q3 | $1.47M | Sell |
13,761
-119
| -0.9% | -$12.7K | 0.02% | 107 |
|
|
2018
Q2 | $1.36M | Sell |
13,880
-4,430
| -24% | -$434K | 0.02% | 115 |
|
|
2018
Q1 | $1.71M | Buy |
18,310
+641
| +4% | +$59.8K | 0.03% | 116 |
|
|
2017
Q4 | $1.76M | Buy |
17,669
+50
| +0.3% | +$4.97K | 0.03% | 111 |
|
|
2017
Q3 | $1.59M | Buy |
17,619
+886
| +5% | +$80.2K | 0.02% | 129 |
|
|
2017
Q2 | $1.41M | Buy |
16,733
+1,097
| +7% | +$92.4K | 0.02% | 140 |
|
|
2017
Q1 | $1.24M | Buy |
15,636
+5,738
| +58% | +$454K | 0.02% | 138 |
|
|
2016
Q4 | $733K | Buy |
9,898
+3,326
| +51% | +$246K | 0.01% | 147 |
|
|
2016
Q3 | $421K | Buy |
+6,572
| New | +$421K | 0.01% | 151 |
|
|
2013
Q4 | – | Sell |
-2,930
| Closed | -$221K | – | 186 |
|
|
2013
Q3 | $221K | Buy |
2,930
+130
| +5% | +$9.81K | ﹤0.01% | 176 |
|
|
2013
Q2 | $209K | Buy |
+2,800
| New | +$209K | ﹤0.01% | 163 |
|