Horizon Investments’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 | $5.88M | Buy |
18,490
+8,523
| +86% | +$2.71M | 0.09% | 175 |
|
|
2025
Q1 | $2.67M | Buy |
9,967
+280
| +3% | +$75.1K | 0.08% | 163 |
|
|
2024
Q4 | $2.87M | Buy |
9,687
+188
| +2% | +$55.7K | 0.08% | 145 |
|
|
2024
Q3 | $2.57M | Sell |
9,499
-1,105
| -10% | -$299K | 0.07% | 142 |
|
|
2024
Q2 | $2.45M | Buy |
10,604
+154
| +1% | +$35.6K | 0.07% | 137 |
|
|
2024
Q1 | $2.37M | Buy |
10,450
+506
| +5% | +$115K | 0.06% | 145 |
|
|
2023
Q4 | $1.86M | Sell |
9,944
-591
| -6% | -$110K | 0.05% | 154 |
|
|
2023
Q3 | $1.57M | Sell |
10,535
-118
| -1% | -$17.5K | 0.05% | 136 |
|
|
2023
Q2 | $1.85M | Sell |
10,653
-2,404
| -18% | -$417K | 0.05% | 129 |
|
|
2023
Q1 | $2.15M | Sell |
13,057
-7,310
| -36% | -$1.2M | 0.06% | 114 |
|
|
2022
Q4 | $3M | Sell |
20,367
-156
| -0.8% | -$23K | 0.08% | 105 |
|
|
2022
Q3 | $2.76M | Sell |
20,523
-1,748
| -8% | -$235K | 0.08% | 91 |
|
|
2022
Q2 | $3.09M | Buy |
+22,271
| New | +$3.09M | 0.1% | 79 |
|
|
2021
Q4 | – | Sell |
-41,699
| Closed | -$6.97M | – | 478 |
|
|
2021
Q3 | $6.97M | Buy |
+41,699
| New | +$6.97M | 0.18% | 58 |
|
|
2020
Q4 | – | Sell |
-2,834
| Closed | -$283K | – | 111 |
|
|
2020
Q3 | $283K | Buy |
+2,834
| New | +$283K | 0.01% | 349 |
|
|
2019
Q3 | – | Sell |
-2,916
| Closed | -$360K | – | 418 |
|
|
2019
Q2 | $360K | Sell |
2,916
-328
| -10% | -$40.5K | 0.01% | 312 |
|
|
2019
Q1 | $353K | Buy |
+3,244
| New | +$353K | 0.01% | 231 |
|
|
2018
Q1 | – | Sell |
-17,698
| Closed | -$1.37M | – | 198 |
|
|
2017
Q4 | $1.37M | Buy |
+17,698
| New | +$1.37M | 0.09% | 75 |
|