IEQ 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 | $3.01M | Sell |
9,429
-14,333
| -60% | -$4.57M | 0.02% | 556 |
|
|
2025
Q1 | $6.39M | Sell |
23,762
-2,892
| -11% | -$778K | 0.05% | 284 |
|
|
2024
Q4 | $7.91M | Sell |
26,654
-5,230
| -16% | -$1.55M | 0.08% | 174 |
|
|
2024
Q3 | $8.65M | Buy |
31,884
+3,955
| +14% | +$1.07M | 0.11% | 136 |
|
|
2024
Q2 | $6.47M | Buy |
27,929
+3,273
| +13% | +$758K | 0.09% | 148 |
|
|
2024
Q1 | $5.61M | Buy |
24,656
+1,626
| +7% | +$370K | 0.08% | 158 |
|
|
2023
Q4 | $4.31M | Buy |
23,030
+2,319
| +11% | +$434K | 0.07% | 179 |
|
|
2023
Q3 | $3.09M | Buy |
20,711
+465
| +2% | +$69.4K | 0.06% | 192 |
|
|
2023
Q2 | $3.53M | Buy |
20,246
+1,539
| +8% | +$268K | 0.07% | 183 |
|
|
2023
Q1 | $3.09M | Buy |
18,707
+168
| +0.9% | +$27.7K | 0.07% | 185 |
|
|
2022
Q4 | $2.74M | Buy |
18,539
+1,174
| +7% | +$173K | 0.08% | 188 |
|
|
2022
Q3 | $2.34M | Buy |
17,365
+7,307
| +73% | +$986K | 0.06% | 202 |
|
|
2022
Q2 | $1.39M | Sell |
10,058
-4,433
| -31% | -$614K | 0.04% | 255 |
|
|
2022
Q1 | $2.71M | Sell |
14,491
-436
| -3% | -$81.5K | 0.06% | 173 |
|
|
2021
Q4 | $2.44M | Buy |
14,927
+4,454
| +43% | +$729K | 0.06% | 173 |
|
|
2021
Q3 | $1.75M | Buy |
10,473
+1,913
| +22% | +$320K | 0.05% | 207 |
|
|
2021
Q2 | $1.41M | Buy |
8,560
+2,233
| +35% | +$369K | 0.04% | 208 |
|
|
2021
Q1 | $895K | Buy |
+6,327
| New | +$895K | 0.04% | 216 |
|
|
2020
Q4 | – | Sell |
-5,018
| Closed | -$504K | – | 233 |
|
|
2020
Q3 | $504K | Buy |
5,018
+2,619
| +109% | +$263K | 0.03% | 235 |
|
|
2020
Q2 | $228K | Sell |
2,399
-6,471
| -73% | -$615K | 0.01% | 270 |
|
|
2020
Q1 | $759K | Buy |
8,870
+2,707
| +44% | +$232K | 0.06% | 167 |
|
|
2019
Q4 | $768K | Buy |
+6,163
| New | +$768K | 0.07% | 173 |
|