IFG Advisory’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 | $2.62M | Buy |
8,200
+86
| +1% | +$27.4K | 0.13% | 189 |
|
|
2025
Q1 | $2.18M | Sell |
8,114
-321
| -4% | -$86.4K | 0.12% | 204 |
|
|
2024
Q4 | $2.5M | Sell |
8,435
-130
| -2% | -$38.6K | 0.14% | 172 |
|
|
2024
Q3 | $2.32M | Sell |
8,565
-51
| -0.6% | -$13.8K | 0.15% | 181 |
|
|
2024
Q2 | $2M | Buy |
+8,616
| New | +$2M | 0.13% | 189 |
|
|
2024
Q1 | – | Sell |
-9,423
| Closed | -$1.77M | – | 381 |
|
|
2023
Q4 | $1.77M | Sell |
9,423
-1,517
| -14% | -$284K | 0.13% | 184 |
|
|
2023
Q3 | $1.63M | Sell |
10,940
-379
| -3% | -$56.5K | 0.14% | 183 |
|
|
2023
Q2 | $1.97M | Sell |
11,319
-402
| -3% | -$70K | 0.17% | 170 |
|
|
2023
Q1 | $1.93M | Sell |
11,721
-257
| -2% | -$42.4K | 0.18% | 139 |
|
|
2022
Q4 | $1.77M | Sell |
11,978
-4,711
| -28% | -$696K | 0.18% | 135 |
|
|
2022
Q3 | $2.25M | Buy |
16,689
+4,513
| +37% | +$609K | 0.2% | 111 |
|
|
2022
Q2 | $1.69M | Sell |
12,176
-412
| -3% | -$57.1K | 0.18% | 129 |
|
|
2022
Q1 | $2.35M | Buy |
12,588
+36
| +0.3% | +$6.73K | 0.24% | 104 |
|
|
2021
Q4 | $2.05M | Buy |
12,552
+679
| +6% | +$111K | 0.2% | 121 |
|
|
2021
Q3 | $1.99M | Sell |
11,873
-365
| -3% | -$61.1K | 0.21% | 122 |
|
|
2021
Q2 | $2.02M | Sell |
12,238
-3,599
| -23% | -$595K | 0.22% | 113 |
|
|
2021
Q1 | $2.24M | Sell |
15,837
-226
| -1% | -$32K | 0.28% | 83 |
|
|
2020
Q4 | $1.94M | Buy |
16,063
+70
| +0.4% | +$8.46K | 0.27% | 87 |
|
|
2020
Q3 | $1.6M | Buy |
15,993
+639
| +4% | +$64K | 0.26% | 93 |
|
|
2020
Q2 | $1.46M | Buy |
15,354
+741
| +5% | +$70.5K | 0.26% | 92 |
|
|
2020
Q1 | $1.25M | Sell |
14,613
-162
| -1% | -$13.9K | 0.28% | 88 |
|
|
2019
Q4 | $1.84M | Sell |
14,775
-231
| -2% | -$28.8K | 0.34% | 84 |
|
|
2019
Q3 | $1.77M | Sell |
15,006
-596
| -4% | -$70.5K | 0.34% | 85 |
|
|
2019
Q2 | $1.93M | Sell |
15,602
-418
| -3% | -$51.6K | 0.34% | 66 |
|
|
2019
Q1 | $1.75M | Buy |
16,020
+1,821
| +13% | +$199K | 0.34% | 64 |
|
|
2018
Q4 | $1.35M | Buy |
14,199
+108
| +0.8% | +$10.3K | 0.32% | 77 |
|
|
2018
Q3 | $1.5M | Buy |
14,091
+620
| +5% | +$66K | 0.28% | 85 |
|
|
2018
Q2 | $1.32M | Buy |
13,471
+74
| +0.6% | +$7.25K | 0.27% | 86 |
|
|
2018
Q1 | $1.25M | Sell |
13,397
-1,550
| -10% | -$145K | 0.28% | 82 |
|
|
2017
Q4 | $1.48M | Buy |
+14,947
| New | +$1.48M | 0.33% | 73 |
|