IFP Advisors’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 | $3.08M | Sell |
9,120
-1,640
| -15% | -$555K | 0.09% | 251 |
|
|
2025
Q1 | $2.89M | Buy |
10,760
+5,924
| +122% | +$1.59M | 0.09% | 264 |
|
|
2024
Q4 | $1.44M | Sell |
4,836
-3,156
| -39% | -$937K | 0.05% | 433 |
|
|
2024
Q3 | $2.17M | Buy |
7,992
+165
| +2% | +$44.7K | 0.08% | 280 |
|
|
2024
Q2 | $1.81M | Buy |
7,827
+4,540
| +138% | +$1.05M | 0.07% | 289 |
|
|
2024
Q1 | $748K | Buy |
3,287
+156
| +5% | +$35.5K | 0.03% | 489 |
|
|
2023
Q4 | $587K | Sell |
3,131
-1,412
| -31% | -$265K | 0.03% | 534 |
|
|
2023
Q3 | $678K | Sell |
4,543
-534
| -11% | -$79.7K | 0.03% | 494 |
|
|
2023
Q2 | $884K | Sell |
5,077
-233
| -4% | -$40.6K | 0.04% | 465 |
|
|
2023
Q1 | $450K | Sell |
5,310
-4,226
| -44% | -$358K | 0.02% | 641 |
|
|
2022
Q4 | $842K | Sell |
9,536
-1,298
| -12% | -$115K | 0.02% | 682 |
|
|
2022
Q3 | $956K | Buy |
10,834
+1,201
| +12% | +$106K | 0.02% | 650 |
|
|
2022
Q2 | $851K | Hold |
9,633
| – | – | 0.03% | 626 |
|
|
2022
Q1 | $851K | Buy |
9,633
+4,519
| +88% | +$399K | 0.03% | 626 |
|
|
2021
Q4 | $835K | Buy |
5,114
+168
| +3% | +$27.4K | 0.02% | 446 |
|
|
2021
Q3 | $833K | Buy |
4,946
+557
| +13% | +$93.8K | 0.02% | 425 |
|
|
2021
Q2 | $727K | Buy |
4,389
+343
| +8% | +$56.8K | 0.02% | 449 |
|
|
2021
Q1 | $571K | Buy |
4,046
+237
| +6% | +$33.4K | 0.01% | 477 |
|
|
2020
Q4 | $460K | Buy |
3,809
+106
| +3% | +$12.8K | 0.02% | 534 |
|
|
2020
Q3 | $376K | Sell |
3,703
-84
| -2% | -$8.53K | 0.02% | 508 |
|
|
2020
Q2 | $355K | Buy |
3,787
+261
| +7% | +$24.5K | 0.03% | 498 |
|
|
2020
Q1 | $327K | Buy |
3,526
+420
| +14% | +$39K | 0.03% | 435 |
|
|
2019
Q4 | $392K | Buy |
3,106
+557
| +22% | +$70.3K | 0.03% | 476 |
|
|
2019
Q3 | $302K | Buy |
+2,549
| New | +$302K | 0.02% | 629 |
|
|
2019
Q1 | $235K | Sell |
2,148
-2,850
| -57% | -$312K | 0.03% | 431 |
|
|
2018
Q4 | $472K | Sell |
4,998
-917
| -16% | -$86.6K | 0.03% | 576 |
|
|
2018
Q3 | $630K | Sell |
5,915
-1,361
| -19% | -$145K | 0.03% | 590 |
|
|
2018
Q2 | $713K | Sell |
7,276
-1,021
| -12% | -$100K | 0.03% | 531 |
|
|
2018
Q1 | $824K | Hold |
8,297
| – | – | 0.04% | 453 |
|
|
2017
Q4 | $824K | Sell |
8,297
-1,648
| -17% | -$164K | 0.04% | 453 |
|
|
2017
Q3 | $900K | Sell |
9,945
-715
| -7% | -$64.7K | 0.04% | 468 |
|
|
2017
Q2 | $898K | Sell |
10,660
-1,801
| -14% | -$152K | 0.04% | 463 |
|
|
2017
Q1 | $986K | Sell |
12,461
-1,425
| -10% | -$113K | 0.04% | 432 |
|
|
2016
Q4 | $1.03M | Buy |
13,886
+1,541
| +12% | +$114K | 0.05% | 369 |
|
|
2016
Q3 | $791K | Sell |
12,345
-327
| -3% | -$21K | 0.04% | 420 |
|
|
2016
Q2 | $770K | Buy |
12,672
+10,524
| +490% | +$639K | 0.04% | 416 |
|
|
2016
Q1 | $235K | Sell |
2,148
-11,501
| -84% | -$1.26M | 0.03% | 431 |
|
|
2015
Q4 | $949K | Buy |
+13,649
| New | +$949K | 0.06% | 323 |
|