IHT Wealth Management’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 | $3.31M | Buy |
10,362
+1,081
| +12% | +$345K | 0.09% | 216 |
|
|
2025
Q1 | $2.5M | Buy |
9,281
+3,262
| +54% | +$878K | 0.08% | 241 |
|
|
2024
Q4 | $1.79M | Buy |
6,019
+879
| +17% | +$261K | 0.06% | 300 |
|
|
2024
Q3 | $1.39M | Buy |
5,140
+426
| +9% | +$115K | 0.04% | 404 |
|
|
2024
Q2 | $1.09M | Sell |
4,714
-36
| -0.8% | -$8.34K | 0.04% | 406 |
|
|
2024
Q1 | $1.08M | Sell |
4,750
-643
| -12% | -$146K | 0.04% | 395 |
|
|
2023
Q4 | $1.01M | Buy |
5,393
+60
| +1% | +$11.2K | 0.05% | 384 |
|
|
2023
Q3 | $796K | Buy |
5,333
+73
| +1% | +$10.9K | 0.04% | 407 |
|
|
2023
Q2 | $916K | Sell |
5,260
-915
| -15% | -$159K | 0.05% | 363 |
|
|
2023
Q1 | $1.02M | Sell |
6,175
-5,589
| -48% | -$922K | 0.06% | 305 |
|
|
2022
Q4 | $1.74M | Sell |
11,764
-231
| -2% | -$34.1K | 0.11% | 194 |
|
|
2022
Q3 | $1.62M | Buy |
11,995
+1,709
| +17% | +$231K | 0.12% | 192 |
|
|
2022
Q2 | $1.43M | Buy |
10,286
+224
| +2% | +$31.1K | 0.13% | 173 |
|
|
2022
Q1 | $1.88M | Buy |
10,062
+6,791
| +208% | +$1.27M | 0.14% | 151 |
|
|
2021
Q4 | $535K | Buy |
3,271
+22
| +0.7% | +$3.6K | 0.04% | 415 |
|
|
2021
Q3 | $544K | Sell |
3,249
-433
| -12% | -$72.5K | 0.04% | 402 |
|
|
2021
Q2 | $608K | Sell |
3,682
-170
| -4% | -$28.1K | 0.04% | 460 |
|
|
2021
Q1 | $545K | Buy |
3,852
+248
| +7% | +$35.1K | 0.04% | 425 |
|
|
2020
Q4 | $436K | Sell |
3,604
-220
| -6% | -$26.6K | 0.04% | 454 |
|
|
2020
Q3 | $383K | Buy |
+3,824
| New | +$383K | 0.04% | 411 |
|
|
2020
Q2 | – | Sell |
-3,034
| Closed | -$260K | – | 581 |
|
|
2020
Q1 | $260K | Sell |
3,034
-696
| -19% | -$59.6K | 0.04% | 430 |
|
|
2019
Q4 | $464K | Buy |
3,730
+344
| +10% | +$42.8K | 0.05% | 343 |
|
|
2019
Q3 | $401K | Buy |
3,386
+1,469
| +77% | +$174K | 0.05% | 362 |
|
|
2019
Q2 | $237K | Buy |
+1,917
| New | +$237K | 0.03% | 456 |
|
|
2019
Q1 | – | Sell |
-2,734
| Closed | -$261K | – | 517 |
|
|
2018
Q4 | $261K | Buy |
2,734
+755
| +38% | +$72.1K | 0.05% | 365 |
|
|
2018
Q3 | $211K | Buy |
+1,979
| New | +$211K | 0.05% | 397 |
|
|
2018
Q2 | – | Sell |
-1,123
| Closed | -$102K | – | 488 |
|
|
2018
Q1 | $102K | Buy |
1,123
+101
| +10% | +$9.17K | 0.03% | 472 |
|
|
2017
Q4 | $102K | Buy |
1,022
+318
| +45% | +$31.7K | 0.03% | 486 |
|
|
2017
Q3 | $65K | Sell |
704
-119
| -14% | -$11K | 0.03% | 445 |
|
|
2017
Q2 | $38 | Hold |
823
| – | – | 0.02% | 582 |
|
|
2017
Q1 | $64K | Sell |
823
-177
| -18% | -$13.8K | 0.04% | 370 |
|
|
2016
Q4 | $75K | Buy |
+1,000
| New | +$75K | 0.06% | 311 |
|