IMA Advisory Services’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 | $207K | Buy |
648
+4
| +0.6% | +$1.28K | 0.02% | 168 |
|
|
2025
Q1 | $173K | Buy |
+644
| New | +$173K | 0.02% | 175 |
|
|
2024
Q4 | – | Sell |
-644
| Closed | -$175K | – | 176 |
|
|
2024
Q3 | $175K | Buy |
+644
| New | +$175K | 0.04% | 141 |
|
|
2016
Q1 | – | Sell |
-3,600
| Closed | -$223K | – | 107 |
|
|
2015
Q4 | $223K | Hold |
3,600
| – | – | 0.14% | 108 |
|
|
2015
Q3 | $238K | Sell |
3,600
-200
| -5% | -$13.2K | 0.15% | 104 |
|
|
2015
Q2 | $295K | Hold |
3,800
| – | – | 0.14% | 119 |
|
|
2015
Q1 | $297K | Hold |
3,800
| – | – | 0.14% | 124 |
|
|
2014
Q4 | $354K | Hold |
3,800
| – | – | 0.18% | 106 |
|
|
2014
Q3 | $333K | Hold |
3,800
| – | – | 0.16% | 131 |
|
|
2014
Q2 | $361K | Hold |
3,800
| – | – | 0.17% | 129 |
|
|
2014
Q1 | $342K | Sell |
3,800
-110
| -3% | -$9.9K | 0.16% | 123 |
|
|
2013
Q4 | $355K | Hold |
3,910
| – | – | 0.17% | 123 |
|
|
2013
Q3 | $295K | Hold |
3,910
| – | – | 0.14% | 128 |
|
|
2013
Q2 | $292K | Buy |
+3,910
| New | +$292K | 0.16% | 132 |
|