Independent Advisor Alliance’s American Express AXP Stock Holding History

Independent Advisor Alliance’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.2M	Sell	35,003 -5,169	-13%	-$1.65M	0.32%	52
2025 Q1	$10.8M	Sell	40,172 -151	-0.4%	-$40.6K	0.36%	45
2024 Q4	$12M	Buy	40,323 +2,003	+5%	+$594K	0.16%	142
2024 Q3	$10.4M	Sell	38,320 -1,050	-3%	-$285K	0.38%	47
2024 Q2	$9.12M	Buy	39,370 +4,649	+13%	+$1.08M	0.31%	58
2024 Q1	$7.91M	Buy	34,721 +187	+0.5%	+$42.6K	0.29%	67
2023 Q4	$6.47M	Buy	34,534 +726	+2%	+$136K	0.23%	81
2023 Q3	$5.04M	Buy	33,808 +803	+2%	+$120K	0.23%	82
2023 Q2	$5.75M	Buy	33,005 +2,135	+7%	+$372K	0.25%	75
2023 Q1	$5.09M	Buy	30,870 +898	+3%	+$148K	0.25%	83
2022 Q4	$296K	Buy	29,972 +3,819	+15%	+$37.8K	0.1%	115
2022 Q3	$3.53M	Buy	26,153 +728	+3%	+$98.2K	0.21%	99
2022 Q2	$3.52M	Sell	25,425 -3,249	-11%	-$450K	0.2%	105
2022 Q1	$5.36M	Buy	28,674 +4,947	+21%	+$925K	0.26%	81
2021 Q4	$3.88M	Buy	23,727 +1,203	+5%	+$197K	0.19%	101
2021 Q3	$3.77M	Buy	22,524 +3,700	+20%	+$620K	0.21%	100
2021 Q2	$3.11M	Buy	18,824 +253	+1%	+$41.8K	0.17%	125
2021 Q1	$2.63M	Buy	18,571 +497	+3%	+$70.3K	0.16%	126
2020 Q4	$2.19M	Buy	18,074 +1,255	+7%	+$152K	0.15%	128
2020 Q3	$1.69M	Buy	16,819 +4,960	+42%	+$497K	0.13%	131
2020 Q2	$1.13M	Buy	11,859 +4,424	+60%	+$421K	0.12%	134
2020 Q1	$637K	Sell	7,435 -24,218	-77%	-$2.07M	0.09%	184
2019 Q4	$3.94M	Buy	31,653 +25,385	+405%	+$3.16M	0.17%	131
2019 Q3	$741K	Sell	6,268 -22	-0.3%	-$2.6K	0.09%	192
2019 Q2	$776K	Buy	6,290 +397	+7%	+$49K	0.11%	173
2019 Q1	$644K	Buy	5,893 +167	+3%	+$18.3K	0.09%	194
2018 Q4	$546K	Buy	5,726 +384	+7%	+$36.6K	0.1%	184
2018 Q3	$564K	Buy	5,342 +341	+7%	+$36K	0.1%	173
2018 Q2	$488K	Sell	5,001 -85	-2%	-$8.29K	0.1%	183
2018 Q1	$463K	Sell	5,086 -1,129	-18%	-$103K	0.1%	200
2017 Q4	$622K	Buy	6,215 +72	+1%	+$7.21K	0.14%	161
2017 Q3	$563K	Buy	+6,143	New	+$563K	0.15%	147