Ingalls & Snyder LLC’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 | $3.25M | Buy |
10,193
+1,586
| +18% | +$506K | 0.12% | 121 |
|
2025
Q1 | $2.32M | Hold |
8,607
| – | – | 0.08% | 139 |
|
2024
Q4 | $2.55M | Hold |
8,607
| – | – | 0.1% | 127 |
|
2024
Q3 | $2.33M | Buy |
8,607
+127
| +1% | +$34.4K | 0.09% | 138 |
|
2024
Q2 | $1.96M | Sell |
8,480
-40
| -0.5% | -$9.26K | 0.08% | 142 |
|
2024
Q1 | $1.94M | Sell |
8,520
-60
| -0.7% | -$13.7K | 0.09% | 147 |
|
2023
Q4 | $1.61M | Sell |
8,580
-350
| -4% | -$65.6K | 0.07% | 160 |
|
2023
Q3 | $1.33M | Sell |
8,930
-20
| -0.2% | -$2.98K | 0.06% | 180 |
|
2023
Q2 | $1.56M | Buy |
8,950
+750
| +9% | +$131K | 0.07% | 167 |
|
2023
Q1 | $1.35M | Sell |
8,200
-385
| -4% | -$63.5K | 0.07% | 172 |
|
2022
Q4 | $1.27M | Sell |
8,585
-1,000
| -10% | -$148K | 0.07% | 176 |
|
2022
Q3 | $1.29M | Sell |
9,585
-77
| -0.8% | -$10.4K | 0.07% | 163 |
|
2022
Q2 | $1.34M | Buy |
9,662
+30
| +0.3% | +$4.16K | 0.07% | 167 |
|
2022
Q1 | $1.8M | Hold |
9,632
| – | – | 0.08% | 160 |
|
2021
Q4 | $1.58M | Sell |
9,632
-17
| -0.2% | -$2.78K | 0.07% | 176 |
|
2021
Q3 | $1.62M | Sell |
9,649
-540
| -5% | -$90.4K | 0.07% | 182 |
|
2021
Q2 | $1.68M | Hold |
10,189
| – | – | 0.07% | 181 |
|
2021
Q1 | $1.44M | Sell |
10,189
-25
| -0.2% | -$3.54K | 0.07% | 187 |
|
2020
Q4 | $1.24M | Buy |
+10,214
| New | +$1.24M | 0.06% | 194 |
|
2020
Q3 | – | Sell |
-12,817
| Closed | -$1.22M | – | 369 |
|
2020
Q2 | $1.22M | Sell |
12,817
-133
| -1% | -$12.7K | 0.07% | 174 |
|
2020
Q1 | $1.11M | Buy |
+12,950
| New | +$1.11M | 0.07% | 181 |
|
2019
Q4 | – | Sell |
-12,622
| Closed | -$1.49M | – | 399 |
|
2019
Q3 | $1.49M | Sell |
12,622
-1,979
| -14% | -$234K | 0.07% | 173 |
|
2019
Q2 | $1.8M | Sell |
14,601
-750
| -5% | -$92.6K | 0.09% | 164 |
|
2019
Q1 | $1.68M | Buy |
15,351
+275
| +2% | +$30.1K | 0.08% | 169 |
|
2018
Q4 | $1.44M | Hold |
15,076
| – | – | 0.08% | 174 |
|
2018
Q3 | $1.61M | Sell |
15,076
-6
| -0% | -$639 | 0.07% | 187 |
|
2018
Q2 | $1.48M | Hold |
15,082
| – | – | 0.07% | 174 |
|
2018
Q1 | $1.41M | Sell |
15,082
-20
| -0.1% | -$1.87K | 0.07% | 175 |
|
2017
Q4 | $1.5M | Buy |
+15,102
| New | +$1.5M | 0.07% | 174 |
|
2017
Q2 | – | Sell |
-23,543
| Closed | -$1.86M | – | 370 |
|
2017
Q1 | $1.86M | Buy |
23,543
+104
| +0.4% | +$8.23K | 0.1% | 141 |
|
2016
Q4 | $1.74M | Buy |
23,439
+805
| +4% | +$59.6K | 0.09% | 147 |
|
2016
Q3 | $1.45M | Sell |
22,634
-17
| -0.1% | -$1.09K | 0.08% | 157 |
|
2016
Q2 | $1.38M | Buy |
22,651
+2,363
| +12% | +$144K | 0.08% | 161 |
|
2016
Q1 | $1.25M | Buy |
20,288
+5,054
| +33% | +$310K | 0.08% | 154 |
|
2015
Q4 | $1.06M | Sell |
15,234
-1,700
| -10% | -$118K | 0.07% | 169 |
|
2015
Q3 | $1.26M | Sell |
16,934
-6,951
| -29% | -$515K | 0.08% | 151 |
|
2015
Q2 | $1.86M | Sell |
23,885
-156
| -0.6% | -$12.1K | 0.1% | 133 |
|
2015
Q1 | $1.88M | Buy |
24,041
+16,688
| +227% | +$1.3M | 0.1% | 130 |
|
2014
Q4 | $684K | Buy |
7,353
+171
| +2% | +$15.9K | 0.04% | 210 |
|
2014
Q3 | $628K | Buy |
7,182
+397
| +6% | +$34.7K | 0.03% | 215 |
|
2014
Q2 | $643K | Buy |
6,785
+36
| +0.5% | +$3.41K | 0.03% | 222 |
|
2014
Q1 | $607K | Buy |
6,749
+35
| +0.5% | +$3.15K | 0.03% | 221 |
|
2013
Q4 | $609K | Sell |
6,714
-915
| -12% | -$83K | 0.03% | 213 |
|
2013
Q3 | $576K | Hold |
7,629
| – | – | 0.03% | 220 |
|
2013
Q2 | $570K | Buy |
+7,629
| New | +$570K | 0.04% | 213 |
|