IFWM
Institute for Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
9,788
+189
| +2% | +$60.3K | 0.35% | 54 |
|
|
2025
Q1 | $2.58M | Buy |
9,599
+268
| +3% | +$72.1K | 0.33% | 64 |
|
|
2024
Q4 | $2.77M | Sell |
9,331
-52
| -0.6% | -$15.4K | 0.35% | 62 |
|
|
2024
Q3 | $2.54M | Sell |
9,383
-18
| -0.2% | -$4.88K | 0.32% | 64 |
|
|
2024
Q2 | $2.18M | Sell |
9,401
-28
| -0.3% | -$6.48K | 0.29% | 72 |
|
|
2024
Q1 | $2.15M | Sell |
9,429
-46
| -0.5% | -$10.5K | 0.28% | 74 |
|
|
2023
Q4 | $1.77M | Hold |
9,475
| – | – | 0.29% | 82 |
|
|
2023
Q3 | $1.41M | Sell |
9,475
-230
| -2% | -$34.3K | 0.25% | 93 |
|
|
2023
Q2 | $1.69M | Sell |
9,705
-61
| -0.6% | -$10.6K | 0.29% | 80 |
|
|
2023
Q1 | $1.61M | Sell |
9,766
-81
| -0.8% | -$13.4K | 0.31% | 78 |
|
|
2022
Q4 | $1.45M | Sell |
9,847
-338
| -3% | -$49.9K | 0.31% | 87 |
|
|
2022
Q3 | $1.37M | Sell |
10,185
-6
| -0.1% | -$809 | 0.31% | 87 |
|
|
2022
Q2 | $1.41M | Buy |
10,191
+72
| +0.7% | +$9.98K | 0.28% | 92 |
|
|
2022
Q1 | $1.89M | Sell |
10,119
-43
| -0.4% | -$8.04K | 0.31% | 80 |
|
|
2021
Q4 | $1.66M | Sell |
10,162
-86
| -0.8% | -$14.1K | 0.27% | 88 |
|
|
2021
Q3 | $1.72M | Hold |
10,248
| – | – | 0.3% | 82 |
|
|
2021
Q2 | $1.69M | Sell |
10,248
-243
| -2% | -$40.1K | 0.3% | 83 |
|
|
2021
Q1 | $1.48M | Sell |
10,491
-422
| -4% | -$59.7K | 0.28% | 92 |
|
|
2020
Q4 | $1.32M | Sell |
10,913
-238
| -2% | -$28.8K | 0.26% | 99 |
|
|
2020
Q3 | $1.12M | Sell |
11,151
-179
| -2% | -$17.9K | 0.26% | 101 |
|
|
2020
Q2 | $1.08M | Buy |
11,330
+118
| +1% | +$11.2K | 0.26% | 99 |
|
|
2020
Q1 | $960K | Sell |
11,212
-465
| -4% | -$39.8K | 0.3% | 87 |
|
|
2019
Q4 | $1.45M | Buy |
11,677
+18
| +0.2% | +$2.24K | 0.33% | 72 |
|
|
2019
Q3 | $1.38M | Sell |
11,659
-801
| -6% | -$94.7K | 0.35% | 71 |
|
|
2019
Q2 | $1.54M | Buy |
12,460
+1,173
| +10% | +$145K | 0.34% | 68 |
|
|
2019
Q1 | $1.24M | Sell |
11,287
-1,211
| -10% | -$133K | 0.27% | 101 |
|
|
2018
Q4 | $1.19M | Buy |
12,498
+1,900
| +18% | +$181K | 0.49% | 53 |
|
|
2018
Q3 | $1.15M | Sell |
10,598
-1,023
| -9% | -$111K | 0.39% | 92 |
|
|
2018
Q2 | $1.14M | Sell |
11,621
-337
| -3% | -$32.9K | 0.36% | 95 |
|
|
2018
Q1 | $1.18M | Buy |
11,958
+1,307
| +12% | +$129K | 0.35% | 98 |
|
|
2017
Q4 | $1.06M | Sell |
10,651
-365
| -3% | -$36.3K | 0.24% | 124 |
|
|
2017
Q3 | $1M | Buy |
11,016
+193
| +2% | +$17.5K | 0.33% | 101 |
|
|
2017
Q2 | $912K | Buy |
+10,823
| New | +$912K | 0.25% | 130 |
|