Institutional & Family Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $55.5K | Sell |
239
-12
| -5% | -$2.78K | 0.01% | 225 |
|
|
2024
Q1 | $57.3K | Hold |
251
| – | – | 0.01% | 223 |
|
|
2023
Q4 | $47.1K | Hold |
251
| – | – | 0.01% | 236 |
|
|
2023
Q3 | $37.5K | Hold |
251
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $43.8K | Hold |
251
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $41.4K | Hold |
251
| – | – | 0.01% | 233 |
|
|
2022
Q4 | $37.1K | Hold |
251
| – | – | 0.01% | 242 |
|
|
2022
Q3 | $34K | Hold |
251
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $35K | Sell |
251
-21
| -8% | -$2.93K | 0.01% | 252 |
|
|
2022
Q1 | $51K | Sell |
272
-11
| -4% | -$2.06K | 0.01% | 254 |
|
|
2021
Q4 | $46K | Sell |
283
-338
| -54% | -$54.9K | 0.01% | 271 |
|
|
2021
Q3 | $104K | Sell |
621
-16
| -3% | -$2.68K | 0.02% | 234 |
|
|
2021
Q2 | $105K | Sell |
637
-494
| -44% | -$81.4K | 0.02% | 233 |
|
|
2021
Q1 | $160K | Sell |
1,131
-3
| -0.3% | -$424 | 0.03% | 206 |
|
|
2020
Q4 | $137K | Sell |
1,134
-252
| -18% | -$30.4K | 0.03% | 216 |
|
|
2020
Q3 | $139K | Sell |
1,386
-11
| -0.8% | -$1.1K | 0.03% | 197 |
|
|
2020
Q2 | $133K | Sell |
1,397
-1,207
| -46% | -$115K | 0.03% | 209 |
|
|
2020
Q1 | $223K | Buy |
2,604
+26
| +1% | +$2.23K | 0.05% | 137 |
|
|
2019
Q4 | $321K | Sell |
2,578
-47
| -2% | -$5.85K | 0.07% | 139 |
|
|
2019
Q3 | $310K | Sell |
2,625
-353
| -12% | -$41.7K | 0.07% | 133 |
|
|
2019
Q2 | $368K | Sell |
2,978
-10
| -0.3% | -$1.24K | 0.08% | 131 |
|
|
2019
Q1 | $327K | Sell |
2,988
-3,678
| -55% | -$403K | 0.07% | 142 |
|
|
2018
Q4 | $635K | Sell |
6,666
-26
| -0.4% | -$2.48K | 0.14% | 98 |
|
|
2018
Q3 | $713K | Buy |
6,692
+4
| +0.1% | +$426 | 0.14% | 101 |
|
|
2018
Q2 | $655K | Buy |
6,688
+203
| +3% | +$19.9K | 0.14% | 99 |
|
|
2018
Q1 | $605K | Buy |
6,485
+524
| +9% | +$48.9K | 0.13% | 97 |
|
|
2017
Q4 | $592K | Sell |
5,961
-478
| -7% | -$47.5K | 0.11% | 104 |
|
|
2017
Q3 | $582K | Buy |
6,439
+2,376
| +58% | +$215K | 0.12% | 113 |
|
|
2017
Q2 | $342K | Buy |
4,063
+15
| +0.4% | +$1.26K | 0.08% | 105 |
|
|
2017
Q1 | $320K | Buy |
4,048
+15
| +0.4% | +$1.19K | 0.1% | 105 |
|
|
2016
Q4 | $299K | Sell |
4,033
-13
| -0.3% | -$964 | 0.09% | 108 |
|
|
2016
Q3 | $259K | Sell |
4,046
-68
| -2% | -$4.35K | 0.09% | 107 |
|
|
2016
Q2 | $250K | Buy |
4,114
+44
| +1% | +$2.67K | 0.09% | 105 |
|
|
2016
Q1 | $283K | Hold |
4,070
| – | – | 0.11% | 110 |
|
|
2015
Q4 | $283K | Buy |
+4,070
| New | +$283K | 0.11% | 110 |
|