Integrated Investment Consultants’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 | $593K | Buy |
1,860
+5
| +0.3% | +$1.6K | 0.12% | 126 |
|
|
2025
Q1 | $499K | Buy |
1,855
+112
| +6% | +$30.1K | 0.1% | 153 |
|
|
2024
Q4 | $517K | Sell |
1,743
-179
| -9% | -$53.1K | 0.11% | 153 |
|
|
2024
Q3 | $521K | Buy |
1,922
+165
| +9% | +$44.7K | 0.11% | 132 |
|
|
2024
Q2 | $400K | Hold |
1,757
| – | – | 0.11% | 157 |
|
|
2024
Q1 | $400K | Hold |
1,757
| – | – | 0.11% | 157 |
|
|
2023
Q4 | $329K | Sell |
1,757
-76
| -4% | -$14.2K | 0.1% | 172 |
|
|
2023
Q3 | $273K | Sell |
1,833
-78
| -4% | -$11.6K | 0.1% | 178 |
|
|
2023
Q2 | $333K | Hold |
1,911
| – | – | 0.11% | 171 |
|
|
2023
Q1 | $315K | Buy |
1,911
+210
| +12% | +$34.6K | 0.1% | 185 |
|
|
2022
Q4 | $251K | Sell |
1,701
-782
| -31% | -$116K | 0.08% | 196 |
|
|
2022
Q3 | $335K | Sell |
2,483
-143
| -5% | -$19.3K | 0.13% | 129 |
|
|
2022
Q2 | $364K | Sell |
2,626
-357
| -12% | -$49.5K | 0.13% | 118 |
|
|
2022
Q1 | $558K | Sell |
2,983
-513
| -15% | -$96K | 0.15% | 109 |
|
|
2021
Q4 | $572K | Buy |
3,496
+859
| +33% | +$141K | 0.15% | 113 |
|
|
2021
Q3 | $442K | Hold |
2,637
| – | – | 0.13% | 137 |
|
|
2021
Q2 | $436K | Sell |
2,637
-642
| -20% | -$106K | 0.13% | 145 |
|
|
2021
Q1 | $464K | Hold |
3,279
| – | – | 0.16% | 121 |
|
|
2020
Q4 | $396K | Hold |
3,279
| – | – | 0.15% | 122 |
|
|
2020
Q3 | $329K | Sell |
3,279
-431
| -12% | -$43.2K | 0.15% | 116 |
|
|
2020
Q2 | $353K | Buy |
3,710
+999
| +37% | +$95.1K | 0.17% | 93 |
|
|
2020
Q1 | $232K | Buy |
2,711
+350
| +15% | +$30K | 0.14% | 116 |
|
|
2019
Q4 | $294K | Hold |
2,361
| – | – | 0.12% | 119 |
|
|
2019
Q3 | $279K | Sell |
2,361
-335
| -12% | -$39.6K | 0.14% | 109 |
|
|
2019
Q2 | $333K | Hold |
2,696
| – | – | 0.17% | 96 |
|
|
2019
Q1 | $295K | Hold |
2,696
| – | – | 0.16% | 102 |
|
|
2018
Q4 | $257K | Buy |
2,696
+385
| +17% | +$36.7K | 0.14% | 116 |
|
|
2018
Q3 | $246K | Hold |
2,311
| – | – | 0.12% | 131 |
|
|
2018
Q2 | $226K | Sell |
2,311
-582
| -20% | -$56.9K | 0.12% | 130 |
|
|
2018
Q1 | $270K | Buy |
+2,893
| New | +$270K | 0.11% | 131 |
|
|
2017
Q3 | $259K | Hold |
2,861
| – | – | 0.11% | 116 |
|
|
2017
Q2 | $241K | Hold |
2,861
| – | – | 0.11% | 118 |
|
|
2017
Q1 | $226K | Hold |
2,861
| – | – | 0.1% | 131 |
|
|
2016
Q4 | $212K | Buy |
2,861
+150
| +6% | +$11.1K | 0.1% | 133 |
|
|
2016
Q3 | $164K | Hold |
2,711
| – | – | 0.08% | 163 |
|
|
2016
Q2 | $165K | Sell |
2,711
-390
| -13% | -$23.7K | 0.09% | 162 |
|
|
2016
Q1 | $185K | Buy |
+3,101
| New | +$185K | 0.11% | 127 |
|