Investment Advisory Services’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 | $4.11M | Buy |
12,898
+1,308
| +11% | +$417K | 1.37% | 18 |
|
|
2025
Q1 | $3.12M | Buy |
11,590
+14
| +0.1% | +$3.77K | 1.13% | 22 |
|
|
2024
Q4 | $3.44M | Buy |
11,576
+84
| +0.7% | +$24.9K | 1.21% | 19 |
|
|
2024
Q3 | $3.12M | Sell |
11,492
-1,665
| -13% | -$452K | 1.1% | 23 |
|
|
2024
Q2 | $3.05M | Sell |
13,157
-620
| -5% | -$144K | 1.12% | 24 |
|
|
2024
Q1 | $3.14M | Sell |
13,777
-402
| -3% | -$91.5K | 1.15% | 22 |
|
|
2023
Q4 | $2.66M | Sell |
14,179
-158
| -1% | -$29.6K | 1.05% | 27 |
|
|
2023
Q3 | $2.14M | Buy |
14,337
+267
| +2% | +$39.8K | 0.92% | 28 |
|
|
2023
Q2 | $2.45M | Buy |
14,070
+65
| +0.5% | +$11.3K | 1.03% | 27 |
|
|
2023
Q1 | $2.31M | Buy |
14,005
+101
| +0.7% | +$16.7K | 1.14% | 23 |
|
|
2022
Q4 | $2.05M | Buy |
13,904
+277
| +2% | +$40.9K | 1.06% | 28 |
|
|
2022
Q3 | $1.84M | Buy |
13,627
+139
| +1% | +$18.7K | 1.1% | 27 |
|
|
2022
Q2 | $1.87M | Sell |
13,488
-998
| -7% | -$138K | 1.08% | 28 |
|
|
2022
Q1 | $2.71M | Buy |
14,486
+1,779
| +14% | +$333K | 1.51% | 15 |
|
|
2021
Q4 | $2.08M | Sell |
12,707
-551
| -4% | -$90.1K | 1.13% | 30 |
|
|
2021
Q3 | $2.22M | Buy |
13,258
+1
| +0% | +$168 | 1.36% | 22 |
|
|
2021
Q2 | $2.19M | Buy |
+13,257
| New | +$2.19M | 1.35% | 23 |
|
|
2020
Q4 | $1.61M | Buy |
13,320
+1
| +0% | +$121 | 1.13% | 27 |
|
|
2020
Q3 | $1.34M | Sell |
13,319
-60
| -0.4% | -$6.01K | 1.05% | 29 |
|
|
2020
Q2 | $1.27M | Buy |
13,379
+110
| +0.8% | +$10.5K | 1.09% | 27 |
|
|
2020
Q1 | $1.14M | Buy |
13,269
+2,611
| +24% | +$224K | 1.22% | 25 |
|
|
2019
Q4 | $1.33M | Buy |
+10,658
| New | +$1.33M | 1.19% | 31 |
|