Investment House 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 | $35.3M | Buy |
110,596
+4,404
| +4% | +$1.4M | 1.78% | 13 |
|
|
2025
Q1 | $28.6M | Buy |
106,192
+6,587
| +7% | +$1.77M | 1.63% | 16 |
|
|
2024
Q4 | $29.6M | Buy |
99,605
+818
| +0.8% | +$243K | 1.61% | 14 |
|
|
2024
Q3 | $26.8M | Buy |
98,787
+686
| +0.7% | +$186K | 1.45% | 18 |
|
|
2024
Q2 | $22.7M | Buy |
98,101
+1,327
| +1% | +$307K | 1.3% | 19 |
|
|
2024
Q1 | $22M | Buy |
96,774
+5,824
| +6% | +$1.33M | 1.3% | 18 |
|
|
2023
Q4 | $17M | Buy |
90,950
+981
| +1% | +$184K | 1.21% | 19 |
|
|
2023
Q3 | $13.4M | Buy |
89,969
+20,202
| +29% | +$3.01M | 1.06% | 25 |
|
|
2023
Q2 | $12.2M | Buy |
69,767
+62,932
| +921% | +$11M | 0.91% | 31 |
|
|
2023
Q1 | $1.13M | Sell |
6,835
-550
| -7% | -$90.7K | 0.09% | 106 |
|
|
2022
Q4 | $1.09M | Buy |
7,385
+40
| +0.5% | +$5.91K | 0.1% | 93 |
|
|
2022
Q3 | $991K | Buy |
7,345
+20
| +0.3% | +$2.7K | 0.09% | 98 |
|
|
2022
Q2 | $1.02M | Sell |
7,325
-50
| -0.7% | -$6.93K | 0.09% | 100 |
|
|
2022
Q1 | $1.38M | Hold |
7,375
| – | – | 0.1% | 96 |
|
|
2021
Q4 | $1.21M | Hold |
7,375
| – | – | 0.08% | 104 |
|
|
2021
Q3 | $1.24M | Hold |
7,375
| – | – | 0.09% | 101 |
|
|
2021
Q2 | $1.22M | Hold |
7,375
| – | – | 0.09% | 113 |
|
|
2021
Q1 | $1.04M | Sell |
7,375
-400
| -5% | -$56.6K | 0.08% | 112 |
|
|
2020
Q4 | $940K | Buy |
7,775
+175
| +2% | +$21.2K | 0.07% | 124 |
|
|
2020
Q3 | $762K | Sell |
7,600
-668
| -8% | -$67K | 0.06% | 126 |
|
|
2020
Q2 | $787K | Sell |
8,268
-1,271
| -13% | -$121K | 0.07% | 116 |
|
|
2020
Q1 | $817K | Sell |
9,539
-569
| -6% | -$48.7K | 0.09% | 108 |
|
|
2019
Q4 | $1.26M | Sell |
10,108
-2,306
| -19% | -$287K | 0.12% | 112 |
|
|
2019
Q3 | $1.47M | Sell |
12,414
-1,564
| -11% | -$185K | 0.15% | 98 |
|
|
2019
Q2 | $1.73M | Buy |
13,978
+5,353
| +62% | +$661K | 0.18% | 90 |
|
|
2019
Q1 | $943K | Hold |
8,625
| – | – | 0.1% | 111 |
|
|
2018
Q4 | $822K | Hold |
8,625
| – | – | 0.1% | 111 |
|
|
2018
Q3 | $918K | Hold |
8,625
| – | – | 0.1% | 114 |
|
|
2018
Q2 | $845K | Buy |
8,625
+200
| +2% | +$19.6K | 0.1% | 115 |
|
|
2018
Q1 | $786K | Hold |
8,425
| – | – | 0.1% | 120 |
|
|
2017
Q4 | $837K | Sell |
8,425
-500
| -6% | -$49.7K | 0.1% | 115 |
|
|
2017
Q3 | $807K | Buy |
8,925
+100
| +1% | +$9.04K | 0.11% | 116 |
|
|
2017
Q2 | $743K | Hold |
8,825
| – | – | 0.1% | 124 |
|
|
2017
Q1 | $698K | Hold |
8,825
| – | – | 0.1% | 123 |
|
|
2016
Q4 | $654K | Buy |
8,825
+250
| +3% | +$18.5K | 0.1% | 120 |
|
|
2016
Q3 | $549K | Buy |
8,575
+100
| +1% | +$6.4K | 0.08% | 133 |
|
|
2016
Q2 | $515K | Sell |
8,475
-400
| -5% | -$24.3K | 0.08% | 133 |
|
|
2016
Q1 | $545K | Sell |
8,875
-175
| -2% | -$10.7K | 0.09% | 130 |
|
|
2015
Q4 | $629K | Buy |
9,050
+500
| +6% | +$34.8K | 0.1% | 115 |
|
|
2015
Q3 | $634K | Hold |
8,550
| – | – | 0.11% | 112 |
|
|
2015
Q2 | $664K | Buy |
8,550
+100
| +1% | +$7.77K | 0.11% | 118 |
|
|
2015
Q1 | $660K | Buy |
8,450
+100
| +1% | +$7.81K | 0.11% | 113 |
|
|
2014
Q4 | $777K | Buy |
8,350
+75
| +0.9% | +$6.98K | 0.13% | 110 |
|
|
2014
Q3 | $724K | Buy |
8,275
+250
| +3% | +$21.9K | 0.12% | 112 |
|
|
2014
Q2 | $761K | Buy |
8,025
+350
| +5% | +$33.2K | 0.13% | 109 |
|
|
2014
Q1 | $690K | Hold |
7,675
| – | – | 0.12% | 112 |
|
|
2013
Q4 | $696K | Sell |
7,675
-2,325
| -23% | -$211K | 0.13% | 110 |
|
|
2013
Q3 | $434K | Buy |
10,000
+2,275
| +29% | +$98.7K | 0.09% | 111 |
|
|
2013
Q2 | $578K | Buy |
+7,725
| New | +$578K | 0.13% | 101 |
|