Investors Asset Management of Georgia’s American Express AXP Stock Holding History

Investors Asset Management of Georgia’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.72M	Buy	8,530 +350	+4%	+$112K	1.26%	16
2025 Q1	$2.2M	Sell	8,180 -299	-4%	-$80.4K	1.11%	21
2024 Q4	$2.52M	Sell	8,479 -50	-0.6%	-$14.8K	1.23%	18
2024 Q3	$2.31M	Hold	8,529	–	–	1.09%	19
2024 Q2	$1.97M	Buy	8,529 +1	+0%	+$232	0.96%	23
2024 Q1	$1.94M	Sell	8,528 -1,072	-11%	-$244K	0.91%	27
2023 Q4	$1.77M	Buy	9,600 +1,100	+13%	+$203K	0.9%	30
2023 Q3	$1.26M	Sell	8,500 -50	-0.6%	-$7.42K	0.7%	47
2023 Q2	$1.49M	Hold	8,550	–	–	0.77%	39
2023 Q1	$1.41M	Buy	8,550 +115	+1%	+$19K	0.75%	39
2022 Q4	$1.25M	Hold	8,435	–	–	0.65%	46
2022 Q3	$1.14M	Buy	8,435 +440	+6%	+$59.4K	0.59%	47
2022 Q2	$1.11M	Buy	7,995 +120	+2%	+$16.6K	0.57%	49
2022 Q1	$1.47M	Sell	7,875 -25	-0.3%	-$4.68K	0.74%	36
2021 Q4	$1.29M	Buy	7,900 +335	+4%	+$54.8K	0.62%	42
2021 Q3	$1.27M	Hold	7,565	–	–	0.66%	41
2021 Q2	$1.25M	Sell	7,565 -300	-4%	-$49.6K	0.67%	42
2021 Q1	$1.11M	Hold	7,865	–	–	0.65%	44
2020 Q4	$951K	Sell	7,865 -10	-0.1%	-$1.21K	0.64%	42
2020 Q3	$789K	Hold	7,875	–	–	0.53%	46
2020 Q2	$750K	Hold	7,875	–	–	0.52%	45
2020 Q1	$674K	Hold	7,875	–	–	0.55%	43
2019 Q4	$980K	Hold	7,875	–	–	0.59%	39
2019 Q3	$931K	Hold	7,875	–	–	0.59%	36
2019 Q2	$972K	Hold	7,875	–	–	0.66%	35
2019 Q1	$861K	Hold	7,875	–	–	0.6%	42
2018 Q4	$751K	Hold	7,875	–	–	0.61%	45
2018 Q3	$839K	Hold	7,875	–	–	0.58%	48
2018 Q2	$772K	Hold	7,875	–	–	0.57%	50
2018 Q1	$735K	Hold	7,875	–	–	0.54%	50
2017 Q4	$782K	Hold	7,875	–	–	0.56%	48
2017 Q3	$712K	Hold	7,875	–	–	0.52%	48
2017 Q2	$663K	Sell	7,875 -100	-1%	-$8.42K	0.46%	51
2017 Q1	$631K	Hold	7,975	–	–	0.44%	55
2016 Q4	$591K	Sell	7,975 -100	-1%	-$7.41K	0.44%	57
2016 Q3	$517K	Buy	8,075 +150	+2%	+$9.6K	0.39%	57
2016 Q2	$482K	Hold	7,925	–	–	0.38%	59
2016 Q1	$487K	Hold	7,925	–	–	0.41%	56
2015 Q4	$551K	Hold	7,925	–	–	0.46%	51
2015 Q3	$587K	Hold	7,925	–	–	0.53%	44
2015 Q2	$616K	Hold	7,925	–	–	0.53%	48
2015 Q1	$619K	Hold	7,925	–	–	0.51%	50
2014 Q4	$737K	Buy	+7,925	New	+$737K	0.64%	42