Investors Research Corp’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 | $486K | Hold |
1,524
| – | – | 0.1% | 204 |
|
|
2025
Q1 | $410K | Sell |
1,524
-170
| -10% | -$45.7K | 0.09% | 214 |
|
|
2024
Q4 | $503K | Buy |
1,694
+19
| +1% | +$5.64K | 0.11% | 199 |
|
|
2024
Q3 | $454K | Hold |
1,675
| – | – | 0.1% | 214 |
|
|
2024
Q2 | $388K | Hold |
1,675
| – | – | 0.09% | 236 |
|
|
2024
Q1 | $381K | Sell |
1,675
-95
| -5% | -$21.6K | 0.09% | 247 |
|
|
2023
Q4 | $332K | Buy |
1,770
+34
| +2% | +$6.37K | 0.08% | 265 |
|
|
2023
Q3 | $259K | Buy |
1,736
+11
| +0.6% | +$1.64K | 0.07% | 285 |
|
|
2023
Q2 | $300K | Hold |
1,725
| – | – | 0.08% | 275 |
|
|
2023
Q1 | $285K | Hold |
1,725
| – | – | 0.07% | 282 |
|
|
2022
Q4 | $255K | Sell |
1,725
-3
| -0.2% | -$443 | 0.07% | 286 |
|
|
2022
Q3 | $233K | Hold |
1,728
| – | – | 0.07% | 284 |
|
|
2022
Q2 | $240K | Hold |
1,728
| – | – | 0.07% | 288 |
|
|
2022
Q1 | $323K | Hold |
1,728
| – | – | 0.09% | 244 |
|
|
2021
Q4 | $283K | Buy |
1,728
+15
| +0.9% | +$2.46K | 0.09% | 257 |
|
|
2021
Q3 | $287K | Hold |
1,713
| – | – | 0.1% | 245 |
|
|
2021
Q2 | $283K | Hold |
1,713
| – | – | 0.1% | 249 |
|
|
2021
Q1 | $242K | Sell |
1,713
-500
| -23% | -$70.6K | 0.09% | 268 |
|
|
2020
Q4 | $268K | Hold |
2,213
| – | – | 0.11% | 266 |
|
|
2020
Q3 | $222K | Hold |
2,213
| – | – | 0.11% | 261 |
|
|
2020
Q2 | $211K | Buy |
2,213
+175
| +9% | +$16.7K | 0.11% | 245 |
|
|
2020
Q1 | $174K | Hold |
2,038
| – | – | 0.11% | 246 |
|
|
2019
Q4 | $254K | Hold |
2,038
| – | – | 0.12% | 254 |
|
|
2019
Q3 | $241K | Hold |
2,038
| – | – | 0.12% | 228 |
|
|
2019
Q2 | $252K | Hold |
2,038
| – | – | 0.13% | 222 |
|
|
2019
Q1 | $223K | Buy |
+2,038
| New | +$223K | 0.12% | 236 |
|
|
2018
Q4 | – | Sell |
-2,088
| Closed | -$222K | – | 322 |
|
|
2018
Q3 | $222K | Hold |
2,088
| – | – | 0.13% | 265 |
|
|
2018
Q2 | $205K | Buy |
+2,088
| New | +$205K | 0.12% | 275 |
|
|
2018
Q1 | – | Sell |
-2,088
| Closed | -$207K | – | 339 |
|
|
2017
Q4 | $207K | Buy |
+2,088
| New | +$207K | 0.13% | 277 |
|