INVST’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.51M | Sell |
5,617
-3,433
| -38% | -$924K | 0.21% | 90 |
|
|
2024
Q4 | $2.69M | Buy |
9,050
+81
| +0.9% | +$24K | 0.33% | 59 |
|
|
2024
Q3 | $2.43M | Sell |
8,969
-52
| -0.6% | -$14.1K | 0.29% | 63 |
|
|
2024
Q2 | $2.11M | Buy |
9,021
+313
| +4% | +$73.2K | 0.23% | 66 |
|
|
2024
Q1 | $1.98M | Buy |
8,708
+186
| +2% | +$42.3K | 0.24% | 69 |
|
|
2023
Q4 | $1.75M | Sell |
8,522
-453
| -5% | -$93.2K | 0.22% | 68 |
|
|
2023
Q3 | $1.34M | Buy |
8,975
+498
| +6% | +$74.3K | 0.19% | 75 |
|
|
2023
Q2 | $1.48M | Sell |
8,477
-69
| -0.8% | -$12K | 0.21% | 58 |
|
|
2023
Q1 | $1.35M | Buy |
8,546
+41
| +0.5% | +$6.5K | 0.21% | 65 |
|
|
2022
Q4 | $1.49M | Sell |
8,505
-451
| -5% | -$78.9K | 0.23% | 59 |
|
|
2022
Q3 | $1.23M | Buy |
8,956
+314
| +4% | +$43.2K | 0.21% | 61 |
|
|
2022
Q2 | $1.4M | Buy |
8,642
+51
| +0.6% | +$8.29K | 0.22% | 61 |
|
|
2022
Q1 | $1.38M | Buy |
8,591
+381
| +5% | +$61.3K | 0.23% | 61 |
|
|
2021
Q4 | $1.55M | Sell |
8,210
-1,473
| -15% | -$278K | 0.24% | 59 |
|
|
2021
Q3 | $1.62M | Buy |
9,683
+948
| +11% | +$159K | 0.26% | 59 |
|
|
2021
Q2 | $1.49M | Buy |
8,735
+630
| +8% | +$107K | 0.24% | 56 |
|
|
2021
Q1 | $1.24M | Buy |
8,105
+1,226
| +18% | +$188K | 0.22% | 63 |
|
|
2020
Q4 | $832K | Buy |
6,879
+2,189
| +47% | +$265K | 0.15% | 76 |
|
|
2020
Q3 | $475K | Buy |
4,690
+531
| +13% | +$53.8K | 0.11% | 80 |
|
|
2020
Q2 | $391K | Buy |
+4,159
| New | +$391K | 0.12% | 84 |
|