JLB & Associates’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 | $6.09M | Buy |
19,083
+465
| +2% | +$148K | 0.85% | 35 |
|
|
2025
Q1 | $5.01M | Sell |
18,618
-505
| -3% | -$136K | 0.7% | 41 |
|
|
2024
Q4 | $5.68M | Sell |
19,123
-790
| -4% | -$234K | 0.77% | 36 |
|
|
2024
Q3 | $5.4M | Buy |
19,913
+2,489
| +14% | +$675K | 0.69% | 38 |
|
|
2024
Q2 | $4.03M | Buy |
17,424
+5,168
| +42% | +$1.2M | 0.54% | 43 |
|
|
2024
Q1 | $2.79M | Buy |
12,256
+2,177
| +22% | +$496K | 0.37% | 57 |
|
|
2023
Q4 | $1.89M | Buy |
10,079
+3,059
| +44% | +$573K | 0.27% | 62 |
|
|
2023
Q3 | $1.05M | Buy |
7,020
+2,570
| +58% | +$383K | 0.16% | 65 |
|
|
2023
Q2 | $775K | Buy |
4,450
+29
| +0.7% | +$5.05K | 0.11% | 67 |
|
|
2023
Q1 | $729K | Buy |
4,421
+643
| +17% | +$106K | 0.11% | 64 |
|
|
2022
Q4 | $558K | Buy |
3,778
+226
| +6% | +$33.4K | 0.09% | 68 |
|
|
2022
Q3 | $479K | Buy |
3,552
+527
| +17% | +$71.1K | 0.09% | 67 |
|
|
2022
Q2 | $419K | Buy |
3,025
+468
| +18% | +$64.8K | 0.07% | 67 |
|
|
2022
Q1 | $478K | Buy |
2,557
+853
| +50% | +$159K | 0.07% | 68 |
|
|
2021
Q4 | $278K | Buy |
+1,704
| New | +$278K | 0.04% | 74 |
|