Johnson Financial Group Inc (Wisconsin)’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 | $117K | Buy |
366
+85
| +30% | +$27.1K | 0.01% | 359 |
|
|
2025
Q1 | $75.6K | Buy |
281
+128
| +84% | +$34.4K | ﹤0.01% | 537 |
|
|
2024
Q4 | $48.5K | Sell |
153
-544
| -78% | -$173K | ﹤0.01% | 499 |
|
|
2024
Q3 | $189K | Buy |
697
+596
| +590% | +$162K | 0.01% | 360 |
|
|
2024
Q2 | $23.4K | Sell |
101
-4
| -4% | -$926 | ﹤0.01% | 509 |
|
|
2024
Q1 | $23.9K | Sell |
105
-268
| -72% | -$61K | ﹤0.01% | 487 |
|
|
2023
Q4 | $69.9K | Sell |
373
-22
| -6% | -$4.12K | ﹤0.01% | 415 |
|
|
2023
Q3 | $58.9K | Sell |
395
-10
| -2% | -$1.49K | ﹤0.01% | 379 |
|
|
2023
Q2 | $70.6K | Buy |
405
+40
| +11% | +$6.97K | ﹤0.01% | 371 |
|
|
2023
Q1 | $60.2K | Buy |
365
+211
| +137% | +$34.8K | ﹤0.01% | 387 |
|
|
2022
Q4 | $22.8K | Sell |
154
-55
| -26% | -$8.13K | ﹤0.01% | 422 |
|
|
2022
Q3 | $29K | Sell |
209
-261
| -56% | -$36.2K | ﹤0.01% | 403 |
|
|
2022
Q2 | $65K | Sell |
470
-171
| -27% | -$23.6K | ﹤0.01% | 361 |
|
|
2022
Q1 | $120K | Sell |
641
-79
| -11% | -$14.8K | 0.01% | 328 |
|
|
2021
Q4 | $118K | Sell |
720
-473
| -40% | -$77.5K | 0.01% | 342 |
|
|
2021
Q3 | $200K | Buy |
1,193
+821
| +221% | +$138K | 0.01% | 263 |
|
|
2021
Q2 | $61K | Hold |
372
| – | – | ﹤0.01% | 384 |
|
|
2021
Q1 | $52K | Buy |
372
+171
| +85% | +$23.9K | ﹤0.01% | 394 |
|
|
2020
Q4 | $24K | Buy |
201
+100
| +99% | +$11.9K | ﹤0.01% | 394 |
|
|
2020
Q3 | $10K | Sell |
101
-1,875
| -95% | -$186K | ﹤0.01% | 376 |
|
|
2020
Q2 | $188K | Sell |
1,976
-4
| -0.2% | -$381 | 0.02% | 185 |
|
|
2020
Q1 | $170K | Buy |
1,980
+1,502
| +314% | +$129K | 0.02% | 200 |
|
|
2019
Q4 | $60K | Sell |
478
-1,024
| -68% | -$129K | 0.01% | 299 |
|
|
2019
Q3 | $178K | Buy |
1,502
+436
| +41% | +$51.7K | 0.02% | 232 |
|
|
2019
Q2 | $131K | Sell |
1,066
-243
| -19% | -$29.9K | 0.01% | 254 |
|
|
2019
Q1 | $143K | Buy |
1,309
+223
| +21% | +$24.4K | 0.01% | 243 |
|
|
2018
Q4 | $104K | Buy |
1,086
+5
| +0.5% | +$479 | 0.01% | 257 |
|
|
2018
Q3 | $115K | Sell |
1,081
-408
| -27% | -$43.4K | 0.01% | 253 |
|
|
2018
Q2 | $146K | Sell |
1,489
-354
| -19% | -$34.7K | 0.02% | 235 |
|
|
2018
Q1 | $172K | Buy |
1,843
+490
| +36% | +$45.7K | 0.02% | 233 |
|
|
2017
Q4 | $135K | Buy |
1,353
+367
| +37% | +$36.6K | 0.02% | 260 |
|
|
2017
Q3 | $89K | Buy |
986
+65
| +7% | +$5.87K | 0.01% | 294 |
|
|
2017
Q2 | $77K | Sell |
921
-2,031
| -69% | -$170K | 0.01% | 310 |
|
|
2017
Q1 | $233K | Sell |
2,952
-125
| -4% | -$9.87K | 0.03% | 243 |
|
|
2016
Q4 | $228K | Buy |
3,077
+219
| +8% | +$16.2K | 0.03% | 256 |
|
|
2016
Q3 | $183K | Sell |
2,858
-11,384
| -80% | -$729K | 0.02% | 270 |
|
|
2016
Q2 | $864K | Buy |
14,242
+10,500
| +281% | +$637K | 0.12% | 148 |
|
|
2016
Q1 | $229K | Sell |
3,742
-1,141
| -23% | -$69.8K | 0.05% | 235 |
|
|
2015
Q4 | $339K | Sell |
4,883
-4,087
| -46% | -$284K | 0.07% | 201 |
|
|
2015
Q3 | $665K | Sell |
8,970
-36
| -0.4% | -$2.67K | 0.15% | 140 |
|
|
2015
Q2 | $699K | Sell |
9,006
-568
| -6% | -$44.1K | 0.14% | 140 |
|
|
2015
Q1 | $746K | Buy |
9,574
+1,187
| +14% | +$92.5K | 0.16% | 135 |
|
|
2014
Q4 | $780K | Buy |
8,387
+136
| +2% | +$12.6K | 0.18% | 124 |
|
|
2014
Q3 | $723K | Sell |
8,251
-754
| -8% | -$66.1K | 0.19% | 123 |
|
|
2014
Q2 | $855K | Buy |
9,005
+3,635
| +68% | +$345K | 0.23% | 104 |
|
|
2014
Q1 | $483K | Sell |
5,370
-171
| -3% | -$15.4K | 0.14% | 137 |
|
|
2013
Q4 | $503K | Sell |
5,541
-3,495
| -39% | -$317K | 0.15% | 134 |
|
|
2013
Q3 | $682K | Sell |
9,036
-895
| -9% | -$67.6K | 0.21% | 103 |
|
|
2013
Q2 | $742K | Buy |
+9,931
| New | +$742K | 0.21% | 91 |
|