Larson Financial Group’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 | $1.41M | Buy |
4,407
+173
| +4% | +$55.2K | 0.06% | 253 |
|
|
2025
Q1 | $1.14M | Buy |
4,234
+914
| +28% | +$246K | 0.05% | 246 |
|
|
2024
Q4 | $985K | Sell |
3,320
-300
| -8% | -$89K | 0.05% | 246 |
|
|
2024
Q3 | $982K | Buy |
3,620
+890
| +33% | +$241K | 0.06% | 233 |
|
|
2024
Q2 | $632K | Buy |
2,730
+212
| +8% | +$49.1K | 0.04% | 238 |
|
|
2024
Q1 | $573K | Buy |
2,518
+99
| +4% | +$22.5K | 0.04% | 218 |
|
|
2023
Q4 | $453K | Buy |
2,419
+6
| +0.2% | +$1.12K | 0.04% | 231 |
|
|
2023
Q3 | $360K | Buy |
2,413
+119
| +5% | +$17.8K | 0.04% | 232 |
|
|
2023
Q2 | $400K | Sell |
2,294
-347
| -13% | -$60.5K | 0.04% | 219 |
|
|
2023
Q1 | $436K | Buy |
2,641
+2,339
| +775% | +$386K | 0.05% | 215 |
|
|
2022
Q4 | $44.7K | Sell |
302
-349
| -54% | -$51.6K | 0.01% | 541 |
|
|
2022
Q3 | $88K | Buy |
651
+413
| +174% | +$55.8K | 0.01% | 373 |
|
|
2022
Q2 | $33K | Sell |
238
-78
| -25% | -$10.8K | 0.01% | 451 |
|
|
2022
Q1 | $59K | Hold |
316
| – | – | 0.01% | 353 |
|
|
2021
Q4 | $52K | Buy |
316
+1
| +0.3% | +$165 | 0.01% | 376 |
|
|
2021
Q3 | $53K | Buy |
315
+119
| +61% | +$20K | 0.01% | 286 |
|
|
2021
Q2 | $32K | Hold |
196
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $28K | Buy |
196
+1
| +0.5% | +$143 | 0.01% | 358 |
|
|
2020
Q4 | $24K | Sell |
195
-316
| -62% | -$38.9K | 0.01% | 331 |
|
|
2020
Q3 | $51K | Buy |
511
+217
| +74% | +$21.7K | 0.02% | 196 |
|
|
2020
Q2 | $28K | Buy |
294
+107
| +57% | +$10.2K | 0.01% | 248 |
|
|
2020
Q1 | $16K | Buy |
187
+48
| +35% | +$4.11K | 0.01% | 240 |
|
|
2019
Q4 | $17K | Hold |
139
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $16K | Buy |
139
+1
| +0.7% | +$115 | 0.01% | 243 |
|
|
2019
Q2 | $17K | Hold |
138
| – | – | 0.01% | 199 |
|
|
2019
Q1 | $15K | Buy |
138
+1
| +0.7% | +$109 | 0.01% | 196 |
|
|
2018
Q4 | $13K | Buy |
+137
| New | +$13K | 0.01% | 198 |
|