Leavell Investment Management’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 | $1.95M | Buy |
6,120
+255
| +4% | +$81.3K | 0.09% | 214 |
|
|
2025
Q1 | $1.58M | Sell |
5,865
-78
| -1% | -$21K | 0.08% | 230 |
|
|
2024
Q4 | $1.76M | Buy |
5,943
+295
| +5% | +$87.6K | 0.09% | 209 |
|
|
2024
Q3 | $1.53M | Buy |
5,648
+635
| +13% | +$172K | 0.08% | 231 |
|
|
2024
Q2 | $1.16M | Buy |
5,013
+588
| +13% | +$136K | 0.06% | 254 |
|
|
2024
Q1 | $1.01M | Sell |
4,425
-122
| -3% | -$27.8K | 0.06% | 265 |
|
|
2023
Q4 | $852K | Hold |
4,547
| – | – | 0.05% | 275 |
|
|
2023
Q3 | $678K | Buy |
4,547
+26
| +0.6% | +$3.88K | 0.05% | 294 |
|
|
2023
Q2 | $788K | Hold |
4,521
| – | – | 0.05% | 276 |
|
|
2023
Q1 | $746K | Hold |
4,521
| – | – | 0.05% | 280 |
|
|
2022
Q4 | $668K | Sell |
4,521
-104
| -2% | -$15.4K | 0.05% | 289 |
|
|
2022
Q3 | $624K | Buy |
4,625
+85
| +2% | +$11.5K | 0.05% | 285 |
|
|
2022
Q2 | $632K | Buy |
4,540
+50
| +1% | +$6.96K | 0.05% | 281 |
|
|
2022
Q1 | $840K | Buy |
4,490
+22
| +0.5% | +$4.12K | 0.06% | 258 |
|
|
2021
Q4 | $731K | Sell |
4,468
-134
| -3% | -$21.9K | 0.05% | 279 |
|
|
2021
Q3 | $771K | Buy |
4,602
+18
| +0.4% | +$3.02K | 0.06% | 247 |
|
|
2021
Q2 | $650K | Hold |
4,584
| – | – | 0.05% | 260 |
|
|
2021
Q1 | $650K | Sell |
4,584
-100
| -2% | -$14.2K | 0.05% | 260 |
|
|
2020
Q4 | $566K | Sell |
4,684
-22
| -0.5% | -$2.66K | 0.05% | 262 |
|
|
2020
Q3 | $472K | Buy |
4,706
+316
| +7% | +$31.7K | 0.04% | 272 |
|
|
2020
Q2 | $418K | Hold |
4,390
| – | – | 0.04% | 282 |
|
|
2020
Q1 | $376K | Sell |
4,390
-100
| -2% | -$8.57K | 0.04% | 268 |
|
|
2019
Q4 | $559K | Hold |
4,490
| – | – | 0.05% | 256 |
|
|
2019
Q3 | $531K | Sell |
4,490
-71
| -2% | -$8.4K | 0.05% | 258 |
|
|
2019
Q2 | $563K | Buy |
4,561
+100
| +2% | +$12.3K | 0.06% | 248 |
|
|
2019
Q1 | $488K | Sell |
4,461
-100
| -2% | -$10.9K | 0.05% | 258 |
|
|
2018
Q4 | $435K | Hold |
4,561
| – | – | 0.05% | 257 |
|
|
2018
Q3 | $486K | Hold |
4,561
| – | – | 0.05% | 259 |
|
|
2018
Q2 | $447K | Hold |
4,561
| – | – | 0.05% | 266 |
|
|
2018
Q1 | $426K | Sell |
4,561
-228
| -5% | -$21.3K | 0.05% | 274 |
|
|
2017
Q4 | $476K | Sell |
4,789
-80
| -2% | -$7.95K | 0.06% | 263 |
|
|
2017
Q3 | $440K | Hold |
4,869
| – | – | 0.05% | 260 |
|
|
2017
Q2 | $410K | Hold |
4,869
| – | – | 0.05% | 274 |
|
|
2017
Q1 | $385K | Hold |
4,869
| – | – | 0.05% | 269 |
|
|
2016
Q4 | $361K | Sell |
4,869
-1,856
| -28% | -$138K | 0.05% | 273 |
|
|
2016
Q3 | $431K | Buy |
6,725
+7
| +0.1% | +$449 | 0.06% | 256 |
|
|
2016
Q2 | $408K | Buy |
6,718
+1,856
| +38% | +$113K | 0.06% | 269 |
|
|
2016
Q1 | $299K | Sell |
4,862
-2,966
| -38% | -$182K | 0.04% | 304 |
|
|
2015
Q4 | $544K | Hold |
7,828
| – | – | 0.08% | 213 |
|
|
2015
Q3 | $580K | Sell |
7,828
-100
| -1% | -$7.41K | 0.09% | 197 |
|
|
2015
Q2 | $616K | Sell |
7,928
-1,300
| -14% | -$101K | 0.1% | 208 |
|
|
2015
Q1 | $721K | Sell |
9,228
-1,000
| -10% | -$78.1K | 0.11% | 197 |
|
|
2014
Q4 | $952K | Sell |
10,228
-7,500
| -42% | -$698K | 0.15% | 169 |
|
|
2014
Q3 | $1.55M | Hold |
17,728
| – | – | 0.25% | 119 |
|
|
2014
Q2 | $1.68M | Buy |
17,728
+2,000
| +13% | +$190K | 0.27% | 115 |
|
|
2014
Q1 | $1.42M | Buy |
15,728
+3,080
| +24% | +$277K | 0.24% | 123 |
|
|
2013
Q4 | $1.15M | Buy |
12,648
+3,080
| +32% | +$280K | 0.19% | 145 |
|
|
2013
Q3 | $723K | Hold |
9,568
| – | – | 0.13% | 171 |
|
|
2013
Q2 | $715K | Buy |
+9,568
| New | +$715K | 0.13% | 167 |
|