McElhenny Sheffield Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $591K | Buy |
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|
2025
Q2 | $524K | Sell |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $265K | Buy |
|