McElhenny Sheffield Capital 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 | $524K | Sell |
1,642
-7
| -0.4% | -$2.23K | 0.14% | 48 |
|
|
2025
Q1 | $444K | Buy |
1,649
+5
| +0.3% | +$1.35K | 0.17% | 65 |
|
|
2024
Q4 | $488K | Buy |
1,644
+7
| +0.4% | +$2.08K | 0.16% | 52 |
|
|
2024
Q3 | $444K | Buy |
1,637
+2
| +0.1% | +$542 | 0.15% | 67 |
|
|
2024
Q2 | $379K | Buy |
1,635
+12
| +0.7% | +$2.78K | 0.13% | 67 |
|
|
2024
Q1 | $369K | Sell |
1,623
-2
| -0.1% | -$455 | 0.13% | 69 |
|
|
2023
Q4 | $304K | Hold |
1,625
| – | – | 0.12% | 70 |
|
|
2023
Q3 | $243K | Hold |
1,625
| – | – | 0.12% | 83 |
|
|
2023
Q2 | $283K | Sell |
1,625
-15
| -0.9% | -$2.61K | 0.12% | 74 |
|
|
2023
Q1 | $270K | Buy |
1,640
+46
| +3% | +$7.58K | 0.14% | 75 |
|
|
2022
Q4 | $234K | Buy |
1,594
+15
| +0.9% | +$2.2K | 0.11% | 81 |
|
|
2022
Q3 | $213K | Hold |
1,579
| – | – | 0.16% | 82 |
|
|
2022
Q2 | $219K | Hold |
1,579
| – | – | 0.1% | 91 |
|
|
2022
Q1 | $295K | Hold |
1,579
| – | – | 0.1% | 90 |
|
|
2021
Q4 | $258K | Hold |
1,579
| – | – | 0.1% | 107 |
|
|
2021
Q3 | $265K | Buy |
+1,579
| New | +$265K | 0.12% | 102 |
|