Means Investment Company’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 | $381K | Buy |
1,193
+1
| +0.1% | +$319 | 0.04% | 143 |
|
|
2025
Q1 | $321K | Sell |
1,192
-450
| -27% | -$121K | 0.03% | 148 |
|
|
2024
Q4 | $487K | Buy |
1,642
+1
| +0.1% | +$297 | 0.05% | 126 |
|
|
2024
Q3 | $445K | Sell |
1,641
-73
| -4% | -$19.8K | 0.05% | 131 |
|
|
2024
Q2 | $397K | Sell |
1,714
-48
| -3% | -$11.1K | 0.05% | 139 |
|
|
2024
Q1 | $401K | Sell |
1,762
-332
| -16% | -$75.6K | 0.05% | 139 |
|
|
2023
Q4 | $392K | Sell |
2,094
-81
| -4% | -$15.2K | 0.06% | 136 |
|
|
2023
Q3 | $324K | Sell |
2,175
-270
| -11% | -$40.3K | 0.05% | 150 |
|
|
2023
Q2 | $426K | Buy |
2,445
+4
| +0.2% | +$697 | 0.07% | 130 |
|
|
2023
Q1 | $403K | Buy |
2,441
+2
| +0.1% | +$330 | 0.07% | 133 |
|
|
2022
Q4 | $360K | Sell |
2,439
-19
| -0.8% | -$2.81K | 0.07% | 138 |
|
|
2022
Q3 | $332K | Buy |
2,458
+3
| +0.1% | +$405 | 0.07% | 141 |
|
|
2022
Q2 | $340K | Sell |
2,455
-125
| -5% | -$17.3K | 0.07% | 138 |
|
|
2022
Q1 | $482K | Buy |
2,580
+124
| +5% | +$23.2K | 0.09% | 121 |
|
|
2021
Q4 | $402K | Buy |
2,456
+53
| +2% | +$8.68K | 0.07% | 133 |
|
|
2021
Q3 | $403K | Buy |
2,403
+2
| +0.1% | +$335 | 0.08% | 130 |
|
|
2021
Q2 | $397K | Sell |
2,401
-18
| -0.7% | -$2.98K | 0.08% | 134 |
|
|
2021
Q1 | $342K | Hold |
2,419
| – | – | 0.08% | 137 |
|
|
2020
Q4 | $310K | Buy |
2,419
+7
| +0.3% | +$897 | 0.07% | 142 |
|
|
2020
Q3 | $233K | Hold |
2,412
| – | – | 0.06% | 133 |
|
|
2020
Q2 | $249K | Sell |
2,412
-126
| -5% | -$13K | 0.08% | 125 |
|
|
2020
Q1 | $210K | Buy |
2,538
+3
| +0.1% | +$248 | 0.08% | 122 |
|
|
2019
Q4 | $333K | Buy |
2,535
+4
| +0.2% | +$525 | 0.11% | 110 |
|
|
2019
Q3 | $303K | Buy |
2,531
+3
| +0.1% | +$359 | 0.11% | 114 |
|
|
2019
Q2 | $318K | Buy |
2,528
+221
| +10% | +$27.8K | 0.13% | 110 |
|
|
2019
Q1 | $252K | Buy |
+2,307
| New | +$252K | 0.11% | 123 |
|