Merit 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 | $11.9M | Buy |
37,397
+16,581
| +80% | +$5.29M | 0.13% | 119 |
|
|
2025
Q1 | $5.6M | Buy |
20,816
+2,819
| +16% | +$758K | 0.08% | 200 |
|
|
2024
Q4 | $5.34M | Buy |
17,997
+3,875
| +27% | +$1.15M | 0.1% | 174 |
|
|
2024
Q3 | $3.83M | Buy |
14,122
+516
| +4% | +$140K | 0.09% | 183 |
|
|
2024
Q2 | $3.15M | Buy |
13,606
+1,474
| +12% | +$341K | 0.07% | 207 |
|
|
2024
Q1 | $2.8M | Buy |
12,132
+6,064
| +100% | +$1.4M | 0.07% | 221 |
|
|
2023
Q4 | $1.14M | Sell |
6,068
-2,240
| -27% | -$420K | 0.03% | 281 |
|
|
2023
Q3 | $1.24M | Sell |
8,308
-541
| -6% | -$80.7K | 0.04% | 286 |
|
|
2023
Q2 | $1.54M | Buy |
8,849
+1,255
| +17% | +$219K | 0.05% | 261 |
|
|
2023
Q1 | $1.25M | Sell |
7,594
-138
| -2% | -$22.8K | 0.05% | 257 |
|
|
2022
Q4 | $1.14M | Buy |
7,732
+491
| +7% | +$72.5K | 0.04% | 274 |
|
|
2022
Q3 | $977K | Buy |
7,241
+28
| +0.4% | +$3.78K | 0.04% | 247 |
|
|
2022
Q2 | $1M | Buy |
7,213
+5,274
| +272% | +$731K | 0.03% | 253 |
|
|
2022
Q1 | $363K | Buy |
1,939
+193
| +11% | +$36.1K | 0.02% | 276 |
|
|
2021
Q4 | $286K | Sell |
1,746
-231
| -12% | -$37.8K | 0.03% | 230 |
|
|
2021
Q3 | $331K | Buy |
1,977
+200
| +11% | +$33.5K | 0.03% | 195 |
|
|
2021
Q2 | $294K | Sell |
1,777
-190
| -10% | -$31.4K | 0.03% | 212 |
|
|
2021
Q1 | $278K | Sell |
1,967
-200
| -9% | -$28.3K | 0.03% | 198 |
|
|
2020
Q4 | $262K | Hold |
2,167
| – | – | 0.03% | 181 |
|
|
2020
Q3 | $217K | Sell |
2,167
-125
| -5% | -$12.5K | 0.02% | 203 |
|
|
2020
Q2 | $218K | Sell |
2,292
-309
| -12% | -$29.4K | 0.02% | 192 |
|
|
2020
Q1 | $223K | Buy |
2,601
+120
| +5% | +$10.3K | 0.02% | 191 |
|
|
2019
Q4 | $309K | Buy |
+2,481
| New | +$309K | 0.03% | 184 |
|