MML Investors Services’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 | $27M | Buy |
84,521
+6,175
| +8% | +$1.97M | 0.08% | 251 |
|
|
2025
Q1 | $21.1M | Buy |
78,346
+338
| +0.4% | +$90.9K | 0.07% | 283 |
|
|
2024
Q4 | $23.2M | Sell |
78,008
-3,335
| -4% | -$990K | 0.08% | 247 |
|
|
2024
Q3 | $22.1M | Buy |
81,343
+4,042
| +5% | +$1.1M | 0.08% | 248 |
|
|
2024
Q2 | $17.9M | Sell |
77,301
-19,774
| -20% | -$4.58M | 0.07% | 265 |
|
|
2024
Q1 | $22.1M | Buy |
97,075
+2,060
| +2% | +$469K | 0.09% | 227 |
|
|
2023
Q4 | $17.8M | Buy |
95,015
+8,488
| +10% | +$1.59M | 0.08% | 246 |
|
|
2023
Q3 | $12.9M | Buy |
86,527
+3,189
| +4% | +$476K | 0.07% | 272 |
|
|
2023
Q2 | $14.5M | Buy |
+83,338
| New | +$14.5M | 0.08% | 251 |
|
|
2023
Q1 | – | Sell |
-71,149
| Closed | -$10.5M | – | 2076 |
|
|
2022
Q4 | $10.5M | Buy |
71,149
+1,629
| +2% | +$241K | 0.07% | 288 |
|
|
2022
Q3 | $9.38M | Buy |
69,520
+896
| +1% | +$121K | 0.07% | 273 |
|
|
2022
Q2 | $9.51M | Sell |
68,624
-6,411
| -9% | -$889K | 0.07% | 269 |
|
|
2022
Q1 | $14M | Buy |
75,035
+2,961
| +4% | +$554K | 0.1% | 218 |
|
|
2021
Q4 | $11.8M | Buy |
72,074
+33,672
| +88% | +$5.51M | 0.08% | 251 |
|
|
2021
Q3 | $6.43M | Buy |
38,402
+1,476
| +4% | +$247K | 0.05% | 350 |
|
|
2021
Q2 | $6.1M | Buy |
36,926
+582
| +2% | +$96.2K | 0.05% | 350 |
|
|
2021
Q1 | $5.14M | Sell |
36,344
-1,060
| -3% | -$150K | 0.05% | 359 |
|
|
2020
Q4 | $4.52M | Sell |
37,404
-6,061
| -14% | -$733K | 0.05% | 340 |
|
|
2020
Q3 | $4.36M | Sell |
43,465
-26,728
| -38% | -$2.68M | 0.05% | 291 |
|
|
2020
Q2 | $6.68M | Buy |
70,193
+7,734
| +12% | +$736K | 0.09% | 223 |
|
|
2020
Q1 | $5.35M | Buy |
62,459
+10,829
| +21% | +$927K | 0.09% | 220 |
|
|
2019
Q4 | $6.43M | Buy |
51,630
+9,444
| +22% | +$1.18M | 0.09% | 227 |
|
|
2019
Q3 | $4.99M | Sell |
42,186
-18,322
| -30% | -$2.17M | 0.08% | 240 |
|
|
2019
Q2 | $7.47M | Buy |
60,508
+3,899
| +7% | +$481K | 0.11% | 209 |
|
|
2019
Q1 | $6.19M | Buy |
56,609
+20,567
| +57% | +$2.25M | 0.1% | 221 |
|
|
2018
Q4 | $3.44M | Buy |
36,042
+2,939
| +9% | +$280K | 0.06% | 298 |
|
|
2018
Q3 | $3.53M | Buy |
33,103
+11,631
| +54% | +$1.24M | 0.06% | 294 |
|
|
2018
Q2 | $2.1M | Buy |
21,472
+4,044
| +23% | +$396K | 0.05% | 336 |
|
|
2018
Q1 | $1.63M | Sell |
17,428
-1,187
| -6% | -$111K | 0.03% | 398 |
|
|
2017
Q4 | $1.85M | Buy |
18,615
+76
| +0.4% | +$7.55K | 0.04% | 368 |
|
|
2017
Q3 | $1.68M | Buy |
18,539
+2,238
| +14% | +$202K | 0.03% | 376 |
|
|
2017
Q2 | $1.37M | Buy |
16,301
+5,238
| +47% | +$441K | 0.03% | 418 |
|
|
2017
Q1 | $875K | Buy |
+11,063
| New | +$875K | 0.02% | 305 |
|