Moneta Group Investment Advisors’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 | $3.24M | Buy |
10,149
+194
| +2% | +$61.9K | 0.04% | 171 |
|
|
2025
Q1 | $2.68M | Buy |
9,955
+1,469
| +17% | +$395K | 0.04% | 177 |
|
|
2024
Q4 | $2.52M | Sell |
8,486
-82
| -1% | -$24.3K | 0.04% | 184 |
|
|
2024
Q3 | $2.32M | Sell |
8,568
-508
| -6% | -$138K | 0.03% | 183 |
|
|
2024
Q2 | $2.1M | Buy |
9,076
+399
| +5% | +$92.4K | 0.03% | 184 |
|
|
2024
Q1 | $1.98M | Buy |
8,677
+1,155
| +15% | +$263K | 0.03% | 190 |
|
|
2023
Q4 | $1.41M | Sell |
7,522
-3,014
| -29% | -$565K | 0.03% | 200 |
|
|
2023
Q3 | $1.57M | Sell |
10,536
-2,604
| -20% | -$388K | 0.04% | 185 |
|
|
2023
Q2 | $2.29M | Buy |
13,140
+244
| +2% | +$42.5K | 0.05% | 153 |
|
|
2023
Q1 | $2.13M | Buy |
12,896
+3,413
| +36% | +$563K | 0.05% | 153 |
|
|
2022
Q4 | $1.66M | Sell |
9,483
-2,125
| -18% | -$372K | 0.05% | 165 |
|
|
2022
Q3 | $1.57M | Sell |
11,608
-2,077
| -15% | -$280K | 0.06% | 150 |
|
|
2022
Q2 | $1.9M | Buy |
13,685
+4,337
| +46% | +$601K | 0.06% | 147 |
|
|
2022
Q1 | $1.75M | Buy |
9,348
+4,868
| +109% | +$910K | 0.07% | 148 |
|
|
2021
Q4 | $733K | Buy |
4,480
+385
| +9% | +$63K | 0.03% | 245 |
|
|
2021
Q3 | $686K | Sell |
4,095
-365
| -8% | -$61.1K | 0.03% | 237 |
|
|
2021
Q2 | $737K | Buy |
4,460
+289
| +7% | +$47.8K | 0.03% | 230 |
|
|
2021
Q1 | $590K | Buy |
4,171
+85
| +2% | +$12K | 0.03% | 236 |
|
|
2020
Q4 | $494K | Buy |
4,086
+156
| +4% | +$18.9K | 0.04% | 195 |
|
|
2020
Q3 | $394K | Sell |
3,930
-1,375
| -26% | -$138K | 0.03% | 191 |
|
|
2020
Q2 | $505K | Buy |
5,305
+1,450
| +38% | +$138K | 0.05% | 157 |
|
|
2020
Q1 | $330K | Sell |
3,855
-2,065
| -35% | -$177K | 0.03% | 192 |
|
|
2019
Q4 | $737K | Sell |
5,920
-159
| -3% | -$19.8K | 0.06% | 143 |
|
|
2019
Q3 | $719K | Buy |
6,079
+133
| +2% | +$15.7K | 0.07% | 142 |
|
|
2019
Q2 | $734K | Sell |
5,946
-257
| -4% | -$31.7K | 0.07% | 132 |
|
|
2019
Q1 | $678K | Buy |
6,203
+223
| +4% | +$24.4K | 0.07% | 121 |
|
|
2018
Q4 | $570K | Buy |
5,980
+86
| +1% | +$8.2K | 0.07% | 130 |
|
|
2018
Q3 | $628K | Buy |
5,894
+153
| +3% | +$16.3K | 0.06% | 132 |
|
|
2018
Q2 | $563K | Sell |
5,741
-23
| -0.4% | -$2.26K | 0.06% | 160 |
|
|
2018
Q1 | $538K | Buy |
5,764
+57
| +1% | +$5.32K | 0.07% | 116 |
|
|
2017
Q4 | $567K | Hold |
5,707
| – | – | 0.09% | 109 |
|
|
2017
Q3 | $516K | Buy |
5,707
+7
| +0.1% | +$633 | 0.08% | 113 |
|
|
2017
Q2 | $480K | Hold |
5,700
| – | – | 0.08% | 126 |
|
|
2017
Q1 | $451K | Sell |
5,700
-618
| -10% | -$48.9K | 0.09% | 92 |
|
|
2016
Q4 | $468K | Buy |
6,318
+468
| +8% | +$34.7K | 0.1% | 94 |
|
|
2016
Q3 | $375K | Sell |
5,850
-50
| -0.8% | -$3.21K | 0.09% | 95 |
|
|
2016
Q2 | $358K | Hold |
5,900
| – | – | 0.08% | 127 |
|
|
2016
Q1 | $362K | Buy |
5,900
+2,700
| +84% | +$166K | 0.08% | 122 |
|
|
2015
Q4 | $223K | Buy |
3,200
+200
| +7% | +$13.9K | 0.05% | 125 |
|
|
2015
Q3 | $222K | Sell |
3,000
-2,400
| -44% | -$178K | 0.06% | 120 |
|
|
2015
Q2 | $420K | Sell |
5,400
-4,500
| -45% | -$350K | 0.13% | 85 |
|
|
2015
Q1 | $773K | Buy |
9,900
+300
| +3% | +$23.4K | 0.33% | 58 |
|
|
2014
Q4 | $893K | Buy |
9,600
+200
| +2% | +$18.6K | 0.43% | 38 |
|
|
2014
Q3 | $823K | Buy |
9,400
+500
| +6% | +$43.8K | 0.43% | 36 |
|
|
2014
Q2 | $844K | Buy |
8,900
+3,000
| +51% | +$284K | 0.45% | 35 |
|
|
2014
Q1 | $531K | Hold |
5,900
| – | – | 0.31% | 52 |
|
|
2013
Q4 | $535K | Buy |
5,900
+400
| +7% | +$36.3K | 0.32% | 55 |
|
|
2013
Q3 | $415K | Hold |
5,500
| – | – | 0.27% | 67 |
|
|
2013
Q2 | $411K | Buy |
+5,500
| New | +$411K | 0.29% | 61 |
|