Monte 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 | $1.83M | Buy |
5,729
+60
| +1% | +$19.1K | 0.71% | 43 |
|
|
2025
Q1 | $1.42M | Sell |
5,669
-15
| -0.3% | -$3.77K | 0.62% | 43 |
|
|
2024
Q4 | $1.69M | Sell |
5,684
-303
| -5% | -$89.9K | 0.72% | 39 |
|
|
2024
Q3 | $1.62M | Sell |
5,987
-1,013
| -14% | -$275K | 0.67% | 39 |
|
|
2024
Q2 | $1.62M | Sell |
7,000
-50
| -0.7% | -$11.6K | 0.72% | 39 |
|
|
2024
Q1 | $1.61M | Sell |
7,050
-25
| -0.4% | -$5.69K | 0.7% | 36 |
|
|
2023
Q4 | $1.33M | Sell |
7,075
-151
| -2% | -$28.3K | 0.62% | 39 |
|
|
2023
Q3 | $1.08M | Sell |
7,226
-23
| -0.3% | -$3.43K | 0.55% | 41 |
|
|
2023
Q2 | $1.26M | Buy |
7,249
+83
| +1% | +$14.5K | 0.62% | 38 |
|
|
2023
Q1 | $1.18M | Buy |
7,166
+227
| +3% | +$37.4K | 0.62% | 38 |
|
|
2022
Q4 | $1.03M | Buy |
6,939
+339
| +5% | +$50.1K | 0.53% | 37 |
|
|
2022
Q3 | $890K | Buy |
6,600
+100
| +2% | +$13.5K | 0.55% | 35 |
|
|
2022
Q2 | $901K | Buy |
6,500
+564
| +10% | +$78.2K | 0.53% | 36 |
|
|
2022
Q1 | $1.11M | Sell |
5,936
-19
| -0.3% | -$3.55K | 0.59% | 35 |
|
|
2021
Q4 | $974K | Sell |
5,955
-57
| -0.9% | -$9.32K | 0.51% | 40 |
|
|
2021
Q3 | $1.01M | Sell |
6,012
-73
| -1% | -$12.2K | 0.58% | 40 |
|
|
2021
Q2 | $1.01M | Sell |
6,085
-979
| -14% | -$162K | 0.57% | 38 |
|
|
2021
Q1 | $999K | Sell |
7,064
-517
| -7% | -$73.1K | 0.61% | 38 |
|
|
2020
Q4 | $917K | Sell |
7,581
-845
| -10% | -$102K | 0.62% | 38 |
|
|
2020
Q3 | $845K | Sell |
8,426
-202
| -2% | -$20.3K | 0.64% | 38 |
|
|
2020
Q2 | $821K | Buy |
8,628
+2,030
| +31% | +$193K | 0.65% | 37 |
|
|
2020
Q1 | $565K | Sell |
6,598
-210
| -3% | -$18K | 0.55% | 42 |
|
|
2019
Q4 | $848K | Buy |
6,808
+245
| +4% | +$30.5K | 0.62% | 38 |
|
|
2019
Q3 | $776K | Sell |
6,563
-199
| -3% | -$23.5K | 0.63% | 38 |
|
|
2019
Q2 | $835K | Hold |
6,762
| – | – | 0.71% | 37 |
|
|
2019
Q1 | $739K | Sell |
6,762
-11
| -0.2% | -$1.2K | 0.65% | 36 |
|
|
2018
Q4 | $646K | Sell |
6,773
-78
| -1% | -$7.44K | 0.68% | 37 |
|
|
2018
Q3 | $730K | Buy |
6,851
+289
| +4% | +$30.8K | 0.68% | 35 |
|
|
2018
Q2 | $643K | Buy |
6,562
+140
| +2% | +$13.7K | 0.65% | 35 |
|
|
2018
Q1 | $599K | Sell |
6,422
-99
| -2% | -$9.23K | 0.63% | 35 |
|
|
2017
Q4 | $648K | Buy |
+6,521
| New | +$648K | 0.66% | 36 |
|