Mount Yale 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 | $1.41M | Buy |
4,431
+270
| +6% | +$86.1K | 0.11% | 160 |
|
|
2025
Q1 | $1.12M | Sell |
4,161
-469
| -10% | -$126K | 0.1% | 180 |
|
|
2024
Q4 | $1.37M | Buy |
4,630
+956
| +26% | +$284K | 0.11% | 158 |
|
|
2024
Q3 | $996K | Sell |
3,674
-802
| -18% | -$218K | 0.1% | 198 |
|
|
2024
Q2 | $1.04M | Buy |
4,476
+32
| +0.7% | +$7.41K | 0.08% | 201 |
|
|
2024
Q1 | $1.01M | Buy |
4,444
+1,265
| +40% | +$288K | 0.08% | 219 |
|
|
2023
Q4 | $596K | Buy |
3,179
+610
| +24% | +$114K | 0.06% | 286 |
|
|
2023
Q3 | $383K | Buy |
+2,569
| New | +$383K | 0.04% | 350 |
|
|
2021
Q1 | – | Sell |
-47,880
| Closed | -$5.79M | – | 410 |
|
|
2020
Q4 | $5.79M | Sell |
47,880
-2,040
| -4% | -$247K | 0.81% | 19 |
|
|
2020
Q3 | $5M | Sell |
49,920
-2,175
| -4% | -$218K | 0.71% | 25 |
|
|
2020
Q2 | $4.96M | Buy |
+52,095
| New | +$4.96M | 0.89% | 25 |
|
|
2018
Q4 | – | Sell |
-2,331
| Closed | -$250K | – | 355 |
|
|
2018
Q3 | $250K | Sell |
2,331
-566
| -20% | -$60.7K | 0.04% | 280 |
|
|
2018
Q2 | $284K | Buy |
2,897
+383
| +15% | +$37.5K | 0.05% | 260 |
|
|
2018
Q1 | $235K | Buy |
+2,514
| New | +$235K | 0.05% | 272 |
|