Mutual 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 | $2.31M | Buy |
7,409
+804
| +12% | +$251K | 0.06% | 284 |
|
|
2025
Q1 | $1.75M | Sell |
6,605
-1,654
| -20% | -$438K | 0.05% | 314 |
|
|
2024
Q4 | $2.57M | Buy |
8,259
+410
| +5% | +$128K | 0.07% | 229 |
|
|
2024
Q3 | $2.12M | Buy |
7,849
+794
| +11% | +$214K | 0.06% | 267 |
|
|
2024
Q2 | $1.75M | Buy |
7,055
+60
| +0.9% | +$14.9K | 0.05% | 305 |
|
|
2024
Q1 | $1.59M | Buy |
6,995
+949
| +16% | +$216K | 0.05% | 330 |
|
|
2023
Q4 | $1.13M | Sell |
6,046
-921
| -13% | -$173K | 0.04% | 417 |
|
|
2023
Q3 | $1.04M | Buy |
6,967
+558
| +9% | +$83.2K | 0.04% | 410 |
|
|
2023
Q2 | $1.12M | Buy |
6,409
+296
| +5% | +$51.6K | 0.04% | 403 |
|
|
2023
Q1 | $1.01M | Buy |
6,113
+446
| +8% | +$73.6K | 0.04% | 422 |
|
|
2022
Q4 | $837K | Sell |
5,667
-1,234
| -18% | -$182K | 0.04% | 461 |
|
|
2022
Q3 | $931K | Buy |
6,901
+720
| +12% | +$97.1K | 0.05% | 382 |
|
|
2022
Q2 | $857K | Sell |
6,181
-1,138
| -16% | -$158K | 0.06% | 379 |
|
|
2022
Q1 | $1.37M | Sell |
7,319
-174
| -2% | -$32.5K | 0.08% | 282 |
|
|
2021
Q4 | $1.23M | Buy |
7,493
+242
| +3% | +$39.6K | 0.06% | 334 |
|
|
2021
Q3 | $1.22M | Sell |
7,251
-17
| -0.2% | -$2.85K | 0.07% | 315 |
|
|
2021
Q2 | $1.2M | Buy |
7,268
+125
| +2% | +$20.7K | 0.07% | 320 |
|
|
2021
Q1 | $1.01M | Sell |
7,143
-1,860
| -21% | -$263K | 0.07% | 321 |
|
|
2020
Q4 | $1.09M | Buy |
9,003
+1,542
| +21% | +$187K | 0.08% | 284 |
|
|
2020
Q3 | $748K | Buy |
7,461
+504
| +7% | +$50.5K | 0.06% | 322 |
|
|
2020
Q2 | $662K | Sell |
6,957
-1,434
| -17% | -$136K | 0.07% | 308 |
|
|
2020
Q1 | $718K | Buy |
8,391
+274
| +3% | +$23.4K | 0.1% | 222 |
|
|
2019
Q4 | $1.01M | Sell |
8,117
-73
| -0.9% | -$9.08K | 0.11% | 228 |
|
|
2019
Q3 | $969K | Sell |
8,190
-1,932
| -19% | -$229K | 0.13% | 201 |
|
|
2019
Q2 | $1.25M | Buy |
10,122
+904
| +10% | +$112K | 0.16% | 160 |
|
|
2019
Q1 | $1.01M | Buy |
9,218
+943
| +11% | +$103K | 0.15% | 170 |
|
|
2018
Q4 | $789K | Buy |
8,275
+1,230
| +17% | +$117K | 0.16% | 164 |
|
|
2018
Q3 | $750K | Buy |
7,045
+5
| +0.1% | +$532 | 0.11% | 219 |
|
|
2018
Q2 | $690K | Buy |
7,040
+304
| +5% | +$29.8K | 0.16% | 196 |
|
|
2018
Q1 | $628K | Buy |
6,736
+4,174
| +163% | +$389K | 0.16% | 207 |
|
|
2017
Q4 | $254K | Buy |
+2,562
| New | +$254K | 0.1% | 236 |
|