MV Capital Management’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 | $482K | Sell |
1,510
-12
| -0.8% | -$3.83K | 0.05% | 120 |
|
|
2025
Q1 | $409K | Hold |
1,522
| – | – | 0.04% | 128 |
|
|
2024
Q4 | $452K | Buy |
1,522
+1
| +0.1% | +$297 | 0.05% | 122 |
|
|
2024
Q3 | $412K | Buy |
1,521
+11
| +0.7% | +$2.98K | 0.04% | 131 |
|
|
2024
Q2 | $350K | Buy |
1,510
+10
| +0.7% | +$2.32K | 0.04% | 133 |
|
|
2024
Q1 | $342K | Buy |
1,500
+6
| +0.4% | +$1.37K | 0.04% | 133 |
|
|
2023
Q4 | $280K | Sell |
1,494
-43
| -3% | -$8.06K | 0.04% | 141 |
|
|
2023
Q3 | $229K | Buy |
1,537
+6
| +0.4% | +$895 | 0.03% | 145 |
|
|
2023
Q2 | $267K | Buy |
1,531
+8
| +0.5% | +$1.39K | 0.04% | 138 |
|
|
2023
Q1 | $251K | Buy |
1,523
+15
| +1% | +$2.47K | 0.04% | 137 |
|
|
2022
Q4 | $223K | Buy |
1,508
+115
| +8% | +$17K | 0.03% | 125 |
|
|
2022
Q3 | $188K | Buy |
1,393
+70
| +5% | +$9.45K | 0.03% | 126 |
|
|
2022
Q2 | $183K | Sell |
1,323
-80
| -6% | -$11.1K | 0.03% | 133 |
|
|
2022
Q1 | $262K | Buy |
1,403
+98
| +8% | +$18.3K | 0.04% | 126 |
|
|
2021
Q4 | $213K | Buy |
1,305
+3
| +0.2% | +$490 | 0.03% | 132 |
|
|
2021
Q3 | $218K | Buy |
1,302
+71
| +6% | +$11.9K | 0.04% | 123 |
|
|
2021
Q2 | $203K | Buy |
1,231
+88
| +8% | +$14.5K | 0.03% | 121 |
|
|
2021
Q1 | $162K | Buy |
1,143
+17
| +2% | +$2.41K | 0.03% | 125 |
|
|
2020
Q4 | $136K | Hold |
1,126
| – | – | 0.03% | 121 |
|
|
2020
Q3 | $113K | Hold |
1,126
| – | – | 0.02% | 119 |
|
|
2020
Q2 | $107K | Hold |
1,126
| – | – | 0.03% | 120 |
|
|
2020
Q1 | $96K | Hold |
1,126
| – | – | 0.03% | 123 |
|
|
2019
Q4 | $140K | Hold |
1,126
| – | – | 0.03% | 124 |
|
|
2019
Q3 | $133K | Hold |
1,126
| – | – | 0.03% | 125 |
|
|
2019
Q2 | $139K | Hold |
1,126
| – | – | 0.03% | 118 |
|
|
2019
Q1 | $123K | Sell |
1,126
-13
| -1% | -$1.42K | 0.03% | 120 |
|
|
2018
Q4 | $109K | Hold |
1,139
| – | – | 0.03% | 124 |
|
|
2018
Q3 | $121K | Hold |
1,139
| – | – | 0.03% | 123 |
|
|
2018
Q2 | $112K | Sell |
1,139
-98
| -8% | -$9.64K | 0.03% | 127 |
|
|
2018
Q1 | $115K | Sell |
1,237
-120
| -9% | -$11.2K | 0.03% | 128 |
|
|
2017
Q4 | $135K | Sell |
1,357
-79
| -6% | -$7.86K | 0.04% | 122 |
|
|
2017
Q3 | $130K | Sell |
1,436
-12
| -0.8% | -$1.09K | 0.04% | 120 |
|
|
2017
Q2 | $122K | Buy |
1,448
+49
| +4% | +$4.13K | 0.04% | 123 |
|
|
2017
Q1 | $111K | Buy |
1,399
+33
| +2% | +$2.62K | 0.03% | 126 |
|
|
2016
Q4 | $101K | Buy |
1,366
+63
| +5% | +$4.66K | 0.04% | 121 |
|
|
2016
Q3 | $83K | Buy |
1,303
+105
| +9% | +$6.69K | 0.03% | 128 |
|
|
2016
Q2 | $73K | Buy |
1,198
+24
| +2% | +$1.46K | 0.03% | 138 |
|
|
2016
Q1 | $72K | Hold |
1,174
| – | – | 0.03% | 137 |
|
|
2015
Q4 | $82K | Hold |
1,174
| – | – | 0.03% | 133 |
|
|
2015
Q3 | $87K | Hold |
1,174
| – | – | 0.04% | 121 |
|
|
2015
Q2 | $91K | Sell |
1,174
-34
| -3% | -$2.64K | 0.04% | 131 |
|
|
2015
Q1 | $94K | Hold |
1,208
| – | – | 0.04% | 115 |
|
|
2014
Q4 | $112K | Buy |
+1,208
| New | +$112K | 0.05% | 100 |
|