NewEdge 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 | $23.1M | Buy |
72,277
+6,278
| +10% | +$2M | 0.12% | 174 |
|
|
2025
Q1 | $17.8M | Sell |
65,999
-5,777
| -8% | -$1.55M | 0.11% | 196 |
|
|
2024
Q4 | $21.3M | Sell |
71,776
-1,392
| -2% | -$413K | 0.13% | 164 |
|
|
2024
Q3 | $19.8M | Buy |
73,168
+9,145
| +14% | +$2.48M | 0.13% | 171 |
|
|
2024
Q2 | $14.8M | Buy |
64,023
+2,515
| +4% | +$582K | 0.11% | 188 |
|
|
2024
Q1 | $14M | Buy |
61,508
+6,938
| +13% | +$1.58M | 0.12% | 176 |
|
|
2023
Q4 | $10.2M | Sell |
54,570
-1,607
| -3% | -$300K | 0.1% | 208 |
|
|
2023
Q3 | $8.38M | Buy |
56,177
+18,958
| +51% | +$2.83M | 0.09% | 216 |
|
|
2023
Q2 | $6.48M | Sell |
37,219
-3,420
| -8% | -$596K | 0.07% | 261 |
|
|
2023
Q1 | $6.56M | Buy |
40,639
+2,761
| +7% | +$446K | 0.08% | 242 |
|
|
2022
Q4 | $3.18M | Buy |
37,878
+9,685
| +34% | +$812K | 0.09% | 251 |
|
|
2022
Q3 | $3.8M | Sell |
28,193
-705
| -2% | -$95.1K | 0.06% | 281 |
|
|
2022
Q2 | $4.01M | Buy |
28,898
+4,584
| +19% | +$635K | 0.07% | 276 |
|
|
2022
Q1 | $4.55M | Buy |
24,314
+3,425
| +16% | +$641K | 0.07% | 252 |
|
|
2021
Q4 | $3.42M | Buy |
20,889
+13,448
| +181% | +$2.2M | 0.05% | 313 |
|
|
2021
Q3 | $1.25M | Sell |
7,441
-2,414
| -24% | -$405K | 0.03% | 449 |
|
|
2021
Q2 | $1.63M | Buy |
9,855
+1,160
| +13% | +$192K | 0.04% | 353 |
|
|
2021
Q1 | $1.23M | Sell |
8,695
-6,659
| -43% | -$942K | 0.04% | 396 |
|
|
2020
Q4 | $1.86M | Buy |
15,354
+196
| +1% | +$23.7K | 0.06% | 275 |
|
|
2020
Q3 | $1.52M | Sell |
15,158
-3,013
| -17% | -$302K | 0.05% | 293 |
|
|
2020
Q2 | $1.73M | Buy |
18,171
+2,972
| +20% | +$283K | 0.07% | 246 |
|
|
2020
Q1 | $1.3M | Buy |
15,199
+5,472
| +56% | +$468K | 0.06% | 261 |
|
|
2019
Q4 | $1.21M | Buy |
9,727
+246
| +3% | +$30.6K | 0.05% | 326 |
|
|
2019
Q3 | $1.12M | Sell |
9,481
-1,605
| -14% | -$190K | 0.05% | 324 |
|
|
2019
Q2 | $1.37M | Sell |
11,086
-21
| -0.2% | -$2.59K | 0.08% | 232 |
|
|
2019
Q1 | $1.21M | Buy |
11,107
+588
| +6% | +$64.3K | 0.08% | 244 |
|
|
2018
Q4 | $1K | Buy |
10,519
+2,230
| +27% | +$213 | 0.06% | 255 |
|
|
2018
Q3 | $883K | Buy |
8,289
+280
| +3% | +$29.8K | 0.07% | 252 |
|
|
2018
Q2 | $793 | Buy |
8,009
+467
| +6% | +$46 | 0.07% | 237 |
|
|
2018
Q1 | $686K | Buy |
7,542
+844
| +13% | +$76.8K | 0.08% | 231 |
|
|
2017
Q4 | $671K | Buy |
6,698
+443
| +7% | +$44.4K | 0.09% | 201 |
|
|
2017
Q3 | $573K | Buy |
6,255
+2,258
| +56% | +$207K | 0.09% | 198 |
|
|
2017
Q2 | $337K | Buy |
3,997
+340
| +9% | +$28.7K | 0.06% | 241 |
|
|
2017
Q1 | $283K | Buy |
3,657
+140
| +4% | +$10.8K | 0.06% | 219 |
|
|
2016
Q4 | $268K | Buy |
3,517
+190
| +6% | +$14.5K | 0.07% | 205 |
|
|
2016
Q3 | $213K | Buy |
+3,327
| New | +$213K | 0.07% | 197 |
|