NFJ Investment 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 | $1.51M | Buy |
+4,729
| New | +$1.51M | 0.05% | 223 |
|
|
2023
Q3 | – | Sell |
-6,929
| Closed | -$1.21M | – | 214 |
|
|
2023
Q2 | $1.21M | Sell |
6,929
-2,629
| -28% | -$458K | 0.03% | 213 |
|
|
2023
Q1 | $1.58M | Sell |
9,558
-500
| -5% | -$82.5K | 0.04% | 235 |
|
|
2022
Q4 | $1.49M | Sell |
10,058
-8,213
| -45% | -$1.21M | 0.04% | 251 |
|
|
2022
Q3 | $2.47M | Sell |
18,271
-17,156
| -48% | -$2.31M | 0.06% | 250 |
|
|
2022
Q2 | $4.91M | Hold |
35,427
| – | – | 0.12% | 174 |
|
|
2022
Q1 | $6.63M | Hold |
35,427
| – | – | 0.13% | 166 |
|
|
2021
Q4 | $5.8M | Hold |
35,427
| – | – | 0.11% | 200 |
|
|
2021
Q3 | $5.94M | Sell |
35,427
-1,839
| -5% | -$308K | 0.12% | 191 |
|
|
2021
Q2 | $6.16M | Sell |
37,266
-466
| -1% | -$77K | 0.12% | 203 |
|
|
2021
Q1 | $5.34M | Buy |
+37,732
| New | +$5.34M | 0.11% | 230 |
|