Nisa 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 | $81.1M | Buy |
254,166
+1,199
| +0.5% | +$382K | 0.37% | 35 |
|
|
2025
Q1 | $68.1M | Buy |
252,967
+1,120
| +0.4% | +$301K | 0.34% | 44 |
|
|
2024
Q4 | $74.7M | Sell |
251,847
-22,345
| -8% | -$6.63M | 0.29% | 44 |
|
|
2024
Q3 | $74.4M | Buy |
274,192
+9,471
| +4% | +$2.57M | 0.44% | 36 |
|
|
2024
Q2 | $61.3M | Buy |
264,721
+14,811
| +6% | +$3.43M | 0.39% | 43 |
|
|
2024
Q1 | $56.9M | Buy |
249,910
+314
| +0.1% | +$71.5K | 0.37% | 51 |
|
|
2023
Q4 | $46.8M | Sell |
249,596
-4,161
| -2% | -$780K | 0.33% | 59 |
|
|
2023
Q3 | $37.9M | Sell |
253,757
-4,683
| -2% | -$699K | 0.29% | 69 |
|
|
2023
Q2 | $45M | Sell |
258,440
-3,796
| -1% | -$661K | 0.33% | 57 |
|
|
2023
Q1 | $43.3M | Sell |
262,236
-71,759
| -21% | -$11.8M | 0.34% | 64 |
|
|
2022
Q4 | $49.3M | Buy |
333,995
+66,436
| +25% | +$9.82M | 0.39% | 52 |
|
|
2022
Q3 | $36.2M | Sell |
267,559
-19,467
| -7% | -$2.63M | 0.31% | 68 |
|
|
2022
Q2 | $39.8M | Buy |
287,026
+11,945
| +4% | +$1.66M | 0.35% | 61 |
|
|
2022
Q1 | $51.4M | Buy |
+275,081
| New | +$51.4M | 0.36% | 58 |
|
|
2021
Q4 | – | Sell |
-318,763
| Closed | -$53.4K | – | 2219 |
|
|
2021
Q3 | $53.4K | Sell |
318,763
-17,495
| -5% | -$2.93K | 0.32% | 64 |
|
|
2021
Q2 | $55.6K | Buy |
336,258
+32,421
| +11% | +$5.36K | 0.35% | 58 |
|
|
2021
Q1 | $43K | Sell |
303,837
-88,963
| -23% | -$12.6K | 0.27% | 77 |
|
|
2020
Q4 | $47.5M | Buy |
392,800
+9,091
| +2% | +$1.1M | 0.31% | 75 |
|
|
2020
Q3 | $38.5M | Buy |
383,709
+53,611
| +16% | +$5.37M | 0.31% | 70 |
|
|
2020
Q2 | $31.4M | Buy |
330,098
+1,355
| +0.4% | +$129K | 0.29% | 76 |
|
|
2020
Q1 | $28.1M | Buy |
328,743
+1,550
| +0.5% | +$133K | 0.31% | 70 |
|
|
2019
Q4 | $40.7M | Sell |
327,193
-36,128
| -10% | -$4.5M | 0.35% | 59 |
|
|
2019
Q3 | $43M | Buy |
363,321
+13,441
| +4% | +$1.59M | 0.38% | 50 |
|
|
2019
Q2 | $43.2M | Sell |
349,880
-25,680
| -7% | -$3.17M | 0.41% | 47 |
|
|
2019
Q1 | $41M | Buy |
375,560
+2,885
| +0.8% | +$315K | 0.4% | 54 |
|
|
2018
Q4 | $35.5M | Sell |
372,675
-16,704
| -4% | -$1.59M | 0.4% | 56 |
|
|
2018
Q3 | $41.5M | Buy |
389,379
+21,621
| +6% | +$2.3M | 0.38% | 55 |
|
|
2018
Q2 | $36M | Buy |
367,758
+20,276
| +6% | +$1.99M | 0.37% | 56 |
|
|
2018
Q1 | $32.7M | Sell |
347,482
-17,311
| -5% | -$1.63M | 0.34% | 64 |
|
|
2017
Q4 | $36.2M | Buy |
364,793
+8,311
| +2% | +$825K | 0.37% | 56 |
|
|
2017
Q3 | $32.2M | Sell |
356,482
-1,957
| -0.5% | -$177K | 0.36% | 59 |
|
|
2017
Q2 | $29.9M | Sell |
358,439
-21,271
| -6% | -$1.77M | 0.35% | 58 |
|
|
2017
Q1 | $30M | Sell |
379,710
-3,843
| -1% | -$304K | 0.36% | 58 |
|
|
2016
Q4 | $28.4M | Buy |
383,553
+14,820
| +4% | +$1.1M | 0.35% | 58 |
|
|
2016
Q3 | $23.6M | Sell |
368,733
-148
| -0% | -$9.48K | 0.31% | 68 |
|
|
2016
Q2 | $22.4M | Buy |
368,881
+9,958
| +3% | +$605K | 0.3% | 70 |
|
|
2016
Q1 | $22M | Sell |
358,923
-13,590
| -4% | -$834K | 0.32% | 67 |
|
|
2015
Q4 | $25.9M | Sell |
372,513
-8,500
| -2% | -$591K | 0.37% | 58 |
|
|
2015
Q3 | $28.3M | Buy |
381,013
+2,601
| +0.7% | +$193K | 0.43% | 47 |
|
|
2015
Q2 | $29.4M | Sell |
378,412
-14,158
| -4% | -$1.1M | 0.42% | 51 |
|
|
2015
Q1 | $30.7M | Sell |
392,570
-22,750
| -5% | -$1.78M | 0.42% | 50 |
|
|
2014
Q4 | $38.6M | Sell |
415,320
-11,949
| -3% | -$1.11M | 0.53% | 39 |
|
|
2014
Q3 | $37.4M | Sell |
427,269
-5,320
| -1% | -$466K | 0.52% | 39 |
|
|
2014
Q2 | $41M | Sell |
432,589
-1,589
| -0.4% | -$151K | 0.57% | 34 |
|
|
2014
Q1 | $39.1M | Sell |
434,178
-3,351
| -0.8% | -$302K | 0.55% | 35 |
|
|
2013
Q4 | $39.7M | Sell |
437,529
-7,509
| -2% | -$681K | 0.57% | 36 |
|
|
2013
Q3 | $33.6M | Sell |
445,038
-4,300
| -1% | -$325K | 0.51% | 40 |
|
|
2013
Q2 | $33.6M | Buy |
+449,338
| New | +$33.6M | 0.52% | 38 |
|