NorthCrest Asset Manangement’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
$26.6M Sell
81,091
-1,692
-2% -$555K 0.72% 36
2025
Q1
$22.3M Buy
82,783
+602
+0.7% +$162K 0.67% 40
2024
Q4
$24.4M Sell
82,181
-1,998
-2% -$593K 0.73% 34
2024
Q3
$22.8M Buy
84,179
+2,147
+3% +$582K 0.69% 39
2024
Q2
$19M Sell
82,032
-19,345
-19% -$4.48M 0.63% 40
2024
Q1
$23.1M Sell
101,377
-1,763
-2% -$401K 0.79% 35
2023
Q4
$19.3M Sell
103,140
-19,039
-16% -$3.57M 0.73% 37
2023
Q3
$18.2M Buy
122,179
+222
+0.2% +$33.1K 0.74% 38
2023
Q2
$21.2M Buy
121,957
+1,572
+1% +$274K 0.84% 28
2023
Q1
$19.9M Sell
120,385
-8,625
-7% -$1.42M 0.83% 31
2022
Q4
$19.1M Sell
129,010
-6,754
-5% -$998K 1.08% 23
2022
Q3
$18.3M Buy
135,764
+5,135
+4% +$693K 0.99% 19
2022
Q2
$18.1M Buy
130,629
+17,445
+15% +$2.42M 0.93% 25
2022
Q1
$21.2M Buy
113,184
+97,516
+622% +$18.2M 1% 22
2021
Q4
$2.56M Buy
+15,668
New +$2.56M 0.14% 135