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 |
|