Novare Capital Management’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 | $283K | Sell |
887
-232
| -21% | -$74K | 0.02% | 170 |
|
|
2025
Q1 | $301K | Sell |
1,119
-85
| -7% | -$22.9K | 0.03% | 165 |
|
|
2024
Q4 | $357K | Buy |
1,204
+82
| +7% | +$24.3K | 0.03% | 150 |
|
|
2024
Q3 | $304K | Hold |
1,122
| – | – | 0.03% | 156 |
|
|
2024
Q2 | $260K | Sell |
1,122
-55
| -5% | -$12.7K | 0.02% | 162 |
|
|
2024
Q1 | $268K | Buy |
+1,177
| New | +$268K | 0.02% | 153 |
|
|
2016
Q2 | – | Sell |
-5,405
| Closed | -$332K | – | 109 |
|
|
2016
Q1 | $332K | Sell |
5,405
-35,996
| -87% | -$2.21M | 0.09% | 100 |
|
|
2015
Q4 | $2.88M | Sell |
41,401
-27,988
| -40% | -$1.95M | 0.79% | 53 |
|
|
2015
Q3 | $5.14M | Buy |
69,389
+45
| +0.1% | +$3.34K | 1.42% | 32 |
|
|
2015
Q2 | $5.39M | Buy |
69,344
+2,142
| +3% | +$166K | 1.33% | 33 |
|
|
2015
Q1 | $5.25M | Buy |
67,202
+13,315
| +25% | +$1.04M | 1.3% | 38 |
|
|
2014
Q4 | $5.01M | Buy |
53,887
+2,110
| +4% | +$196K | 1.25% | 37 |
|
|
2014
Q3 | $4.53M | Buy |
51,777
+3,065
| +6% | +$268K | 1.11% | 42 |
|
|
2014
Q2 | $4.62M | Buy |
48,712
+965
| +2% | +$91.5K | 1.12% | 41 |
|
|
2014
Q1 | $4.3M | Sell |
47,747
-1,266
| -3% | -$114K | 1.15% | 39 |
|
|
2013
Q4 | $4.45M | Sell |
49,013
-1,190
| -2% | -$108K | 1.23% | 36 |
|
|
2013
Q3 | $3.79M | Sell |
50,203
-9,011
| -15% | -$680K | 1.18% | 36 |
|
|
2013
Q2 | $4.43M | Buy |
+59,214
| New | +$4.43M | 1.49% | 23 |
|