Obermeyer Wealth Partners’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 | $1.97M | Buy |
6,185
+81
| +1% | +$25.8K | 0.1% | 78 |
|
|
2025
Q1 | $1.64M | Sell |
6,104
-290
| -5% | -$78K | 0.09% | 77 |
|
|
2024
Q4 | $1.9M | Sell |
6,394
-399
| -6% | -$118K | 0.1% | 72 |
|
|
2024
Q3 | $1.84M | Sell |
6,793
-649
| -9% | -$176K | 0.1% | 78 |
|
|
2024
Q2 | $1.72M | Buy |
7,442
+532
| +8% | +$123K | 0.1% | 77 |
|
|
2024
Q1 | $1.57M | Buy |
6,910
+13
| +0.2% | +$2.96K | 0.09% | 77 |
|
|
2023
Q4 | $1.29M | Sell |
6,897
-343
| -5% | -$64.3K | 0.09% | 62 |
|
|
2023
Q3 | $1.08M | Hold |
7,240
| – | – | 0.08% | 61 |
|
|
2023
Q2 | $1.26M | Hold |
7,240
| – | – | 0.09% | 62 |
|
|
2023
Q1 | $1.19M | Sell |
7,240
-651
| -8% | -$107K | 0.09% | 64 |
|
|
2022
Q4 | $1.17M | Sell |
7,891
-322
| -4% | -$47.6K | 0.09% | 65 |
|
|
2022
Q3 | $1.11M | Hold |
8,213
| – | – | 0.09% | 66 |
|
|
2022
Q2 | $1.14M | Hold |
8,213
| – | – | 0.08% | 65 |
|
|
2022
Q1 | $1.54M | Hold |
8,213
| – | – | 0.09% | 60 |
|
|
2021
Q4 | $1.34M | Sell |
8,213
-473
| -5% | -$77.4K | 0.07% | 65 |
|
|
2021
Q3 | $1.46M | Buy |
8,686
+300
| +4% | +$50.3K | 0.08% | 56 |
|
|
2021
Q2 | $1.39M | Hold |
8,386
| – | – | 0.08% | 63 |
|
|
2021
Q1 | $1.19M | Buy |
8,386
+5,468
| +187% | +$773K | 0.07% | 66 |
|
|
2020
Q4 | $353K | Sell |
2,918
-325
| -10% | -$39.3K | 0.02% | 106 |
|
|
2020
Q3 | $325K | Hold |
3,243
| – | – | 0.02% | 110 |
|
|
2020
Q2 | $309K | Hold |
3,243
| – | – | 0.03% | 104 |
|
|
2020
Q1 | $278K | Sell |
3,243
-25
| -0.8% | -$2.14K | 0.03% | 96 |
|
|
2019
Q4 | $407K | Buy |
3,268
+17
| +0.5% | +$2.12K | 0.04% | 84 |
|
|
2019
Q3 | $385K | Buy |
3,251
+659
| +25% | +$78K | 0.04% | 88 |
|
|
2019
Q2 | $320K | Hold |
2,592
| – | – | 0.03% | 96 |
|
|
2019
Q1 | $283K | Hold |
2,592
| – | – | 0.03% | 98 |
|
|
2018
Q4 | $247K | Hold |
2,592
| – | – | 0.03% | 101 |
|
|
2018
Q3 | $276K | Hold |
2,592
| – | – | 0.02% | 101 |
|
|
2018
Q2 | $254K | Sell |
2,592
-400
| -13% | -$39.2K | 0.02% | 98 |
|
|
2018
Q1 | $279K | Hold |
2,992
| – | – | 0.03% | 95 |
|
|
2017
Q4 | $297K | Buy |
2,992
+592
| +25% | +$58.8K | 0.03% | 99 |
|
|
2017
Q3 | $217K | Sell |
2,400
-74
| -3% | -$6.69K | 0.02% | 112 |
|
|
2017
Q2 | $208K | Buy |
+2,474
| New | +$208K | 0.02% | 118 |
|
|
2013
Q3 | – | Sell |
-2,000
| Closed | -$150K | – | 74 |
|
|
2013
Q2 | $150K | Buy |
+2,000
| New | +$150K | 0.04% | 63 |
|