Oldfather Financial Services’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 | $2.4M | Sell |
7,513
-4
| -0.1% | -$1.28K | 0.82% | 21 |
|
|
2025
Q1 | $2.02M | Buy |
7,517
+2
| +0% | +$538 | 0.77% | 21 |
|
|
2024
Q4 | $2.23M | Hold |
7,515
| – | – | 0.85% | 20 |
|
|
2024
Q3 | $2.04M | Buy |
7,515
+15
| +0.2% | +$4.07K | 0.78% | 21 |
|
|
2024
Q2 | $1.74M | Sell |
7,500
-495
| -6% | -$115K | 0.71% | 21 |
|
|
2024
Q1 | $1.82M | Hold |
7,995
| – | – | 0.75% | 21 |
|
|
2023
Q4 | $1.5M | Sell |
7,995
-27
| -0.3% | -$5.06K | 0.67% | 23 |
|
|
2023
Q3 | $1.2M | Sell |
8,022
-304
| -4% | -$45.4K | 0.61% | 24 |
|
|
2023
Q2 | $1.45M | Sell |
8,326
-300
| -3% | -$52.3K | 0.71% | 21 |
|
|
2023
Q1 | $1.42M | Buy |
8,626
+3,331
| +63% | +$549K | 0.74% | 23 |
|
|
2022
Q4 | $782K | Sell |
5,295
-64
| -1% | -$9.46K | 0.45% | 32 |
|
|
2022
Q3 | $723K | Sell |
5,359
-379
| -7% | -$51.1K | 0.45% | 30 |
|
|
2022
Q2 | $870K | Sell |
5,738
-22
| -0.4% | -$3.34K | 0.5% | 29 |
|
|
2022
Q1 | $1.05M | Sell |
5,760
-3
| -0.1% | -$546 | 0.57% | 27 |
|
|
2021
Q4 | $1.14M | Buy |
5,763
+68
| +1% | +$13.5K | 0.6% | 27 |
|
|
2021
Q3 | $1.04M | Hold |
5,695
| – | – | 0.53% | 28 |
|
|
2021
Q2 | $965K | Hold |
5,695
| – | – | 0.53% | 28 |
|
|
2021
Q1 | $837K | Hold |
5,695
| – | – | 0.48% | 28 |
|
|
2020
Q4 | $719K | Sell |
5,695
-124
| -2% | -$15.7K | 0.43% | 27 |
|
|
2020
Q3 | $610K | Hold |
5,819
| – | – | 0.43% | 28 |
|
|
2020
Q2 | $551K | Hold |
5,819
| – | – | 0.43% | 32 |
|
|
2020
Q1 | $484K | Hold |
5,819
| – | – | 0.46% | 28 |
|
|
2019
Q4 | $766K | Buy |
+5,819
| New | +$766K | 0.71% | 22 |
|