OneDigital Investment Advisors’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 | $5.67M | Buy |
17,782
+124
| +0.7% | +$39.6K | 0.06% | 233 |
|
|
2025
Q1 | $4.75M | Sell |
17,658
-3,082
| -15% | -$829K | 0.06% | 241 |
|
|
2024
Q4 | $6.16M | Sell |
20,740
-4,120
| -17% | -$1.22M | 0.07% | 206 |
|
|
2024
Q3 | $6.74M | Sell |
24,860
-1,771
| -7% | -$480K | 0.08% | 203 |
|
|
2024
Q2 | $6.17M | Buy |
26,631
+3,806
| +17% | +$881K | 0.08% | 201 |
|
|
2024
Q1 | $5.2M | Buy |
22,825
+1,575
| +7% | +$359K | 0.08% | 194 |
|
|
2023
Q4 | $3.98M | Buy |
21,250
+3,967
| +23% | +$743K | 0.07% | 212 |
|
|
2023
Q3 | $2.58M | Buy |
17,283
+4,121
| +31% | +$615K | 0.06% | 231 |
|
|
2023
Q2 | $2.29M | Sell |
13,162
-3,514
| -21% | -$612K | 0.05% | 252 |
|
|
2023
Q1 | $2.75M | Buy |
16,676
+5,889
| +55% | +$971K | 0.06% | 223 |
|
|
2022
Q4 | $1.59M | Sell |
10,787
-128
| -1% | -$18.9K | 0.05% | 284 |
|
|
2022
Q3 | $1.47M | Buy |
10,915
+341
| +3% | +$46K | 0.05% | 231 |
|
|
2022
Q2 | $1.47M | Buy |
10,574
+3,101
| +41% | +$430K | 0.06% | 203 |
|
|
2022
Q1 | $1.4M | Buy |
7,473
+825
| +12% | +$154K | 0.05% | 209 |
|
|
2021
Q4 | $1.09M | Sell |
6,648
-1,018
| -13% | -$167K | 0.04% | 261 |
|
|
2021
Q3 | $1.28M | Sell |
7,666
-100
| -1% | -$16.7K | 0.05% | 219 |
|
|
2021
Q2 | $1.28M | Buy |
7,766
+950
| +14% | +$157K | 0.05% | 217 |
|
|
2021
Q1 | $964K | Sell |
6,816
-146
| -2% | -$20.6K | 0.05% | 246 |
|
|
2020
Q4 | $842K | Buy |
6,962
+122
| +2% | +$14.8K | 0.04% | 251 |
|
|
2020
Q3 | $686K | Buy |
6,840
+39
| +0.6% | +$3.91K | 0.05% | 243 |
|
|
2020
Q2 | $647K | Buy |
6,801
+26
| +0.4% | +$2.47K | 0.05% | 261 |
|
|
2020
Q1 | $580K | Buy |
6,775
+1,257
| +23% | +$108K | 0.05% | 255 |
|
|
2019
Q4 | $687K | Hold |
5,518
| – | – | 0.05% | 239 |
|
|
2019
Q3 | $653K | Buy |
5,518
+1,924
| +54% | +$228K | 0.06% | 222 |
|
|
2019
Q2 | $444K | Buy |
3,594
+340
| +10% | +$42K | 0.03% | 273 |
|
|
2019
Q1 | $356K | Hold |
3,254
| – | – | 0.05% | 206 |
|
|
2018
Q4 | $310K | Buy |
3,254
+2,624
| +417% | +$250K | 0.05% | 209 |
|
|
2018
Q3 | $67K | Hold |
630
| – | – | 0.02% | 340 |
|
|
2018
Q2 | $62K | Hold |
630
| – | – | 0.01% | 438 |
|
|
2018
Q1 | $59K | Sell |
630
-300
| -32% | -$28.1K | 0.01% | 473 |
|
|
2017
Q4 | $93K | Buy |
930
+95
| +11% | +$9.5K | 0.01% | 352 |
|
|
2017
Q3 | $76K | Sell |
835
-430
| -34% | -$39.1K | 0.03% | 284 |
|
|
2017
Q2 | $106K | Buy |
+1,265
| New | +$106K | 0.03% | 300 |
|