Oppenheimer Asset 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 | $3.34M | Sell |
10,461
-3,089
| -23% | -$985K | 0.04% | 426 |
|
|
2025
Q1 | $3.65M | Sell |
13,550
-5,167
| -28% | -$1.39M | 0.05% | 386 |
|
|
2024
Q4 | $5.56M | Sell |
18,717
-2,588
| -12% | -$768K | 0.07% | 303 |
|
|
2024
Q3 | $5.78M | Buy |
21,305
+44
| +0.2% | +$11.9K | 0.07% | 294 |
|
|
2024
Q2 | $4.92M | Sell |
21,261
-858
| -4% | -$199K | 0.06% | 310 |
|
|
2024
Q1 | $5.04M | Sell |
22,119
-4,162
| -16% | -$948K | 0.07% | 286 |
|
|
2023
Q4 | $4.92M | Sell |
26,281
-4,502
| -15% | -$843K | 0.07% | 305 |
|
|
2023
Q3 | $4.59M | Sell |
30,783
-3,180
| -9% | -$474K | 0.07% | 298 |
|
|
2023
Q2 | $5.92M | Buy |
33,963
+5,695
| +20% | +$992K | 0.09% | 258 |
|
|
2023
Q1 | $4.66M | Buy |
28,268
+191
| +0.7% | +$31.5K | 0.07% | 287 |
|
|
2022
Q4 | $4.15M | Buy |
28,077
+3,279
| +13% | +$484K | 0.07% | 309 |
|
|
2022
Q3 | $3.35M | Sell |
24,798
-327
| -1% | -$44.1K | 0.06% | 322 |
|
|
2022
Q2 | $3.48M | Sell |
25,125
-5,024
| -17% | -$696K | 0.06% | 336 |
|
|
2022
Q1 | $5.64M | Sell |
30,149
-1,577
| -5% | -$295K | 0.08% | 272 |
|
|
2021
Q4 | $5.19M | Sell |
31,726
-775
| -2% | -$127K | 0.07% | 306 |
|
|
2021
Q3 | $5.45M | Sell |
32,501
-25,067
| -44% | -$4.2M | 0.08% | 287 |
|
|
2021
Q2 | $9.51M | Sell |
57,568
-4,305
| -7% | -$711K | 0.14% | 180 |
|
|
2021
Q1 | $8.75M | Buy |
61,873
+8,264
| +15% | +$1.17M | 0.14% | 182 |
|
|
2020
Q4 | $6.48M | Buy |
53,609
+4,758
| +10% | +$575K | 0.11% | 221 |
|
|
2020
Q3 | $4.9M | Buy |
48,851
+15,590
| +47% | +$1.56M | 0.1% | 247 |
|
|
2020
Q2 | $3.17M | Buy |
33,261
+62
| +0.2% | +$5.9K | 0.07% | 304 |
|
|
2020
Q1 | $2.84M | Sell |
33,199
-13,823
| -29% | -$1.18M | 0.07% | 285 |
|
|
2019
Q4 | $5.85M | Buy |
47,022
+1,702
| +4% | +$212K | 0.12% | 199 |
|
|
2019
Q3 | $5.36M | Sell |
45,320
-908
| -2% | -$107K | 0.12% | 207 |
|
|
2019
Q2 | $5.71M | Sell |
46,228
-4,162
| -8% | -$514K | 0.13% | 207 |
|
|
2019
Q1 | $5.51M | Buy |
50,390
+1,169
| +2% | +$128K | 0.12% | 202 |
|
|
2018
Q4 | $4.69M | Buy |
49,221
+15,034
| +44% | +$1.43M | 0.12% | 209 |
|
|
2018
Q3 | $3.64M | Sell |
34,187
-1,157
| -3% | -$123K | 0.08% | 282 |
|
|
2018
Q2 | $3.46M | Buy |
35,344
+3,213
| +10% | +$315K | 0.08% | 286 |
|
|
2018
Q1 | $3M | Sell |
32,131
-570
| -2% | -$53.2K | 0.08% | 298 |
|
|
2017
Q4 | $2.96M | Hold |
32,701
| – | – | 0.08% | 292 |
|
|
2017
Q3 | $2.96M | Sell |
32,701
-353
| -1% | -$31.9K | 0.08% | 294 |
|
|
2017
Q2 | $2.79M | Buy |
33,054
+2,408
| +8% | +$203K | 0.08% | 282 |
|
|
2017
Q1 | $2.42M | Buy |
+30,646
| New | +$2.42M | 0.07% | 302 |
|