Optimum 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 | – | Sell |
-8
| Closed | -$2.15K | – | 615 |
|
|
2025
Q1 | $2.15K | Buy |
+8
| New | +$2.15K | ﹤0.01% | 588 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$149 | – | 646 |
|
|
2023
Q3 | $149 | Buy |
+1
| New | +$149 | ﹤0.01% | 696 |
|
|
2022
Q1 | – | Sell |
-1,600
| Closed | -$262K | – | 829 |
|
|
2021
Q4 | $262K | Hold |
1,600
| – | – | 0.1% | 184 |
|
|
2021
Q3 | $268K | Sell |
1,600
-500
| -24% | -$83.8K | 0.11% | 177 |
|
|
2021
Q2 | $347K | Sell |
2,100
-500
| -19% | -$82.6K | 0.11% | 186 |
|
|
2021
Q1 | $368K | Hold |
2,600
| – | – | 0.11% | 188 |
|
|
2020
Q4 | $314K | Hold |
2,600
| – | – | 0.1% | 191 |
|
|
2020
Q3 | $261K | Hold |
2,600
| – | – | 0.09% | 203 |
|
|
2020
Q2 | $248K | Sell |
2,600
-110
| -4% | -$10.5K | 0.09% | 212 |
|
|
2020
Q1 | $232K | Hold |
2,710
| – | – | 0.1% | 199 |
|
|
2019
Q4 | $337K | Hold |
2,710
| – | – | 0.1% | 201 |
|
|
2019
Q3 | $321K | Hold |
2,710
| – | – | 0.1% | 203 |
|
|
2019
Q2 | $335K | Sell |
2,710
-95
| -3% | -$11.7K | 0.11% | 197 |
|
|
2019
Q1 | $307K | Buy |
2,805
+610
| +28% | +$66.8K | 0.1% | 211 |
|
|
2018
Q4 | $209K | Hold |
2,195
| – | – | 0.07% | 248 |
|
|
2018
Q3 | $234K | Hold |
2,195
| – | – | 0.06% | 278 |
|
|
2018
Q2 | $215K | Hold |
2,195
| – | – | 0.06% | 287 |
|
|
2018
Q1 | $205K | Hold |
2,195
| – | – | 0.06% | 283 |
|
|
2017
Q4 | $218K | Buy |
+2,195
| New | +$218K | 0.07% | 279 |
|
|
2017
Q3 | – | Sell |
-2,395
| Closed | -$202K | – | 299 |
|
|
2017
Q2 | $202K | Sell |
2,395
-650
| -21% | -$54.8K | 0.07% | 276 |
|
|
2017
Q1 | $241K | Hold |
3,045
| – | – | 0.09% | 245 |
|
|
2016
Q4 | $226K | Sell |
3,045
-400
| -12% | -$29.7K | 0.09% | 249 |
|
|
2016
Q3 | $221K | Sell |
3,445
-1,953
| -36% | -$125K | 0.08% | 256 |
|
|
2016
Q2 | $328K | Sell |
5,398
-450
| -8% | -$27.3K | 0.13% | 197 |
|
|
2016
Q1 | $359K | Sell |
5,848
-400
| -6% | -$24.6K | 0.14% | 184 |
|
|
2015
Q4 | $435K | Sell |
6,248
-750
| -11% | -$52.2K | 0.17% | 170 |
|
|
2015
Q3 | $519K | Buy |
+6,998
| New | +$519K | 0.21% | 138 |
|
|
2015
Q1 | $1.22M | Sell |
15,548
-800
| -5% | -$62.5K | 0.38% | 68 |
|
|
2014
Q4 | $1.52M | Hold |
16,348
| – | – | 0.49% | 46 |
|
|
2014
Q3 | $1.43M | Sell |
16,348
-100
| -0.6% | -$8.75K | 0.47% | 50 |
|
|
2014
Q2 | $1.56M | Buy |
16,448
+450
| +3% | +$42.7K | 0.51% | 45 |
|
|
2014
Q1 | $1.44M | Sell |
15,998
-847
| -5% | -$76.2K | 0.54% | 43 |
|
|
2013
Q4 | $1.53M | Buy |
16,845
+522
| +3% | +$47.4K | 0.57% | 41 |
|
|
2013
Q3 | $1.23M | Buy |
+16,323
| New | +$1.23M | 0.51% | 56 |
|