Parallel Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
12,937
+156
| +1% | +$49.8K | 0.08% | 170 |
|
|
2025
Q1 | $3.44M | Buy |
12,781
+8
| +0.1% | +$2.15K | 0.08% | 179 |
|
|
2024
Q4 | $3.79M | Buy |
12,773
+846
| +7% | +$251K | 0.09% | 176 |
|
|
2024
Q3 | $3.23M | Buy |
11,927
+896
| +8% | +$243K | 0.08% | 193 |
|
|
2024
Q2 | $2.55M | Buy |
11,031
+147
| +1% | +$34K | 0.07% | 208 |
|
|
2024
Q1 | $2.48M | Sell |
10,884
-83
| -0.8% | -$18.9K | 0.07% | 206 |
|
|
2023
Q4 | $2.05M | Sell |
10,967
-123
| -1% | -$23K | 0.06% | 199 |
|
|
2023
Q3 | $1.65M | Buy |
11,090
+158
| +1% | +$23.6K | 0.06% | 220 |
|
|
2023
Q2 | $1.9M | Sell |
10,932
-1,478
| -12% | -$257K | 0.06% | 214 |
|
|
2023
Q1 | $2.05M | Buy |
12,410
+519
| +4% | +$85.6K | 0.07% | 199 |
|
|
2022
Q4 | $1.76M | Sell |
11,891
-261
| -2% | -$38.6K | 0.08% | 173 |
|
|
2022
Q3 | $1.64M | Buy |
12,152
+1,672
| +16% | +$226K | 0.08% | 176 |
|
|
2022
Q2 | $1.45M | Buy |
10,480
+682
| +7% | +$94.6K | 0.07% | 181 |
|
|
2022
Q1 | $1.86M | Buy |
9,798
+581
| +6% | +$110K | 0.07% | 174 |
|
|
2021
Q4 | $1.51M | Buy |
9,217
+11
| +0.1% | +$1.8K | 0.06% | 207 |
|
|
2021
Q3 | $1.54M | Buy |
9,206
+292
| +3% | +$48.9K | 0.06% | 189 |
|
|
2021
Q2 | $1.47M | Buy |
8,914
+825
| +10% | +$136K | 0.06% | 196 |
|
|
2021
Q1 | $1.14M | Buy |
8,089
+153
| +2% | +$21.6K | 0.05% | 214 |
|
|
2020
Q4 | $960K | Sell |
7,936
-345
| -4% | -$41.7K | 0.05% | 217 |
|
|
2020
Q3 | $830K | Sell |
8,281
-844
| -9% | -$84.6K | 0.05% | 206 |
|
|
2020
Q2 | $868K | Sell |
9,125
-492
| -5% | -$46.8K | 0.06% | 192 |
|
|
2020
Q1 | $823K | Sell |
9,617
-1,896
| -16% | -$162K | 0.07% | 169 |
|
|
2019
Q4 | $1.43M | Sell |
11,513
-1
| -0% | -$124 | 0.11% | 144 |
|
|
2019
Q3 | $1.36M | Sell |
11,514
-859
| -7% | -$102K | 0.12% | 139 |
|
|
2019
Q2 | $1.53M | Buy |
12,373
+1,352
| +12% | +$167K | 0.15% | 113 |
|
|
2019
Q1 | $1.21M | Buy |
11,021
+542
| +5% | +$59.3K | 0.14% | 121 |
|
|
2018
Q4 | $998K | Buy |
10,479
+949
| +10% | +$90.4K | 0.14% | 114 |
|
|
2018
Q3 | $1.02M | Buy |
9,530
+89
| +0.9% | +$9.48K | 0.13% | 134 |
|
|
2018
Q2 | $925K | Buy |
9,441
+516
| +6% | +$50.6K | 0.13% | 123 |
|
|
2018
Q1 | $833K | Sell |
8,925
-46
| -0.5% | -$4.29K | 0.13% | 126 |
|
|
2017
Q4 | $891K | Sell |
8,971
-25
| -0.3% | -$2.48K | 0.15% | 114 |
|
|
2017
Q3 | $845K | Sell |
8,996
-118
| -1% | -$11.1K | 0.15% | 115 |
|
|
2017
Q2 | $777K | Sell |
9,114
-380
| -4% | -$32.4K | 0.15% | 117 |
|
|
2017
Q1 | $748K | Sell |
9,494
-598
| -6% | -$47.1K | 0.15% | 119 |
|
|
2016
Q4 | $748K | Buy |
+10,092
| New | +$748K | 0.18% | 100 |
|