Park Avenue Securities’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 | $7.33M | Sell |
22,972
-5,023
| -18% | -$1.6M | 0.07% | 210 |
|
|
2025
Q1 | $7.53M | Buy |
27,995
+2,729
| +11% | +$734K | 0.09% | 154 |
|
|
2024
Q4 | $7.5M | Buy |
25,266
+8,862
| +54% | +$2.63M | 0.08% | 179 |
|
|
2024
Q3 | $4.45M | Buy |
16,404
+441
| +3% | +$120K | 0.05% | 248 |
|
|
2024
Q2 | $3.7M | Sell |
15,963
-871
| -5% | -$202K | 0.05% | 263 |
|
|
2024
Q1 | $3.83M | Buy |
16,834
+2,578
| +18% | +$587K | 0.05% | 244 |
|
|
2023
Q4 | $2.67M | Buy |
14,256
+3,503
| +33% | +$656K | 0.04% | 293 |
|
|
2023
Q3 | $1.6M | Sell |
10,753
-4,064
| -27% | -$606K | 0.02% | 396 |
|
|
2023
Q2 | $2.58M | Sell |
14,817
-590
| -4% | -$103K | 0.04% | 264 |
|
|
2023
Q1 | $2.54M | Buy |
15,407
+537
| +4% | +$88.6K | 0.04% | 249 |
|
|
2022
Q4 | $2.2M | Buy |
14,870
+746
| +5% | +$110K | 0.04% | 280 |
|
|
2022
Q3 | $1.91M | Buy |
14,124
+2,135
| +18% | +$288K | 0.04% | 278 |
|
|
2022
Q2 | $1.66M | Buy |
11,989
+1,077
| +10% | +$149K | 0.03% | 306 |
|
|
2022
Q1 | $2.04M | Buy |
10,912
+5,012
| +85% | +$937K | 0.04% | 273 |
|
|
2021
Q4 | $965K | Buy |
5,900
+1,123
| +24% | +$184K | 0.02% | 489 |
|
|
2021
Q3 | $800K | Buy |
4,777
+42
| +0.9% | +$7.03K | 0.02% | 502 |
|
|
2021
Q2 | $782K | Buy |
4,735
+414
| +10% | +$68.4K | 0.02% | 487 |
|
|
2021
Q1 | $611K | Buy |
4,321
+108
| +3% | +$15.3K | 0.01% | 520 |
|
|
2020
Q4 | $509K | Sell |
4,213
-521
| -11% | -$62.9K | 0.01% | 497 |
|
|
2020
Q3 | $475K | Sell |
4,734
-254
| -5% | -$25.5K | 0.02% | 440 |
|
|
2020
Q2 | $475K | Sell |
4,988
-655
| -12% | -$62.4K | 0.02% | 401 |
|
|
2020
Q1 | $483K | Buy |
5,643
+414
| +8% | +$35.4K | 0.04% | 156 |
|
|
2019
Q4 | $651K | Buy |
5,229
+233
| +5% | +$29K | 0.03% | 244 |
|
|
2019
Q3 | $591K | Buy |
4,996
+75
| +2% | +$8.87K | 0.03% | 222 |
|
|
2019
Q2 | $607K | Buy |
4,921
+738
| +18% | +$91K | 0.07% | 105 |
|
|
2019
Q1 | $467K | Buy |
+4,183
| New | +$467K | 0.03% | 230 |
|