Parsons Capital 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 | $232K | Sell |
726
-100
| -12% | -$31.9K | 0.01% | 417 |
|
|
2025
Q1 | $222K | Hold |
826
| – | – | 0.01% | 413 |
|
|
2024
Q4 | $245K | Hold |
826
| – | – | 0.01% | 406 |
|
|
2024
Q3 | $224K | Buy |
+826
| New | +$224K | 0.01% | 420 |
|
|
2023
Q3 | – | Sell |
-1,202
| Closed | -$209K | – | 419 |
|
|
2023
Q2 | $209K | Buy |
+1,202
| New | +$209K | 0.02% | 412 |
|
|
2023
Q1 | – | Sell |
-1,787
| Closed | -$264K | – | 423 |
|
|
2022
Q4 | $264K | Sell |
1,787
-31
| -2% | -$4.58K | 0.02% | 374 |
|
|
2022
Q3 | $245K | Buy |
1,818
+1
| +0.1% | +$135 | 0.02% | 373 |
|
|
2022
Q2 | $252K | Sell |
1,817
-150
| -8% | -$20.8K | 0.02% | 369 |
|
|
2022
Q1 | $368K | Sell |
1,967
-138
| -7% | -$25.8K | 0.03% | 341 |
|
|
2021
Q4 | $344K | Sell |
2,105
-124
| -6% | -$20.3K | 0.02% | 360 |
|
|
2021
Q3 | $373K | Sell |
2,229
-46
| -2% | -$7.7K | 0.03% | 334 |
|
|
2021
Q2 | $376K | Sell |
2,275
-25
| -1% | -$4.13K | 0.03% | 332 |
|
|
2021
Q1 | $325K | Hold |
2,300
| – | – | 0.03% | 333 |
|
|
2020
Q4 | $278K | Hold |
2,300
| – | – | 0.02% | 331 |
|
|
2020
Q3 | $231K | Buy |
+2,300
| New | +$231K | 0.02% | 321 |
|
|
2016
Q1 | – | Sell |
-3,350
| Closed | -$233K | – | 327 |
|
|
2015
Q4 | $233K | Hold |
3,350
| – | – | 0.03% | 293 |
|
|
2015
Q3 | $248K | Hold |
3,350
| – | – | 0.04% | 293 |
|
|
2015
Q2 | $260K | Sell |
3,350
-555
| -14% | -$43.1K | 0.03% | 296 |
|
|
2015
Q1 | $305K | Buy |
3,905
+700
| +22% | +$54.7K | 0.04% | 259 |
|
|
2014
Q4 | $298K | Buy |
3,205
+30
| +0.9% | +$2.79K | 0.04% | 278 |
|
|
2014
Q3 | $278K | Buy |
3,175
+325
| +11% | +$28.5K | 0.04% | 285 |
|
|
2014
Q2 | $270K | Sell |
2,850
-50
| -2% | -$4.74K | 0.04% | 294 |
|
|
2014
Q1 | $261K | Hold |
2,900
| – | – | 0.04% | 295 |
|
|
2013
Q4 | $263K | Sell |
2,900
-75
| -3% | -$6.8K | 0.04% | 279 |
|
|
2013
Q3 | $225K | Buy |
2,975
+150
| +5% | +$11.3K | 0.04% | 286 |
|
|
2013
Q2 | $211K | Buy |
+2,825
| New | +$211K | 0.04% | 280 |
|