Plancorp LLC’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 | $1.29M | Sell |
4,041
-574
| -12% | -$183K | 0.04% | 136 |
|
|
2025
Q1 | $1.24M | Buy |
4,615
+785
| +20% | +$211K | 0.05% | 128 |
|
|
2024
Q4 | $1.14M | Buy |
3,830
+565
| +17% | +$168K | 0.05% | 119 |
|
|
2024
Q3 | $885K | Buy |
3,265
+25
| +0.8% | +$6.78K | 0.04% | 140 |
|
|
2024
Q2 | $750K | Sell |
3,240
-169
| -5% | -$39.1K | 0.03% | 145 |
|
|
2024
Q1 | $776K | Buy |
3,409
+107
| +3% | +$24.4K | 0.03% | 142 |
|
|
2023
Q4 | $619K | Buy |
3,302
+157
| +5% | +$29.4K | 0.03% | 143 |
|
|
2023
Q3 | $469K | Buy |
3,145
+54
| +2% | +$8.06K | 0.03% | 156 |
|
|
2023
Q2 | $538K | Buy |
3,091
+12
| +0.4% | +$2.09K | 0.03% | 146 |
|
|
2023
Q1 | $508K | Buy |
3,079
+193
| +7% | +$31.8K | 0.03% | 152 |
|
|
2022
Q4 | $426K | Sell |
2,886
-66
| -2% | -$9.75K | 0.03% | 158 |
|
|
2022
Q3 | $398K | Buy |
2,952
+78
| +3% | +$10.5K | 0.03% | 157 |
|
|
2022
Q2 | $398K | Sell |
2,874
-145
| -5% | -$20.1K | 0.03% | 161 |
|
|
2022
Q1 | $565K | Buy |
3,019
+159
| +6% | +$29.8K | 0.04% | 142 |
|
|
2021
Q4 | $468K | Sell |
2,860
-14
| -0.5% | -$2.29K | 0.03% | 153 |
|
|
2021
Q3 | $481K | Buy |
2,874
+55
| +2% | +$9.21K | 0.03% | 144 |
|
|
2021
Q2 | $466K | Sell |
2,819
-70
| -2% | -$11.6K | 0.04% | 138 |
|
|
2021
Q1 | $409K | Sell |
2,889
-586
| -17% | -$83K | 0.09% | 133 |
|
|
2020
Q4 | $420K | Buy |
3,475
+1,146
| +49% | +$139K | 0.1% | 127 |
|
|
2020
Q3 | $233K | Buy |
2,329
+75
| +3% | +$7.5K | 0.07% | 164 |
|
|
2020
Q2 | $215K | Buy |
+2,254
| New | +$215K | 0.06% | 163 |
|
|
2020
Q1 | – | Sell |
-2,307
| Closed | -$287K | – | 165 |
|
|
2019
Q4 | $287K | Hold |
2,307
| – | – | 0.09% | 154 |
|
|
2019
Q3 | $273K | Hold |
2,307
| – | – | 0.1% | 142 |
|
|
2019
Q2 | $285K | Hold |
2,307
| – | – | 0.11% | 135 |
|
|
2019
Q1 | $252K | Buy |
2,307
+152
| +7% | +$16.6K | 0.1% | 152 |
|
|
2018
Q4 | $205K | Buy |
2,155
+32
| +2% | +$3.04K | 0.09% | 147 |
|
|
2018
Q3 | $226K | Hold |
2,123
| – | – | 0.09% | 158 |
|
|
2018
Q2 | $208K | Buy |
+2,123
| New | +$208K | 0.08% | 159 |
|
|
2018
Q1 | – | Sell |
-2,123
| Closed | -$209K | – | 159 |
|
|
2017
Q4 | $209K | Buy |
+2,123
| New | +$209K | 0.07% | 165 |
|