Plante Moran Financial 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 | $268K | Hold |
840
| – | – | 0.02% | 134 |
|
|
2025
Q1 | $226K | Hold |
840
| – | – | 0.02% | 157 |
|
|
2024
Q4 | $249K | Sell |
840
-806
| -49% | -$239K | 0.02% | 151 |
|
|
2024
Q3 | $446K | Buy |
1,646
+306
| +23% | +$83K | 0.04% | 91 |
|
|
2024
Q2 | $310K | Sell |
1,340
-42
| -3% | -$9.73K | 0.03% | 123 |
|
|
2024
Q1 | $315K | Buy |
1,382
+39
| +3% | +$8.88K | 0.03% | 120 |
|
|
2023
Q4 | $252K | Buy |
1,343
+97
| +8% | +$18.2K | 0.03% | 138 |
|
|
2023
Q3 | $186K | Buy |
1,246
+42
| +3% | +$6.27K | 0.02% | 152 |
|
|
2023
Q2 | $210K | Buy |
1,204
+500
| +71% | +$87.1K | 0.02% | 146 |
|
|
2023
Q1 | $116K | Buy |
704
+142
| +25% | +$23.4K | 0.02% | 214 |
|
|
2022
Q4 | $83K | Buy |
562
+59
| +12% | +$8.72K | 0.01% | 251 |
|
|
2022
Q3 | $68K | Buy |
503
+100
| +25% | +$13.5K | 0.01% | 267 |
|
|
2022
Q2 | $56K | Sell |
403
-173
| -30% | -$24K | 0.01% | 297 |
|
|
2022
Q1 | $108K | Sell |
576
-43
| -7% | -$8.06K | 0.02% | 220 |
|
|
2021
Q4 | $101K | Sell |
619
-174
| -22% | -$28.4K | 0.02% | 250 |
|
|
2021
Q3 | $133K | Buy |
793
+148
| +23% | +$24.8K | 0.03% | 228 |
|
|
2021
Q2 | $107K | Buy |
645
+352
| +120% | +$58.4K | 0.03% | 239 |
|
|
2021
Q1 | $41K | Sell |
293
-581
| -66% | -$81.3K | 0.01% | 400 |
|
|
2020
Q4 | $106K | Buy |
874
+37
| +4% | +$4.49K | 0.03% | 242 |
|
|
2020
Q3 | $84K | Buy |
837
+11
| +1% | +$1.1K | 0.03% | 255 |
|
|
2020
Q2 | $79K | Sell |
826
-46
| -5% | -$4.4K | 0.03% | 240 |
|
|
2020
Q1 | $75K | Sell |
872
-335
| -28% | -$28.8K | 0.03% | 216 |
|
|
2019
Q4 | $150K | Sell |
1,207
-152
| -11% | -$18.9K | 0.05% | 188 |
|
|
2019
Q3 | $161K | Sell |
1,359
-127
| -9% | -$15K | 0.05% | 185 |
|
|
2019
Q2 | $183K | Buy |
1,486
+112
| +8% | +$13.8K | 0.06% | 158 |
|
|
2019
Q1 | $150K | Buy |
1,374
+98
| +8% | +$10.7K | 0.05% | 183 |
|
|
2018
Q4 | $122K | Buy |
1,276
+625
| +96% | +$59.8K | 0.04% | 181 |
|
|
2018
Q3 | $69K | Sell |
651
-17
| -3% | -$1.8K | 0.02% | 249 |
|
|
2018
Q2 | $65K | Sell |
668
-48
| -7% | -$4.67K | 0.03% | 280 |
|
|
2018
Q1 | $67K | Buy |
716
+73
| +11% | +$6.83K | 0.04% | 293 |
|
|
2017
Q4 | $64K | Sell |
643
-14
| -2% | -$1.39K | 0.04% | 295 |
|
|
2017
Q3 | $59K | Hold |
657
| – | – | 0.04% | 271 |
|
|
2017
Q2 | $55K | Sell |
657
-163
| -20% | -$13.6K | 0.03% | 287 |
|
|
2017
Q1 | $65K | Sell |
820
-1,056
| -56% | -$83.7K | 0.04% | 268 |
|
|
2016
Q4 | $139K | Buy |
1,876
+670
| +56% | +$49.6K | 0.09% | 177 |
|
|
2016
Q3 | $77K | Buy |
1,206
+287
| +31% | +$18.3K | 0.05% | 242 |
|
|
2016
Q2 | $56K | Buy |
919
+44
| +5% | +$2.68K | 0.04% | 260 |
|
|
2016
Q1 | $54K | Sell |
875
-706
| -45% | -$43.6K | 0.04% | 252 |
|
|
2015
Q4 | $110K | Buy |
1,581
+222
| +16% | +$15.4K | 0.08% | 172 |
|
|
2015
Q3 | $101K | Sell |
1,359
-688
| -34% | -$51.1K | 0.08% | 171 |
|
|
2015
Q2 | $159K | Buy |
2,047
+454
| +28% | +$35.3K | 0.11% | 139 |
|
|
2015
Q1 | $124K | Buy |
1,593
+84
| +6% | +$6.54K | 0.09% | 162 |
|
|
2014
Q4 | $140K | Buy |
1,509
+407
| +37% | +$37.8K | 0.1% | 143 |
|
|
2014
Q3 | $96K | Hold |
1,102
| – | – | 0.08% | 170 |
|
|
2014
Q2 | $105K | Buy |
1,102
+192
| +21% | +$18.3K | 0.09% | 145 |
|
|
2014
Q1 | $82K | Sell |
910
-694
| -43% | -$62.5K | 0.09% | 130 |
|
|
2013
Q4 | $146K | Buy |
1,604
+374
| +30% | +$34K | 0.08% | 111 |
|
|
2013
Q3 | $93K | Buy |
1,230
+320
| +35% | +$24.2K | 0.06% | 119 |
|
|
2013
Q2 | $68K | Buy |
+910
| New | +$68K | 0.05% | 137 |
|