Prime Capital Investment 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 | $21.2M | Sell |
66,538
-5,472
| -8% | -$1.75M | 0.28% | 68 |
|
|
2025
Q1 | $19.4M | Buy |
72,010
+14,650
| +26% | +$3.94M | 0.23% | 83 |
|
|
2024
Q4 | $17M | Buy |
57,360
+3,160
| +6% | +$938K | 0.25% | 78 |
|
|
2024
Q3 | $14.7M | Buy |
54,200
+121
| +0.2% | +$32.8K | 0.21% | 85 |
|
|
2024
Q2 | $12.5M | Sell |
54,079
-6,311
| -10% | -$1.46M | 0.19% | 96 |
|
|
2024
Q1 | $13.8M | Buy |
60,390
+6,830
| +13% | +$1.56M | 0.19% | 98 |
|
|
2023
Q4 | $10M | Sell |
53,560
-9,412
| -15% | -$1.76M | 0.15% | 120 |
|
|
2023
Q3 | $9.39M | Sell |
62,972
-2,333
| -4% | -$348K | 0.19% | 101 |
|
|
2023
Q2 | $11.4M | Buy |
65,305
+13,859
| +27% | +$2.41M | 0.22% | 94 |
|
|
2023
Q1 | $8.49M | Buy |
51,446
+20,349
| +65% | +$3.36M | 0.35% | 66 |
|
|
2022
Q4 | $4.59M | Buy |
31,097
+19,572
| +170% | +$2.89M | 0.17% | 110 |
|
|
2022
Q3 | $1.56M | Buy |
+11,525
| New | +$1.56M | 0.09% | 143 |
|
|
2020
Q2 | – | Sell |
-587
| Closed | -$50K | – | 460 |
|
|
2020
Q1 | $50K | Buy |
587
+30
| +5% | +$2.56K | 0.01% | 285 |
|
|
2019
Q4 | $69K | Sell |
557
-2
| -0.4% | -$248 | 0.01% | 275 |
|
|
2019
Q3 | $66K | Buy |
+559
| New | +$66K | 0.01% | 280 |
|
|
2019
Q2 | – | Sell |
-222
| Closed | -$24K | – | 348 |
|
|
2019
Q1 | $24K | Buy |
222
+50
| +29% | +$5.41K | 0.01% | 226 |
|
|
2018
Q4 | $16K | Buy |
+172
| New | +$16K | 0.01% | 230 |
|