Private Advisor Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Sell |
51,385
-5,266
| -9% | -$1.68M | 0.09% | 237 |
|
|
2025
Q1 | $15.2M | Buy |
56,651
+1,867
| +3% | +$502K | 0.09% | 221 |
|
|
2024
Q4 | $16.3M | Sell |
54,784
-939
| -2% | -$279K | 0.09% | 205 |
|
|
2024
Q3 | $15.1M | Buy |
55,723
+407
| +0.7% | +$110K | 0.09% | 204 |
|
|
2024
Q2 | $12.8M | Buy |
55,316
+943
| +2% | +$218K | 0.09% | 217 |
|
|
2024
Q1 | $12.4M | Buy |
54,373
+1,432
| +3% | +$326K | 0.09% | 210 |
|
|
2023
Q4 | $9.92M | Buy |
52,941
+3,642
| +7% | +$682K | 0.08% | 255 |
|
|
2023
Q3 | $7.35M | Buy |
49,299
+3,661
| +8% | +$546K | 0.07% | 284 |
|
|
2023
Q2 | $7.89M | Buy |
45,638
+1,236
| +3% | +$214K | 0.07% | 269 |
|
|
2023
Q1 | $7.32M | Sell |
44,402
-5,729
| -11% | -$945K | 0.07% | 273 |
|
|
2022
Q4 | $1.86M | Buy |
50,131
+8,808
| +21% | +$327K | 0.09% | 230 |
|
|
2022
Q3 | $5.57M | Sell |
41,323
-11,727
| -22% | -$1.58M | 0.06% | 302 |
|
|
2022
Q2 | $7.35M | Buy |
53,050
+496
| +0.9% | +$68.7K | 0.07% | 289 |
|
|
2022
Q1 | $9.83M | Buy |
52,554
+3,217
| +7% | +$602K | 0.08% | 253 |
|
|
2021
Q4 | $8.07M | Sell |
49,337
-18,276
| -27% | -$2.99M | 0.06% | 312 |
|
|
2021
Q3 | $11.3M | Buy |
67,613
+21,137
| +45% | +$3.54M | 0.07% | 274 |
|
|
2021
Q2 | $7.68M | Buy |
46,476
+361
| +0.8% | +$59.6K | 0.07% | 291 |
|
|
2021
Q1 | $6.52M | Buy |
46,115
+3,346
| +8% | +$473K | 0.06% | 310 |
|
|
2020
Q4 | $5.17M | Sell |
42,769
-9,034
| -17% | -$1.09M | 0.05% | 327 |
|
|
2020
Q3 | $5.07M | Sell |
51,803
-8,124
| -14% | -$795K | 0.07% | 278 |
|
|
2020
Q2 | $5.71M | Sell |
59,927
-495
| -0.8% | -$47.1K | 0.08% | 241 |
|
|
2020
Q1 | $5.17M | Buy |
60,422
+6,549
| +12% | +$561K | 0.09% | 222 |
|
|
2019
Q4 | $6.71M | Buy |
53,873
+17,936
| +50% | +$2.23M | 0.1% | 210 |
|
|
2019
Q3 | $4.25M | Buy |
35,937
+5,895
| +20% | +$698K | 0.07% | 297 |
|
|
2019
Q2 | $3.71M | Sell |
30,042
-5,925
| -16% | -$731K | 0.07% | 301 |
|
|
2019
Q1 | $3.93M | Buy |
35,967
+7,246
| +25% | +$792K | 0.08% | 267 |
|
|
2018
Q4 | $2.74M | Sell |
28,721
-8,308
| -22% | -$791K | 0.07% | 293 |
|
|
2018
Q3 | $3.94M | Sell |
37,029
-12,284
| -25% | -$1.31M | 0.08% | 237 |
|
|
2018
Q2 | $4.86M | Buy |
49,313
+35,310
| +252% | +$3.48M | 0.08% | 119 |
|
|
2018
Q1 | $1.31M | Sell |
14,003
-15,810
| -53% | -$1.48M | 0.05% | 348 |
|
|
2017
Q4 | $2.98M | Sell |
29,813
-9,737
| -25% | -$975K | 0.13% | 166 |
|
|
2017
Q3 | $3.63M | Buy |
39,550
+9,525
| +32% | +$873K | 0.09% | 232 |
|
|
2017
Q2 | $2.53M | Sell |
30,025
-7,235
| -19% | -$610K | 0.07% | 287 |
|
|
2017
Q1 | $2.4M | Buy |
37,260
+11,256
| +43% | +$726K | 0.07% | 297 |
|
|
2016
Q4 | $2M | Buy |
26,004
+6,199
| +31% | +$476K | 0.07% | 300 |
|
|
2016
Q3 | $1.27M | Sell |
19,805
-3,071
| -13% | -$196K | 0.05% | 370 |
|
|
2016
Q2 | $1.36M | Buy |
22,876
+6,515
| +40% | +$388K | 0.06% | 329 |
|
|
2016
Q1 | $999K | Sell |
16,361
-6,520
| -28% | -$398K | 0.05% | 367 |
|
|
2015
Q4 | $1.59M | Buy |
22,881
+1,851
| +9% | +$129K | 0.08% | 281 |
|
|
2015
Q3 | $1.56M | Buy |
21,030
+530
| +3% | +$39.3K | 0.09% | 263 |
|
|
2015
Q2 | $1.59M | Buy |
20,500
+4,591
| +29% | +$357K | 0.08% | 275 |
|
|
2015
Q1 | $1.24M | Sell |
15,909
-2,658
| -14% | -$208K | 0.07% | 301 |
|
|
2014
Q4 | $1.72M | Buy |
18,567
+656
| +4% | +$60.8K | 0.11% | 229 |
|
|
2014
Q3 | $1.57M | Buy |
17,911
+9,982
| +126% | +$874K | 0.11% | 214 |
|
|
2014
Q2 | $752K | Buy |
7,929
+541
| +7% | +$51.3K | 0.06% | 366 |
|
|
2014
Q1 | $665K | Sell |
7,388
-2,508
| -25% | -$226K | 0.07% | 334 |
|
|
2013
Q4 | $898K | Buy |
+9,896
| New | +$898K | 0.1% | 246 |
|