Private Wealth Partners’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 | $3.38M | Hold |
10,603
| – | – | 0.26% | 55 |
|
|
2025
Q1 | $2.85M | Sell |
10,603
-680
| -6% | -$183K | 0.24% | 59 |
|
|
2024
Q4 | $3.35M | Hold |
11,283
| – | – | 0.26% | 55 |
|
|
2024
Q3 | $3.06M | Buy |
11,283
+70
| +0.6% | +$19K | 0.24% | 54 |
|
|
2024
Q2 | $2.6M | Hold |
11,213
| – | – | 0.19% | 56 |
|
|
2024
Q1 | $2.55M | Hold |
11,213
| – | – | 0.2% | 54 |
|
|
2023
Q4 | $2.1M | Hold |
11,213
| – | – | 0.18% | 57 |
|
|
2023
Q3 | $1.67M | Hold |
11,213
| – | – | 0.16% | 58 |
|
|
2023
Q2 | $1.95M | Hold |
11,213
| – | – | 0.18% | 56 |
|
|
2023
Q1 | $1.85M | Hold |
11,213
| – | – | 0.18% | 54 |
|
|
2022
Q4 | $1.66M | Hold |
11,213
| – | – | 0.19% | 59 |
|
|
2022
Q3 | $1.51M | Hold |
11,213
| – | – | 0.19% | 54 |
|
|
2022
Q2 | $1.55M | Hold |
11,213
| – | – | 0.18% | 58 |
|
|
2022
Q1 | $2.1M | Hold |
11,213
| – | – | 0.19% | 61 |
|
|
2021
Q4 | $1.83M | Hold |
11,213
| – | – | 0.16% | 61 |
|
|
2021
Q3 | $1.88M | Hold |
11,213
| – | – | 0.17% | 62 |
|
|
2021
Q2 | $1.85M | Hold |
11,213
| – | – | 0.17% | 63 |
|
|
2021
Q1 | $1.59M | Sell |
11,213
-15
| -0.1% | -$2.12K | 0.17% | 60 |
|
|
2020
Q4 | $1.36M | Sell |
11,228
-15
| -0.1% | -$1.81K | 0.15% | 69 |
|
|
2020
Q3 | $1.13M | Hold |
11,243
| – | – | 0.13% | 67 |
|
|
2020
Q2 | $1.07M | Sell |
11,243
-25,518
| -69% | -$2.43M | 0.15% | 65 |
|
|
2020
Q1 | $3.15M | Sell |
36,761
-1,690
| -4% | -$145K | 0.53% | 37 |
|
|
2019
Q4 | $4.79M | Buy |
38,451
+4,520
| +13% | +$563K | 0.65% | 38 |
|
|
2019
Q3 | $4.01M | Buy |
33,931
+10,920
| +47% | +$1.29M | 0.62% | 41 |
|
|
2019
Q2 | $2.84M | Buy |
23,011
+14,086
| +158% | +$1.74M | 0.44% | 42 |
|
|
2019
Q1 | $976K | Buy |
8,925
+400
| +5% | +$43.7K | 0.16% | 67 |
|
|
2018
Q4 | $813K | Hold |
8,525
| – | – | 0.16% | 62 |
|
|
2018
Q3 | $908K | Hold |
8,525
| – | – | 0.14% | 74 |
|
|
2018
Q2 | $835K | Hold |
8,525
| – | – | 0.14% | 77 |
|
|
2018
Q1 | $795K | Hold |
8,525
| – | – | 0.14% | 81 |
|
|
2017
Q4 | $847K | Hold |
8,525
| – | – | 0.16% | 80 |
|
|
2017
Q3 | $771K | Hold |
8,525
| – | – | 0.16% | 82 |
|
|
2017
Q2 | $718K | Hold |
8,525
| – | – | 0.16% | 74 |
|
|
2017
Q1 | $674K | Sell |
8,525
-1,050
| -11% | -$83K | 0.15% | 73 |
|
|
2016
Q4 | $709K | Sell |
9,575
-500
| -5% | -$37K | 0.17% | 69 |
|
|
2016
Q3 | $645K | Hold |
10,075
| – | – | 0.15% | 77 |
|
|
2016
Q2 | $612K | Hold |
10,075
| – | – | 0.15% | 82 |
|
|
2016
Q1 | $619K | Sell |
10,075
-34,575
| -77% | -$2.12M | 0.15% | 83 |
|
|
2015
Q4 | $3.11M | Sell |
44,650
-2,030
| -4% | -$141K | 0.73% | 41 |
|
|
2015
Q3 | $3.46M | Sell |
46,680
-11,860
| -20% | -$879K | 0.87% | 39 |
|
|
2015
Q2 | $4.55M | Hold |
58,540
| – | – | 1.03% | 32 |
|
|
2015
Q1 | $4.57M | Buy |
58,540
+4,525
| +8% | +$353K | 1.05% | 28 |
|
|
2014
Q4 | $5.03M | Buy |
54,015
+700
| +1% | +$65.1K | 1.18% | 25 |
|
|
2014
Q3 | $4.67M | Buy |
53,315
+50
| +0.1% | +$4.38K | 1.02% | 25 |
|
|
2014
Q2 | $5.05M | Buy |
53,265
+200
| +0.4% | +$19K | 1.11% | 26 |
|
|
2014
Q1 | $4.78M | Buy |
53,065
+65
| +0.1% | +$5.85K | 1.13% | 23 |
|
|
2013
Q4 | $4.81M | Sell |
53,000
-1,350
| -2% | -$122K | 1.07% | 24 |
|
|
2013
Q3 | $4.11M | Buy |
54,350
+100
| +0.2% | +$7.55K | 0.97% | 31 |
|
|
2013
Q2 | $4.06M | Buy |
+54,250
| New | +$4.06M | 1.01% | 28 |
|