Proficio Capital 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 | $1.17M | Buy |
3,655
+217
| +6% | +$69.2K | 0.07% | 151 |
|
|
2025
Q1 | $925K | Buy |
3,438
+29
| +0.9% | +$7.8K | 0.07% | 137 |
|
|
2024
Q4 | $1.01M | Buy |
3,409
+661
| +24% | +$196K | 0.08% | 105 |
|
|
2024
Q3 | $745K | Sell |
2,748
-493
| -15% | -$134K | 0.07% | 112 |
|
|
2024
Q2 | $750K | Sell |
3,241
-7,736
| -70% | -$1.79M | 0.08% | 129 |
|
|
2024
Q1 | $2.5M | Buy |
10,977
+1,149
| +12% | +$262K | 0.28% | 64 |
|
|
2023
Q4 | $1.84M | Buy |
9,828
+6,748
| +219% | +$1.26M | 0.23% | 61 |
|
|
2023
Q3 | $459K | Buy |
3,080
+1,442
| +88% | +$215K | 0.06% | 151 |
|
|
2023
Q2 | $285K | Sell |
1,638
-2
| -0.1% | -$348 | 0.04% | 227 |
|
|
2023
Q1 | $271K | Buy |
1,640
+91
| +6% | +$15K | 0.04% | 228 |
|
|
2022
Q4 | $230K | Buy |
1,549
+43
| +3% | +$6.38K | 0.04% | 241 |
|
|
2022
Q3 | $202K | Buy |
+1,506
| New | +$202K | 0.04% | 245 |
|
|
2022
Q2 | – | Sell |
-1,473
| Closed | -$275K | – | 270 |
|
|
2022
Q1 | $275K | Sell |
1,473
-545
| -27% | -$102K | 0.04% | 219 |
|
|
2021
Q4 | $330K | Buy |
2,018
+5
| +0.2% | +$818 | 0.05% | 193 |
|
|
2021
Q3 | $337K | Buy |
2,013
+164
| +9% | +$27.5K | 0.04% | 193 |
|
|
2021
Q2 | $305K | Buy |
1,849
+19
| +1% | +$3.13K | 0.04% | 206 |
|
|
2021
Q1 | $259K | Buy |
+1,830
| New | +$259K | 0.03% | 209 |
|
|
2019
Q3 | – | Sell |
-837
| Closed | -$103K | – | 263 |
|
|
2019
Q2 | $103K | Buy |
837
+8
| +1% | +$984 | 0.04% | 204 |
|
|
2019
Q1 | $91K | Buy |
829
+6
| +0.7% | +$659 | 0.03% | 212 |
|
|
2018
Q4 | $78K | Buy |
823
+352
| +75% | +$33.4K | 0.03% | 204 |
|
|
2018
Q3 | $50K | Buy |
471
+7
| +2% | +$743 | 0.02% | 347 |
|
|
2018
Q2 | $45K | Hold |
464
| – | – | 0.02% | 378 |
|
|
2018
Q1 | $43K | Buy |
464
+82
| +21% | +$7.6K | 0.01% | 377 |
|
|
2017
Q4 | $38K | Buy |
382
+16
| +4% | +$1.59K | 0.01% | 406 |
|
|
2017
Q3 | $33K | Hold |
366
| – | – | 0.01% | 472 |
|
|
2017
Q2 | $31K | Sell |
366
-459
| -56% | -$38.9K | 0.01% | 490 |
|
|
2017
Q1 | $64K | Buy |
825
+524
| +174% | +$40.7K | 0.03% | 328 |
|
|
2016
Q4 | $22K | Buy |
301
+42
| +16% | +$3.07K | 0.01% | 417 |
|
|
2016
Q3 | $17K | Buy |
259
+34
| +15% | +$2.23K | 0.01% | 459 |
|
|
2016
Q2 | $15K | Buy |
225
+190
| +543% | +$12.7K | 0.01% | 477 |
|
|
2016
Q1 | $2K | Sell |
35
-184
| -84% | -$10.5K | ﹤0.01% | 717 |
|
|
2015
Q4 | $15K | Buy |
+219
| New | +$15K | 0.01% | 221 |
|