Prospera Financial Services’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 | $19.8M | Buy |
62,144
+5,045
| +9% | +$1.61M | 0.37% | 53 |
|
|
2025
Q1 | $15.4M | Buy |
57,099
+8,513
| +18% | +$2.29M | 0.35% | 64 |
|
|
2024
Q4 | $14.4M | Buy |
48,586
+42,669
| +721% | +$12.7M | 0.34% | 65 |
|
|
2024
Q3 | $1.61M | Sell |
5,917
-45
| -0.8% | -$12.2K | 0.04% | 386 |
|
|
2024
Q2 | $1.38M | Buy |
5,962
+421
| +8% | +$97.6K | 0.04% | 419 |
|
|
2024
Q1 | $1.26M | Buy |
5,541
+942
| +20% | +$215K | 0.04% | 443 |
|
|
2023
Q4 | $862K | Buy |
4,599
+849
| +23% | +$159K | 0.03% | 507 |
|
|
2023
Q3 | $561K | Sell |
3,750
-576
| -13% | -$86.2K | 0.02% | 574 |
|
|
2023
Q2 | $755K | Sell |
4,326
-780
| -15% | -$136K | 0.03% | 491 |
|
|
2023
Q1 | $844K | Buy |
5,106
+1,042
| +26% | +$172K | 0.03% | 473 |
|
|
2022
Q4 | $601K | Buy |
4,064
+65
| +2% | +$9.61K | 0.03% | 485 |
|
|
2022
Q3 | $541K | Buy |
3,999
+624
| +18% | +$84.4K | 0.03% | 500 |
|
|
2022
Q2 | $469K | Sell |
3,375
-1,232
| -27% | -$171K | 0.02% | 532 |
|
|
2022
Q1 | $862K | Buy |
4,607
+1,062
| +30% | +$199K | 0.04% | 456 |
|
|
2021
Q4 | $581K | Buy |
3,545
+12
| +0.3% | +$1.97K | 0.03% | 529 |
|
|
2021
Q3 | $593K | Sell |
3,533
-450
| -11% | -$75.5K | 0.03% | 482 |
|
|
2021
Q2 | $659K | Sell |
3,983
-352
| -8% | -$58.2K | 0.03% | 459 |
|
|
2021
Q1 | $613K | Sell |
4,335
-73
| -2% | -$10.3K | 0.04% | 443 |
|
|
2020
Q4 | $533K | Buy |
4,408
+456
| +12% | +$55.1K | 0.04% | 411 |
|
|
2020
Q3 | $396K | Buy |
3,952
+402
| +11% | +$40.3K | 0.15% | 122 |
|
|
2020
Q2 | $338K | Sell |
3,550
-57
| -2% | -$5.43K | 0.03% | 413 |
|
|
2020
Q1 | $309K | Buy |
3,607
+572
| +19% | +$49K | 0.03% | 387 |
|
|
2019
Q4 | $378K | Sell |
3,035
-3
| -0.1% | -$374 | 0.03% | 431 |
|
|
2019
Q3 | $359K | Sell |
3,038
-311
| -9% | -$36.8K | 0.04% | 392 |
|
|
2019
Q2 | $415K | Buy |
+3,349
| New | +$415K | 0.05% | 327 |
|
|
2018
Q4 | – | Sell |
-2,510
| Closed | -$256K | – | 396 |
|
|
2018
Q3 | $256K | Sell |
2,510
-762
| -23% | -$77.7K | 0.05% | 345 |
|
|
2018
Q2 | $322K | Buy |
3,272
+210
| +7% | +$20.7K | 0.04% | 327 |
|
|
2018
Q1 | $286K | Sell |
3,062
-2,356
| -43% | -$220K | 0.04% | 350 |
|
|
2017
Q4 | $540K | Buy |
5,418
+83
| +2% | +$8.27K | 0.08% | 201 |
|
|
2017
Q3 | $483K | Buy |
5,335
+571
| +12% | +$51.7K | 0.07% | 248 |
|
|
2017
Q2 | $401K | Sell |
4,764
-542
| -10% | -$45.6K | 0.06% | 253 |
|
|
2017
Q1 | $419K | Buy |
5,306
+748
| +16% | +$59.1K | 0.08% | 217 |
|
|
2016
Q4 | $339K | Buy |
4,558
+218
| +5% | +$16.2K | 0.07% | 248 |
|
|
2016
Q3 | $278K | Buy |
+4,340
| New | +$278K | 0.06% | 280 |
|
|
2016
Q2 | – | Sell |
-3,218
| Closed | -$201K | – | 356 |
|
|
2016
Q1 | $201K | Buy |
+3,218
| New | +$201K | 0.04% | 302 |
|