Raymond James Financial Services Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $56.1M | Buy |
206,749
+6,215
| +3% | +$1.69M | 0.07% | 251 |
|
|
2024
Q2 | $46.4M | Buy |
200,534
+6,518
| +3% | +$1.51M | 0.07% | 279 |
|
|
2024
Q1 | $44.2M | Buy |
194,016
+16,242
| +9% | +$3.7M | 0.07% | 280 |
|
|
2023
Q4 | $33.3M | Sell |
177,774
-2,790
| -2% | -$523K | 0.05% | 330 |
|
|
2023
Q3 | $26.9M | Buy |
180,564
+2,721
| +2% | +$406K | 0.05% | 361 |
|
|
2023
Q2 | $31M | Buy |
177,843
+6,258
| +4% | +$1.09M | 0.05% | 318 |
|
|
2023
Q1 | $28.3M | Sell |
171,585
-6,710
| -4% | -$1.11M | 0.05% | 334 |
|
|
2022
Q4 | $26.3M | Buy |
178,295
+5,519
| +3% | +$816K | 0.05% | 346 |
|
|
2022
Q3 | $23.3M | Sell |
172,776
-10,383
| -6% | -$1.4M | 0.05% | 359 |
|
|
2022
Q2 | $25.4M | Buy |
183,159
+11,908
| +7% | +$1.65M | 0.06% | 342 |
|
|
2022
Q1 | $32M | Buy |
171,251
+15,949
| +10% | +$2.98M | 0.06% | 304 |
|
|
2021
Q4 | $25.4M | Sell |
155,302
-22,970
| -13% | -$3.76M | 0.05% | 379 |
|
|
2021
Q3 | $29.9M | Sell |
178,272
-2,820
| -2% | -$472K | 0.06% | 312 |
|
|
2021
Q2 | $29.9M | Buy |
181,092
+12,864
| +8% | +$2.13M | 0.06% | 312 |
|
|
2021
Q1 | $23.8M | Buy |
168,228
+6,535
| +4% | +$924K | 0.05% | 346 |
|
|
2020
Q4 | $19.6M | Sell |
161,693
-17,366
| -10% | -$2.1M | 0.05% | 360 |
|
|
2020
Q3 | $18M | Sell |
179,059
-2,606
| -1% | -$261K | 0.05% | 344 |
|
|
2020
Q2 | $17.3M | Buy |
181,665
+6,950
| +4% | +$662K | 0.06% | 323 |
|
|
2020
Q1 | $15M | Buy |
174,715
+34,025
| +24% | +$2.91M | 0.07% | 280 |
|
|
2019
Q4 | $17.5M | Buy |
140,690
+14,327
| +11% | +$1.78M | 0.06% | 350 |
|
|
2019
Q3 | $14.9M | Sell |
126,363
-747
| -0.6% | -$88.4K | 0.05% | 369 |
|
|
2019
Q2 | $15.7M | Buy |
127,110
+4,947
| +4% | +$611K | 0.06% | 348 |
|
|
2019
Q1 | $13.4M | Buy |
122,163
+5,394
| +5% | +$590K | 0.06% | 358 |
|
|
2018
Q4 | $11.1M | Buy |
116,769
+16,217
| +16% | +$1.55M | 0.06% | 325 |
|
|
2018
Q3 | $10.7M | Buy |
100,552
+142
| +0.1% | +$15.1K | 0.05% | 396 |
|
|
2018
Q2 | $9.84M | Sell |
100,410
-788
| -0.8% | -$77.2K | 0.05% | 384 |
|
|
2018
Q1 | $9.44M | Sell |
101,198
-2,391
| -2% | -$223K | 0.05% | 364 |
|
|
2017
Q4 | $10.3M | Buy |
103,589
+4,443
| +4% | +$441K | 0.06% | 343 |
|
|
2017
Q3 | $8.97M | Sell |
99,146
-6,434
| -6% | -$582K | 0.06% | 372 |
|
|
2017
Q2 | $8.89M | Buy |
105,580
+1,022
| +1% | +$86.1K | 0.06% | 358 |
|
|
2017
Q1 | $8.27M | Buy |
104,558
+1,695
| +2% | +$134K | 0.06% | 337 |
|
|
2016
Q4 | $7.62M | Sell |
102,863
-2,575
| -2% | -$191K | 0.06% | 325 |
|
|
2016
Q3 | $6.75M | Sell |
105,438
-1,454
| -1% | -$93.1K | 0.06% | 345 |
|
|
2016
Q2 | $6.5M | Sell |
106,892
-1,333
| -1% | -$81K | 0.06% | 335 |
|
|
2016
Q1 | $6.65M | Buy |
108,225
+1,159
| +1% | +$71.2K | 0.08% | 290 |
|
|
2015
Q4 | $7.45M | Buy |
107,066
+28,220
| +36% | +$1.96M | 0.09% | 281 |
|
|
2015
Q3 | $5.85M | Buy |
78,846
+63,579
| +416% | +$4.71M | 0.1% | 254 |
|
|
2015
Q2 | $1.19M | Sell |
15,267
-12,757
| -46% | -$992K | 0.08% | 294 |
|
|
2015
Q1 | $2.19M | Sell |
28,024
-756
| -3% | -$59.1K | 0.11% | 225 |
|
|
2014
Q4 | $2.68M | Buy |
28,780
+199
| +0.7% | +$18.5K | 0.14% | 184 |
|
|
2014
Q3 | $2.5M | Buy |
28,581
+1,663
| +6% | +$146K | 0.14% | 187 |
|
|
2014
Q2 | $2.55M | Sell |
26,918
-1,773
| -6% | -$168K | 0.15% | 172 |
|
|
2014
Q1 | $2.58M | Sell |
28,691
-199
| -0.7% | -$17.9K | 0.15% | 171 |
|
|
2013
Q4 | $2.62M | Sell |
28,890
-63
| -0.2% | -$5.72K | 0.16% | 166 |
|
|
2013
Q3 | $2.19M | Sell |
28,953
-15,751
| -35% | -$1.19M | 0.14% | 175 |
|
|
2013
Q2 | $3.34M | Buy |
+44,704
| New | +$3.34M | 0.1% | 247 |
|