Resonant Capital Advisors’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 | $5.56M | Buy |
17,424
+619
| +4% | +$197K | 0.35% | 55 |
|
|
2025
Q1 | $4.52M | Sell |
16,805
-160
| -0.9% | -$43K | 0.32% | 61 |
|
|
2024
Q4 | $5.04M | Sell |
16,965
-139
| -0.8% | -$41.3K | 0.37% | 56 |
|
|
2024
Q3 | $4.64M | Buy |
17,104
+126
| +0.7% | +$34.2K | 0.34% | 61 |
|
|
2024
Q2 | $3.93M | Buy |
16,978
+157
| +0.9% | +$36.4K | 0.32% | 68 |
|
|
2024
Q1 | $3.83M | Buy |
16,821
+61
| +0.4% | +$13.9K | 0.33% | 67 |
|
|
2023
Q4 | $3.14M | Sell |
16,760
-1,260
| -7% | -$236K | 0.3% | 69 |
|
|
2023
Q3 | $2.69M | Buy |
18,020
+1,168
| +7% | +$174K | 0.29% | 77 |
|
|
2023
Q2 | $2.94M | Buy |
16,852
+1,496
| +10% | +$261K | 0.32% | 74 |
|
|
2023
Q1 | $2.53M | Buy |
15,356
+203
| +1% | +$33.5K | 0.29% | 82 |
|
|
2022
Q4 | $2.24M | Buy |
15,153
+273
| +2% | +$40.3K | 0.28% | 89 |
|
|
2022
Q3 | $2.01M | Sell |
14,880
-168
| -1% | -$22.7K | 0.31% | 83 |
|
|
2022
Q2 | $2.09M | Sell |
15,048
-522
| -3% | -$72.6K | 0.33% | 76 |
|
|
2022
Q1 | $2.91M | Buy |
15,570
+695
| +5% | +$130K | 0.43% | 62 |
|
|
2021
Q4 | $2.43M | Buy |
14,875
+1,159
| +8% | +$190K | 0.37% | 64 |
|
|
2021
Q3 | $2.3M | Buy |
13,716
+1,297
| +10% | +$217K | 0.4% | 59 |
|
|
2021
Q2 | $2.05M | Buy |
12,419
+203
| +2% | +$33.5K | 0.4% | 56 |
|
|
2021
Q1 | $1.73M | Buy |
12,216
+1,118
| +10% | +$159K | 0.36% | 65 |
|
|
2020
Q4 | $1.34M | Buy |
11,098
+1,255
| +13% | +$152K | 0.32% | 70 |
|
|
2020
Q3 | $987K | Buy |
9,843
+3,648
| +59% | +$366K | 0.28% | 76 |
|
|
2020
Q2 | $590K | Buy |
6,195
+2,008
| +48% | +$191K | 0.17% | 95 |
|
|
2020
Q1 | $358K | Buy |
+4,187
| New | +$358K | 0.13% | 149 |
|