Salem Investment Counselors’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 | $1.39M | Hold |
4,357
| – | – | 0.04% | 176 |
|
|
2025
Q1 | $1.17M | Buy |
4,357
+23
| +0.5% | +$6.19K | 0.04% | 175 |
|
|
2024
Q4 | $1.29M | Buy |
4,334
+147
| +4% | +$43.6K | 0.04% | 178 |
|
|
2024
Q3 | $1.14M | Hold |
4,187
| – | – | 0.03% | 191 |
|
|
2024
Q2 | $970K | Buy |
4,187
+208
| +5% | +$48.2K | 0.03% | 199 |
|
|
2024
Q1 | $906K | Buy |
3,979
+25
| +0.6% | +$5.69K | 0.03% | 207 |
|
|
2023
Q4 | $741K | Buy |
3,954
+281
| +8% | +$52.6K | 0.03% | 213 |
|
|
2023
Q3 | $548K | Sell |
3,673
-343
| -9% | -$51.2K | 0.02% | 233 |
|
|
2023
Q2 | $700K | Buy |
4,016
+32
| +0.8% | +$5.57K | 0.03% | 203 |
|
|
2023
Q1 | $657K | Sell |
3,984
-18
| -0.4% | -$2.97K | 0.03% | 217 |
|
|
2022
Q4 | $591K | Hold |
4,002
| – | – | 0.03% | 229 |
|
|
2022
Q3 | $540K | Sell |
4,002
-78
| -2% | -$10.5K | 0.02% | 226 |
|
|
2022
Q2 | $568K | Buy |
4,080
+658
| +19% | +$91.6K | 0.03% | 230 |
|
|
2022
Q1 | $640K | Sell |
3,422
-143
| -4% | -$26.7K | 0.03% | 230 |
|
|
2021
Q4 | $583K | Buy |
3,565
+171
| +5% | +$28K | 0.02% | 255 |
|
|
2021
Q3 | $569K | Buy |
3,394
+100
| +3% | +$16.8K | 0.03% | 230 |
|
|
2021
Q2 | $544K | Sell |
3,294
-50
| -1% | -$8.26K | 0.03% | 231 |
|
|
2021
Q1 | $473K | Buy |
3,344
+50
| +2% | +$7.07K | 0.03% | 212 |
|
|
2020
Q4 | $398K | Buy |
3,294
+26
| +0.8% | +$3.14K | 0.03% | 219 |
|
|
2020
Q3 | $328K | Buy |
3,268
+175
| +6% | +$17.6K | 0.03% | 215 |
|
|
2020
Q2 | $294K | Hold |
3,093
| – | – | 0.02% | 217 |
|
|
2020
Q1 | $265K | Sell |
3,093
-148
| -5% | -$12.7K | 0.03% | 209 |
|
|
2019
Q4 | $403K | Buy |
3,241
+148
| +5% | +$18.4K | 0.03% | 200 |
|
|
2019
Q3 | $366K | Hold |
3,093
| – | – | 0.03% | 202 |
|
|
2019
Q2 | $382K | Sell |
3,093
-12
| -0.4% | -$1.48K | 0.04% | 208 |
|
|
2019
Q1 | $331K | Buy |
3,105
+12
| +0.4% | +$1.28K | 0.03% | 174 |
|
|
2018
Q4 | $295K | Sell |
3,093
-12
| -0.4% | -$1.15K | 0.04% | 169 |
|
|
2018
Q3 | $331K | Buy |
3,105
+12
| +0.4% | +$1.28K | 0.03% | 174 |
|
|
2018
Q2 | $303K | Buy |
3,093
+128
| +4% | +$12.5K | 0.03% | 176 |
|
|
2018
Q1 | $272K | Hold |
2,965
| – | – | 0.03% | 179 |
|
|
2017
Q4 | $294K | Hold |
2,965
| – | – | 0.03% | 183 |
|
|
2017
Q3 | $269K | Buy |
2,965
+99
| +3% | +$8.98K | 0.03% | 184 |
|
|
2017
Q2 | $241K | Buy |
2,866
+41
| +1% | +$3.45K | 0.03% | 195 |
|
|
2017
Q1 | $221K | Buy |
+2,825
| New | +$221K | 0.02% | 228 |
|
|
2016
Q4 | – | Sell |
-2,825
| Closed | -$1.81K | – | 678 |
|
|
2016
Q3 | $1.81K | Buy |
+2,825
| New | +$1.81K | 0.02% | 218 |
|
|
2016
Q1 | – | Sell |
-2,895
| Closed | -$201K | – | 253 |
|
|
2015
Q4 | $201K | Hold |
2,895
| – | – | 0.03% | 243 |
|
|
2015
Q3 | $213K | Hold |
2,895
| – | – | 0.03% | 244 |
|
|
2015
Q2 | $225K | Hold |
2,895
| – | – | 0.03% | 251 |
|
|
2015
Q1 | $226K | Sell |
2,895
-650
| -18% | -$50.7K | 0.03% | 253 |
|
|
2014
Q4 | $330K | Hold |
3,545
| – | – | 0.04% | 222 |
|
|
2014
Q3 | $310K | Hold |
3,545
| – | – | 0.04% | 233 |
|
|
2014
Q2 | $336K | Sell |
3,545
-200
| -5% | -$19K | 0.04% | 230 |
|
|
2014
Q1 | $337K | Buy |
3,745
+600
| +19% | +$54K | 0.04% | 234 |
|
|
2013
Q4 | $285K | Hold |
3,145
| – | – | 0.04% | 230 |
|
|
2013
Q3 | $238K | Hold |
3,145
| – | – | 0.03% | 247 |
|
|
2013
Q2 | $235K | Buy |
+3,145
| New | +$235K | 0.03% | 242 |
|