Savant Capital’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 | $12.7M | Sell |
39,732
-1,286
| -3% | -$410K | 0.08% | 156 |
|
|
2025
Q1 | $11M | Sell |
41,018
-301
| -0.7% | -$81K | 0.08% | 157 |
|
|
2024
Q4 | $12.3M | Buy |
41,319
+156
| +0.4% | +$46.3K | 0.1% | 138 |
|
|
2024
Q3 | $11.2M | Buy |
41,163
+3,958
| +11% | +$1.07M | 0.09% | 140 |
|
|
2024
Q2 | $8.61M | Sell |
37,205
-487
| -1% | -$113K | 0.09% | 148 |
|
|
2024
Q1 | $8.58M | Sell |
37,692
-2,047
| -5% | -$466K | 0.1% | 135 |
|
|
2023
Q4 | $7.44M | Buy |
39,739
+2,219
| +6% | +$416K | 0.1% | 142 |
|
|
2023
Q3 | $5.6M | Buy |
37,520
+936
| +3% | +$140K | 0.08% | 160 |
|
|
2023
Q2 | $6.37M | Buy |
36,584
+24,397
| +200% | +$4.25M | 0.1% | 139 |
|
|
2023
Q1 | $2.01M | Buy |
12,187
+1,032
| +9% | +$170K | 0.04% | 215 |
|
|
2022
Q4 | $1.58M | Buy |
11,155
+587
| +6% | +$83.3K | 0.04% | 194 |
|
|
2022
Q3 | $1.43M | Sell |
10,568
-88
| -0.8% | -$11.9K | 0.04% | 192 |
|
|
2022
Q2 | $1.48M | Buy |
10,656
+725
| +7% | +$100K | 0.04% | 189 |
|
|
2022
Q1 | $1.86M | Buy |
9,931
+446
| +5% | +$83.4K | 0.06% | 164 |
|
|
2021
Q4 | $1.55M | Buy |
9,485
+357
| +4% | +$58.4K | 0.05% | 193 |
|
|
2021
Q3 | $1.53M | Buy |
9,128
+75
| +0.8% | +$12.6K | 0.06% | 174 |
|
|
2021
Q2 | $1.5M | Buy |
9,053
+140
| +2% | +$23.1K | 0.06% | 164 |
|
|
2021
Q1 | $1.26M | Sell |
8,913
-189
| -2% | -$26.7K | 0.07% | 166 |
|
|
2020
Q4 | $1.1M | Sell |
9,102
-1,804
| -17% | -$218K | 0.06% | 178 |
|
|
2020
Q3 | $1.09M | Sell |
10,906
-98
| -0.9% | -$9.82K | 0.07% | 169 |
|
|
2020
Q2 | $1.05M | Buy |
11,004
+464
| +4% | +$44.2K | 0.08% | 164 |
|
|
2020
Q1 | $902K | Buy |
10,540
+2,269
| +27% | +$194K | 0.09% | 163 |
|
|
2019
Q4 | $1.03M | Buy |
8,271
+349
| +4% | +$43.5K | 0.13% | 137 |
|
|
2019
Q3 | $937K | Buy |
7,922
+120
| +2% | +$14.2K | 0.13% | 129 |
|
|
2019
Q2 | $963K | Hold |
7,802
| – | – | 0.14% | 129 |
|
|
2019
Q1 | $853K | Buy |
7,802
+100
| +1% | +$10.9K | 0.16% | 114 |
|
|
2018
Q4 | $734K | Sell |
7,702
-235
| -3% | -$22.4K | 0.15% | 112 |
|
|
2018
Q3 | $845K | Hold |
7,937
| – | – | 0.15% | 115 |
|
|
2018
Q2 | $778K | Sell |
7,937
-162
| -2% | -$15.9K | 0.17% | 109 |
|
|
2018
Q1 | $755K | Buy |
8,099
+237
| +3% | +$22.1K | 0.16% | 109 |
|
|
2017
Q4 | $781K | Buy |
7,862
+195
| +3% | +$19.4K | 0.16% | 106 |
|
|
2017
Q3 | $694K | Buy |
7,667
+27
| +0.4% | +$2.44K | 0.16% | 102 |
|
|
2017
Q2 | $644K | Buy |
7,640
+518
| +7% | +$43.7K | 0.15% | 107 |
|
|
2017
Q1 | $563K | Buy |
7,122
+78
| +1% | +$6.17K | 0.14% | 114 |
|
|
2016
Q4 | $522K | Buy |
7,044
+39
| +0.6% | +$2.89K | 0.14% | 122 |
|
|
2016
Q3 | $449K | Sell |
7,005
-370
| -5% | -$23.7K | 0.12% | 131 |
|
|
2016
Q2 | $448K | Buy |
7,375
+70
| +1% | +$4.25K | 0.13% | 131 |
|
|
2016
Q1 | $449K | Sell |
7,305
-425
| -5% | -$26.1K | 0.14% | 123 |
|
|
2015
Q4 | $538K | Buy |
7,730
+829
| +12% | +$57.7K | 0.17% | 98 |
|
|
2015
Q3 | $512K | Buy |
6,901
+466
| +7% | +$34.6K | 0.18% | 92 |
|
|
2015
Q2 | $500K | Sell |
6,435
-66
| -1% | -$5.13K | 0.17% | 104 |
|
|
2015
Q1 | $508K | Buy |
6,501
+18
| +0.3% | +$1.41K | 0.18% | 100 |
|
|
2014
Q4 | $603K | Buy |
6,483
+580
| +10% | +$53.9K | 0.23% | 80 |
|
|
2014
Q3 | $517K | Sell |
5,903
-10
| -0.2% | -$876 | 0.22% | 81 |
|
|
2014
Q2 | $561K | Sell |
5,913
-52
| -0.9% | -$4.93K | 0.24% | 74 |
|
|
2014
Q1 | $537K | Sell |
5,965
-154
| -3% | -$13.9K | 0.25% | 71 |
|
|
2013
Q4 | $555K | Buy |
6,119
+164
| +3% | +$14.9K | 0.27% | 58 |
|
|
2013
Q3 | $450K | Sell |
5,955
-110
| -2% | -$8.31K | 0.25% | 68 |
|
|
2013
Q2 | $453K | Buy |
+6,065
| New | +$453K | 0.26% | 66 |
|