Sawyer & Company’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 | $3.22M | Sell |
10,095
-225
| -2% | -$71.8K | 1.22% | 30 |
|
|
2025
Q1 | $2.78M | Sell |
10,320
-972
| -9% | -$262K | 1.12% | 34 |
|
|
2024
Q4 | $3.35M | Sell |
11,292
-1,155
| -9% | -$343K | 1.24% | 29 |
|
|
2024
Q3 | $3.38M | Sell |
12,447
-23
| -0.2% | -$6.24K | 1.25% | 30 |
|
|
2024
Q2 | $2.89M | Sell |
12,470
-175
| -1% | -$40.5K | 1.15% | 36 |
|
|
2024
Q1 | $2.88M | Sell |
12,645
-200
| -2% | -$45.5K | 1.15% | 37 |
|
|
2023
Q4 | $2.41M | Sell |
12,845
-550
| -4% | -$103K | 1.06% | 40 |
|
|
2023
Q3 | $2M | Sell |
13,395
-75
| -0.6% | -$11.2K | 0.93% | 43 |
|
|
2023
Q2 | $2.35M | Sell |
13,470
-20
| -0.1% | -$3.48K | 1.07% | 38 |
|
|
2023
Q1 | $2.17M | Sell |
13,490
-95
| -0.7% | -$15.3K | 1.17% | 35 |
|
|
2022
Q4 | $2.01M | Sell |
13,585
-98
| -0.7% | -$14.5K | 0.99% | 39 |
|
|
2022
Q3 | $1.85M | Hold |
13,683
| – | – | 1.01% | 37 |
|
|
2022
Q2 | $1.9M | Sell |
13,683
-185
| -1% | -$25.6K | 0.96% | 39 |
|
|
2022
Q1 | $2.59M | Sell |
13,868
-63
| -0.5% | -$11.8K | 1.17% | 29 |
|
|
2021
Q4 | $2.28M | Sell |
13,931
-227
| -2% | -$37.1K | 0.98% | 40 |
|
|
2021
Q3 | $2.37M | Hold |
14,158
| – | – | 1.12% | 33 |
|
|
2021
Q2 | $2.34M | Sell |
14,158
-85
| -0.6% | -$14K | 1.09% | 33 |
|
|
2021
Q1 | $2.02M | Sell |
14,243
-135
| -0.9% | -$19.1K | 1% | 36 |
|
|
2020
Q4 | $1.74M | Sell |
14,378
-50
| -0.3% | -$6.04K | 0.89% | 42 |
|
|
2020
Q3 | $1.45M | Hold |
14,428
| – | – | 0.86% | 40 |
|
|
2020
Q2 | $1.37M | Buy |
14,428
+7,364
| +104% | +$701K | 0.85% | 41 |
|
|
2020
Q1 | $605K | Buy |
7,064
+5,240
| +287% | +$449K | 0.48% | 55 |
|
|
2019
Q4 | $227K | Buy |
1,824
+35
| +2% | +$4.36K | 0.15% | 94 |
|
|
2019
Q3 | $212K | Hold |
1,789
| – | – | 0.15% | 91 |
|
|
2019
Q2 | $221K | Hold |
1,789
| – | – | 0.15% | 98 |
|
|
2019
Q1 | $196K | Hold |
1,789
| – | – | 0.13% | 98 |
|
|
2018
Q4 | $171K | Hold |
1,789
| – | – | 0.13% | 98 |
|
|
2018
Q3 | $191K | Hold |
1,789
| – | – | 0.12% | 105 |
|
|
2018
Q2 | $175K | Hold |
1,789
| – | – | 0.11% | 105 |
|
|
2018
Q1 | $167K | Hold |
1,789
| – | – | 0.11% | 101 |
|
|
2017
Q4 | $178K | Buy |
+1,789
| New | +$178K | 0.12% | 99 |
|