Schubert & Co’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 | $582K | Buy |
1,826
+142
| +8% | +$45.3K | 0.41% | 33 |
|
|
2025
Q1 | $453K | Buy |
1,684
+30
| +2% | +$8.07K | 0.31% | 38 |
|
|
2024
Q4 | $491K | Buy |
1,654
+22
| +1% | +$6.53K | 0.33% | 36 |
|
|
2024
Q3 | $443K | Buy |
1,632
+6
| +0.4% | +$1.63K | 0.31% | 33 |
|
|
2024
Q2 | $370K | Hold |
1,626
| – | – | 0.32% | 23 |
|
|
2024
Q1 | $370K | Buy |
1,626
+3
| +0.2% | +$683 | 0.32% | 23 |
|
|
2023
Q4 | $304K | Sell |
1,623
-34
| -2% | -$6.37K | 0.28% | 27 |
|
|
2023
Q3 | $247K | Buy |
1,657
+7
| +0.4% | +$1.04K | 0.25% | 28 |
|
|
2023
Q2 | $287K | Buy |
1,650
+4
| +0.2% | +$697 | 0.27% | 24 |
|
|
2023
Q1 | $272K | Buy |
1,646
+9
| +0.5% | +$1.49K | 0.24% | 24 |
|
|
2022
Q4 | $242K | Buy |
1,637
+17
| +1% | +$2.51K | 0.22% | 28 |
|
|
2022
Q3 | $219K | Buy |
1,620
+13
| +0.8% | +$1.76K | 0.21% | 27 |
|
|
2022
Q2 | $223K | Buy |
1,607
+24
| +2% | +$3.33K | 0.21% | 26 |
|
|
2022
Q1 | $296K | Buy |
1,583
+21
| +1% | +$3.93K | 0.32% | 16 |
|
|
2021
Q4 | $256K | Buy |
+1,562
| New | +$256K | 0.26% | 22 |
|