SeaCrest Wealth Management’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 | $1.1M | Buy |
3,451
+247
| +8% | +$78.8K | 0.12% | 165 |
|
|
2025
Q1 | $862K | Sell |
3,204
-84
| -3% | -$22.6K | 0.1% | 201 |
|
|
2024
Q4 | $976K | Buy |
3,288
+4
| +0.1% | +$1.19K | 0.1% | 187 |
|
|
2024
Q3 | $891K | Buy |
3,284
+48
| +1% | +$13K | 0.1% | 209 |
|
|
2024
Q2 | $749K | Buy |
3,236
+224
| +7% | +$51.9K | 0.09% | 227 |
|
|
2024
Q1 | $686K | Sell |
3,012
-629
| -17% | -$143K | 0.08% | 250 |
|
|
2023
Q4 | $688K | Sell |
3,641
-55
| -1% | -$10.4K | 0.09% | 244 |
|
|
2023
Q3 | $551K | Sell |
3,696
-611
| -14% | -$91.1K | 0.07% | 281 |
|
|
2023
Q2 | $750K | Buy |
4,307
+115
| +3% | +$20K | 0.09% | 219 |
|
|
2023
Q1 | $691K | Buy |
4,192
+253
| +6% | +$41.7K | 0.09% | 243 |
|
|
2022
Q4 | $582K | Buy |
3,939
+2
| +0.1% | +$296 | 0.08% | 279 |
|
|
2022
Q3 | $531K | Buy |
3,937
+261
| +7% | +$35.2K | 0.08% | 282 |
|
|
2022
Q2 | $510K | Sell |
3,676
-83
| -2% | -$11.5K | 0.06% | 310 |
|
|
2022
Q1 | $703K | Buy |
3,759
+82
| +2% | +$15.3K | 0.08% | 259 |
|
|
2021
Q4 | $602K | Sell |
3,677
-88
| -2% | -$14.4K | 0.07% | 300 |
|
|
2021
Q3 | $631K | Buy |
3,765
+329
| +10% | +$55.1K | 0.08% | 273 |
|
|
2021
Q2 | $568K | Sell |
3,436
-5,443
| -61% | -$900K | 0.07% | 308 |
|
|
2021
Q1 | $1.26M | Buy |
8,879
+5,857
| +194% | +$829K | 0.17% | 126 |
|
|
2020
Q4 | $365K | Sell |
3,022
-661
| -18% | -$79.8K | 0.05% | 370 |
|
|
2020
Q3 | $369K | Buy |
3,683
+81
| +2% | +$8.12K | 0.06% | 328 |
|
|
2020
Q2 | $343K | Buy |
3,602
+283
| +9% | +$26.9K | 0.06% | 346 |
|
|
2020
Q1 | $284K | Sell |
3,319
-48
| -1% | -$4.11K | 0.06% | 335 |
|
|
2019
Q4 | $419K | Sell |
3,367
-287
| -8% | -$35.7K | 0.07% | 319 |
|
|
2019
Q3 | $432K | Buy |
3,654
+160
| +5% | +$18.9K | 0.08% | 297 |
|
|
2019
Q2 | $431K | Buy |
3,494
+28
| +0.8% | +$3.45K | 0.09% | 275 |
|
|
2019
Q1 | $379K | Sell |
3,466
-36
| -1% | -$3.94K | 0.07% | 297 |
|
|
2018
Q4 | $334K | Buy |
3,502
+702
| +25% | +$67K | 0.07% | 296 |
|
|
2018
Q3 | $298K | Sell |
2,800
-555
| -17% | -$59.1K | 0.05% | 392 |
|
|
2018
Q2 | $329K | Buy |
3,355
+244
| +8% | +$23.9K | 0.06% | 354 |
|
|
2018
Q1 | $290K | Buy |
3,111
+3
| +0.1% | +$280 | 0.05% | 372 |
|
|
2017
Q4 | $309K | Buy |
+3,108
| New | +$309K | 0.06% | 360 |
|