SEI Investments’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 | $85.6M | Sell |
268,241
-54,506
| -17% | -$17.4M | 0.1% | 213 |
|
|
2025
Q1 | $86.8M | Sell |
322,747
-5,518
| -2% | -$1.48M | 0.11% | 193 |
|
|
2024
Q4 | $97.4M | Sell |
328,265
-63,543
| -16% | -$18.9M | 0.13% | 160 |
|
|
2024
Q3 | $106M | Buy |
391,808
+62,447
| +19% | +$16.9M | 0.14% | 147 |
|
|
2024
Q2 | $76.3M | Buy |
329,361
+29,046
| +10% | +$6.73M | 0.11% | 185 |
|
|
2024
Q1 | $68.4M | Buy |
300,315
+25,051
| +9% | +$5.7M | 0.1% | 215 |
|
|
2023
Q4 | $51.6M | Sell |
275,264
-9,846
| -3% | -$1.84M | 0.08% | 261 |
|
|
2023
Q3 | $42.5M | Sell |
285,110
-16,527
| -5% | -$2.47M | 0.08% | 270 |
|
|
2023
Q2 | $52.5M | Buy |
301,637
+3,639
| +1% | +$634K | 0.09% | 215 |
|
|
2023
Q1 | $49.1M | Buy |
297,998
+64,424
| +28% | +$10.6M | 0.09% | 230 |
|
|
2022
Q4 | $34.5M | Sell |
233,574
-66,144
| -22% | -$9.77M | 0.08% | 294 |
|
|
2022
Q3 | $40.4M | Sell |
299,718
-28,580
| -9% | -$3.86M | 0.09% | 233 |
|
|
2022
Q2 | $45.6M | Buy |
328,298
+22,047
| +7% | +$3.06M | 0.1% | 206 |
|
|
2022
Q1 | $57.4M | Sell |
306,251
-86,534
| -22% | -$16.2M | 0.12% | 170 |
|
|
2021
Q4 | $64.2M | Sell |
392,785
-37,478
| -9% | -$6.13M | 0.12% | 174 |
|
|
2021
Q3 | $72.2M | Buy |
430,263
+184,463
| +75% | +$30.9M | 0.15% | 129 |
|
|
2021
Q2 | $40.6M | Buy |
245,800
+32,270
| +15% | +$5.33M | 0.09% | 226 |
|
|
2021
Q1 | $29.5M | Sell |
213,530
-17,469
| -8% | -$2.42M | 0.07% | 269 |
|
|
2020
Q4 | $28M | Sell |
230,999
-46,757
| -17% | -$5.66M | 0.07% | 273 |
|
|
2020
Q3 | $27.9M | Buy |
277,756
+10,557
| +4% | +$1.06M | 0.08% | 237 |
|
|
2020
Q2 | $25.3M | Buy |
267,199
+3,314
| +1% | +$314K | 0.08% | 248 |
|
|
2020
Q1 | $22.4M | Buy |
263,885
+39,217
| +17% | +$3.33M | 0.08% | 236 |
|
|
2019
Q4 | $28M | Buy |
224,668
+81,155
| +57% | +$10.1M | 0.08% | 230 |
|
|
2019
Q3 | $17M | Sell |
143,513
-5,901
| -4% | -$698K | 0.04% | 380 |
|
|
2019
Q2 | $18.4M | Sell |
149,414
-22,465
| -13% | -$2.77M | 0.06% | 322 |
|
|
2019
Q1 | $18.8M | Sell |
171,879
-26,768
| -13% | -$2.93M | 0.06% | 316 |
|
|
2018
Q4 | $21.1M | Buy |
198,647
+420
| +0.2% | +$44.7K | 0.08% | 278 |
|
|
2018
Q3 | $21.1M | Sell |
198,227
-42,308
| -18% | -$4.5M | 0.08% | 259 |
|
|
2018
Q2 | $23.6M | Buy |
240,535
+212,277
| +751% | +$20.8M | 0.08% | 254 |
|
|
2018
Q1 | $2.64M | Sell |
28,258
-278,166
| -91% | -$25.9M | 0.01% | 1106 |
|
|
2017
Q4 | $31M | Buy |
306,424
+8,867
| +3% | +$898K | 0.11% | 183 |
|
|
2017
Q3 | $27.2M | Sell |
297,557
-57,311
| -16% | -$5.25M | 0.1% | 219 |
|
|
2017
Q2 | $29.9M | Buy |
354,868
+5,355
| +2% | +$451K | 0.12% | 178 |
|
|
2017
Q1 | $27.7M | Sell |
349,513
-37,556
| -10% | -$2.97M | 0.12% | 185 |
|
|
2016
Q4 | $28.3M | Sell |
387,069
-27,594
| -7% | -$2.02M | 0.14% | 160 |
|
|
2016
Q3 | $25.8M | Buy |
414,663
+61,684
| +17% | +$3.84M | 0.13% | 182 |
|
|
2016
Q2 | $21.4M | Sell |
352,979
-977
| -0.3% | -$59.4K | 0.13% | 199 |
|
|
2016
Q1 | $21.7M | Buy |
353,956
+59,492
| +20% | +$3.65M | 0.14% | 187 |
|
|
2015
Q4 | $20.5M | Buy |
294,464
+230,025
| +357% | +$16M | 0.12% | 198 |
|
|
2015
Q3 | $4.78M | Buy |
64,439
+3,954
| +7% | +$293K | 0.04% | 474 |
|
|
2015
Q2 | $4.7M | Sell |
60,485
-19,400
| -24% | -$1.51M | 0.04% | 483 |
|
|
2015
Q1 | $6.24M | Sell |
79,885
-171,758
| -68% | -$13.4M | 0.05% | 398 |
|
|
2014
Q4 | $23.4M | Buy |
+251,643
| New | +$23.4M | 0.21% | 124 |
|