Seizert Capital Partners’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 | $7.42M | Sell |
23,248
-932
| -4% | -$297K | 0.33% | 57 |
|
|
2025
Q1 | $6.51M | Sell |
24,180
-10,613
| -31% | -$2.86M | 0.3% | 57 |
|
|
2024
Q4 | $10.3M | Sell |
34,793
-90
| -0.3% | -$26.7K | 0.47% | 49 |
|
|
2024
Q3 | $9.46M | Sell |
34,883
-3,588
| -9% | -$973K | 0.43% | 55 |
|
|
2024
Q2 | $8.91M | Sell |
38,471
-19,916
| -34% | -$4.61M | 0.44% | 52 |
|
|
2024
Q1 | $13.3M | Buy |
58,387
+334
| +0.6% | +$76K | 0.61% | 46 |
|
|
2023
Q4 | $10.9M | Sell |
58,053
-22
| -0% | -$4.12K | 0.55% | 45 |
|
|
2023
Q3 | $8.66M | Buy |
58,075
+284
| +0.5% | +$42.4K | 0.46% | 49 |
|
|
2023
Q2 | $10.1M | Sell |
57,791
-851
| -1% | -$148K | 0.54% | 47 |
|
|
2023
Q1 | $9.67M | Sell |
58,642
-389
| -0.7% | -$64.2K | 0.53% | 48 |
|
|
2022
Q4 | $8.72M | Sell |
59,031
-7,743
| -12% | -$1.14M | 0.46% | 53 |
|
|
2022
Q3 | $9.01M | Buy |
66,774
+858
| +1% | +$116K | 0.51% | 50 |
|
|
2022
Q2 | $9.14M | Sell |
65,916
-1,257
| -2% | -$174K | 0.48% | 51 |
|
|
2022
Q1 | $12.6M | Sell |
67,173
-10,532
| -14% | -$1.97M | 0.58% | 49 |
|
|
2021
Q4 | $12.7M | Buy |
77,705
+14,193
| +22% | +$2.32M | 0.57% | 49 |
|
|
2021
Q3 | $10.6M | Sell |
63,512
-822
| -1% | -$138K | 0.49% | 53 |
|
|
2021
Q2 | $10.6M | Buy |
64,334
+13,340
| +26% | +$2.2M | 0.51% | 53 |
|
|
2021
Q1 | $7.21M | Sell |
50,994
-1,778
| -3% | -$251K | 0.38% | 66 |
|
|
2020
Q4 | $6.38M | Sell |
52,772
-8,416
| -14% | -$1.02M | 0.37% | 64 |
|
|
2020
Q3 | $6.13M | Buy |
+61,188
| New | +$6.13M | 0.4% | 62 |
|