Semmax Financial Advisors’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 | $215K | Buy |
724
+2
| +0.3% | +$595 | 0.06% | 134 |
|
|
2025
Q1 | $206K | Buy |
722
+1
| +0.1% | +$285 | 0.06% | 125 |
|
|
2024
Q4 | $222K | Buy |
721
+2
| +0.3% | +$615 | 0.06% | 119 |
|
|
2024
Q3 | $208K | Buy |
719
+1
| +0.1% | +$289 | 0.06% | 120 |
|
|
2024
Q2 | $172K | Sell |
718
-7
| -1% | -$1.67K | 0.05% | 123 |
|
|
2024
Q1 | $173K | Buy |
725
+564
| +350% | +$135K | 0.06% | 119 |
|
|
2023
Q4 | $33.8K | Sell |
161
-1
| -0.6% | -$210 | 0.01% | 161 |
|
|
2023
Q3 | $25K | Buy |
+162
| New | +$25K | 0.01% | 154 |
|
|
2022
Q4 | $204K | Sell |
1,325
-60
| -4% | -$9.24K | 0.08% | 85 |
|
|
2022
Q3 | $204K | Sell |
1,385
-71
| -5% | -$10.5K | 0.09% | 84 |
|
|
2022
Q2 | $236K | Sell |
1,456
-107
| -7% | -$17.3K | 0.1% | 88 |
|
|
2022
Q1 | $292K | Sell |
1,563
-1,125
| -42% | -$210K | 0.12% | 96 |
|
|
2021
Q4 | $440K | Sell |
2,688
-662
| -20% | -$108K | 0.16% | 94 |
|
|
2021
Q3 | $561K | Sell |
3,350
-201
| -6% | -$33.7K | 0.19% | 93 |
|
|
2021
Q2 | $587K | Buy |
3,551
+94
| +3% | +$15.5K | 0.19% | 93 |
|
|
2021
Q1 | $489K | Buy |
3,457
+272
| +9% | +$38.5K | 0.17% | 92 |
|
|
2020
Q4 | $385K | Buy |
3,185
+187
| +6% | +$22.6K | 0.16% | 91 |
|
|
2020
Q3 | $301K | Buy |
2,998
+143
| +5% | +$14.4K | 0.14% | 88 |
|
|
2020
Q2 | $272K | Buy |
2,855
+353
| +14% | +$33.6K | 0.14% | 86 |
|
|
2020
Q1 | $214K | Buy |
2,502
+243
| +11% | +$20.8K | 0.14% | 90 |
|
|
2019
Q4 | $281K | Buy |
2,259
+137
| +6% | +$17K | 0.15% | 83 |
|
|
2019
Q3 | $251K | Sell |
2,122
-1,347
| -39% | -$159K | 0.15% | 81 |
|
|
2019
Q2 | $428K | Buy |
3,469
+1,304
| +60% | +$161K | 0.28% | 68 |
|
|
2019
Q1 | $237K | Buy |
2,165
+603
| +39% | +$66K | 0.16% | 119 |
|
|
2018
Q4 | $149K | Buy |
+1,562
| New | +$149K | 0.12% | 125 |
|