SevenBridge Financial Group’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 | $304K | Buy |
1,004
+2
| +0.2% | +$606 | 0.05% | 174 |
|
|
2025
Q1 | $300K | Buy |
1,002
+2
| +0.2% | +$598 | 0.06% | 185 |
|
|
2024
Q4 | $310K | Buy |
1,000
+79
| +9% | +$24.5K | 0.06% | 184 |
|
|
2024
Q3 | $270K | Hold |
921
| – | – | 0.05% | 191 |
|
|
2024
Q2 | $213K | Hold |
921
| – | – | 0.05% | 198 |
|
|
2024
Q1 | $213K | Sell |
921
-274
| -23% | -$63.2K | 0.05% | 189 |
|
|
2023
Q4 | $224K | Buy |
+1,195
| New | +$224K | 0.05% | 178 |
|
|
2023
Q3 | – | Sell |
-1,160
| Closed | -$202K | – | 185 |
|
|
2023
Q2 | $202K | Buy |
+1,160
| New | +$202K | 0.05% | 170 |
|
|
2022
Q2 | – | Sell |
-1,076
| Closed | -$201K | – | 143 |
|
|
2022
Q1 | $201K | Sell |
1,076
-197
| -15% | -$36.8K | 0.07% | 152 |
|
|
2021
Q4 | $208K | Sell |
1,273
-81
| -6% | -$13.2K | 0.06% | 165 |
|
|
2021
Q3 | $227K | Hold |
1,354
| – | – | 0.08% | 160 |
|
|
2021
Q2 | $224K | Buy |
+1,354
| New | +$224K | 0.07% | 157 |
|
|
2019
Q3 | – | Sell |
-1,286
| Closed | -$159K | – | 177 |
|
|
2019
Q2 | $159K | Hold |
1,286
| – | – | 0.06% | 158 |
|
|
2019
Q1 | $141K | Hold |
1,286
| – | – | 0.05% | 151 |
|
|
2018
Q4 | $123K | Sell |
1,286
-510
| -28% | -$48.8K | 0.08% | 150 |
|
|
2018
Q3 | $191K | Buy |
1,796
+510
| +40% | +$54.2K | 0.1% | 131 |
|
|
2018
Q2 | $126K | Hold |
1,286
| – | – | 0.07% | 164 |
|
|
2018
Q1 | $120K | Hold |
1,286
| – | – | 0.07% | 170 |
|
|
2017
Q4 | $128K | Hold |
1,286
| – | – | 0.07% | 168 |
|
|
2017
Q3 | $116K | Hold |
1,286
| – | – | 0.07% | 173 |
|
|
2017
Q2 | $108K | Sell |
1,286
-200
| -13% | -$16.8K | 0.07% | 184 |
|
|
2017
Q1 | $116K | Hold |
1,486
| – | – | 0.08% | 163 |
|
|
2016
Q4 | $90K | Hold |
1,486
| – | – | 0.07% | 205 |
|
|
2016
Q3 | $90K | Sell |
1,486
-189
| -11% | -$11.4K | 0.07% | 202 |
|
|
2016
Q2 | $102K | Buy |
+1,675
| New | +$102K | 0.07% | 188 |
|