Sheaff Brock Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $11.6M | Sell |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $9.24M | Sell |
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|
2024
Q1 | $15.4M | Buy |
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|
2023
Q4 | $2.55M | Hold |
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|
2023
Q3 | $2.03M | Buy |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $1.98M | Hold |
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|
2022
Q3 | $1.81M | Hold |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $2.52M | Buy |
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|
2021
Q4 | $2.2M | Sell |
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|
2021
Q3 | $2.29M | Buy |
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|
2021
Q2 | $2.26M | Buy |
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|
2021
Q1 | $1.93M | Hold |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $1.38M | Sell |
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|
2020
Q2 | $3.91M | Buy |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $1.78M | Hold |
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|
2019
Q3 | $1.69M | Sell |
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|
2019
Q2 | $2.43M | Sell |
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|
2019
Q1 | $4.69M | Buy |
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|
2018
Q4 | $3.9M | Buy |
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|
2018
Q3 | $3.43M | Buy |
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|
2018
Q2 | $3.09M | Buy |
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|
2018
Q1 | $2.78M | Buy |
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|
2017
Q4 | $2.8M | Buy |
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|
2017
Q3 | $2.52M | Sell |
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|
2017
Q2 | $2.38M | Buy |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.28M | Buy |
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|
2016
Q3 | $919K | Buy |
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|
2016
Q2 | $872K | Buy |
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|
2016
Q1 | $881K | Sell |
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|
2015
Q4 | $1.62M | Buy |
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