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 |
39,350
+381
| +1% | +$113K | 0.97% | 16 |
|
|
2024
Q4 | $11.6M | Sell |
38,969
-470
| -1% | -$135K | 1.01% | 16 |
|
|
2024
Q3 | $10.7M | Sell |
39,439
-445
| -1% | -$111K | 0.94% | 20 |
|
|
2024
Q2 | $9.24M | Sell |
39,884
-27,773
| -41% | -$6.43M | 0.86% | 21 |
|
|
2024
Q1 | $15.4M | Buy |
67,657
+54,023
| +396% | +$11.2M | 0.97% | 11 |
|
|
2023
Q4 | $2.55M | Hold |
13,634
| – | – | 0.2% | 87 |
|
|
2023
Q3 | $2.03M | Buy |
13,634
+1
| +0% | +$164 | 0.18% | 97 |
|
|
2023
Q2 | $2.37M | Buy |
13,633
+1
| +0% | +$161 | 0.2% | 92 |
|
|
2023
Q1 | $2.25M | Buy |
13,632
+206
| +2% | +$34.2K | 0.21% | 89 |
|
|
2022
Q4 | $1.98M | Hold |
13,426
| – | – | 0.2% | 88 |
|
|
2022
Q3 | $1.81M | Hold |
13,426
| – | – | 0.19% | 90 |
|
|
2022
Q2 | $1.86M | Sell |
13,426
-28
| -0.2% | -$4.63K | 0.16% | 92 |
|
|
2022
Q1 | $2.52M | Buy |
13,454
+9
| +0.1% | +$1.63K | 0.18% | 89 |
|
|
2021
Q4 | $2.2M | Sell |
13,445
-222
| -2% | -$37.9K | 0.15% | 97 |
|
|
2021
Q3 | $2.29M | Buy |
13,667
+1
| +0% | +$167 | 0.17% | 88 |
|
|
2021
Q2 | $2.26M | Buy |
13,666
+1
| +0% | +$157 | 0.16% | 89 |
|
|
2021
Q1 | $1.93M | Hold |
13,665
| – | – | 0.15% | 93 |
|
|
2020
Q4 | $1.65M | Sell |
13,665
-50
| -0.4% | -$5.54K | 0.14% | 96 |
|
|
2020
Q3 | $1.38M | Sell |
13,715
-27,348
| -67% | -$2.69M | 0.13% | 107 |
|
|
2020
Q2 | $3.91M | Buy |
41,063
+26,848
| +189% | +$2.47M | 0.39% | 51 |
|
|
2020
Q1 | $1.22M | Sell |
14,215
-106
| -0.7% | -$12.3K | 0.16% | 86 |
|
|
2019
Q4 | $1.78M | Hold |
14,321
| – | – | 0.17% | 82 |
|
|
2019
Q3 | $1.69M | Sell |
14,321
-5,400
| -27% | -$662K | 0.18% | 80 |
|
|
2019
Q2 | $2.43M | Sell |
19,721
-23,191
| -54% | -$2.72M | 0.26% | 68 |
|
|
2019
Q1 | $4.69M | Buy |
42,912
+2,043
| +5% | +$215K | 0.57% | 44 |
|
|
2018
Q4 | $3.9M | Buy |
40,869
+8,674
| +27% | +$908K | 0.61% | 45 |
|
|
2018
Q3 | $3.43M | Buy |
32,195
+625
| +2% | +$65K | 0.32% | 62 |
|
|
2018
Q2 | $3.09M | Buy |
31,570
+1,737
| +6% | +$171K | 0.3% | 63 |
|
|
2018
Q1 | $2.78M | Buy |
29,833
+1,663
| +6% | +$161K | 0.29% | 66 |
|
|
2017
Q4 | $2.8M | Buy |
28,170
+320
| +1% | +$30.5K | 0.36% | 61 |
|
|
2017
Q3 | $2.52M | Sell |
27,850
-455
| -2% | -$39.1K | 0.33% | 69 |
|
|
2017
Q2 | $2.38M | Buy |
28,305
+12,663
| +81% | +$1M | 0.31% | 69 |
|
|
2017
Q1 | $1.24M | Sell |
15,642
-1,688
| -10% | -$132K | 0.16% | 121 |
|
|
2016
Q4 | $1.28M | Buy |
17,330
+2,982
| +21% | +$206K | 0.16% | 121 |
|
|
2016
Q3 | $919K | Buy |
14,348
+2
| +0% | +$128 | 0.12% | 161 |
|
|
2016
Q2 | $872K | Buy |
14,346
+3
| +0% | +$190 | 0.11% | 185 |
|
|
2016
Q1 | $881K | Sell |
14,343
-9,002
| -39% | -$524K | 0.11% | 182 |
|
|
2015
Q4 | $1.62M | Buy |
+23,345
| New | +$1.7M | 0.18% | 132 |
|
Other funds holding AXP
Sheaff Brock Investment Advisors's AXP Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its American Express (AXP) stake by 0.98% in Q1 2025, buying an estimated $113K and bringing the position to 39,350 shares worth $10.6M. The position accounts for 0.97% of the portfolio, ranked #16.
Sheaff Brock Investment Advisors first reported a position in AXP in Q4 2015 and has held it in 38 quarters since. The position peaked at $15.4M in Q1 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.
- Sheaff Brock Investment Advisors held 39,350 shares of American Express worth $10.6M as of Q1 2025.
- Sheaff Brock Investment Advisors bought 381 American Express shares in Q1 2025, an estimated $113K.
- American Express made up 0.97% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #16 holding.
- Sheaff Brock Investment Advisors first reported a position in American Express in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's American Express position peaked at $15.4M in Q1 2024.
- 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.