Shelton Capital Management’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 | $12.8M | Buy |
40,204
+3,436
| +9% | +$1.1M | 0.3% | 90 |
|
|
2025
Q1 | $9.89M | Sell |
36,768
-1,858
| -5% | -$500K | 0.24% | 109 |
|
|
2024
Q4 | $11.5M | Buy |
38,626
+8,018
| +26% | +$2.38M | 0.29% | 85 |
|
|
2024
Q3 | $8.3M | Buy |
30,608
+13,702
| +81% | +$3.72M | 0.21% | 111 |
|
|
2024
Q2 | $3.91M | Sell |
16,906
-502
| -3% | -$116K | 0.11% | 176 |
|
|
2024
Q1 | $3.96M | Buy |
17,408
+200
| +1% | +$45.5K | 0.11% | 186 |
|
|
2023
Q4 | $3.22M | Sell |
17,208
-6,312
| -27% | -$1.18M | 0.1% | 203 |
|
|
2023
Q3 | $3.51M | Hold |
23,520
| – | – | 0.13% | 185 |
|
|
2023
Q2 | $4.1M | Buy |
23,520
+18,000
| +326% | +$3.14M | 0.15% | 148 |
|
|
2023
Q1 | $910K | Buy |
5,520
+3,720
| +207% | +$614K | 0.04% | 242 |
|
|
2022
Q4 | $266K | Sell |
1,800
-4,737
| -72% | -$700K | 0.03% | 494 |
|
|
2022
Q3 | $882K | Sell |
6,537
-72
| -1% | -$9.72K | 0.04% | 250 |
|
|
2022
Q2 | $916K | Sell |
6,609
-11,600
| -64% | -$1.61M | 0.04% | 265 |
|
|
2022
Q1 | $3.41M | Sell |
18,209
-176
| -1% | -$32.9K | 0.13% | 170 |
|
|
2021
Q4 | $3.01M | Sell |
18,385
-235
| -1% | -$38.4K | 0.11% | 194 |
|
|
2021
Q3 | $3.12M | Hold |
18,620
| – | – | 0.12% | 182 |
|
|
2021
Q2 | $3.08M | Buy |
18,620
+13,300
| +250% | +$2.2M | 0.12% | 191 |
|
|
2021
Q1 | $752K | Sell |
5,320
-288
| -5% | -$40.7K | 0.03% | 313 |
|
|
2020
Q4 | $678K | Sell |
5,608
-70,991
| -93% | -$8.58M | 0.03% | 296 |
|
|
2020
Q3 | $7.68M | Buy |
76,599
+4,783
| +7% | +$479K | 0.32% | 64 |
|
|
2020
Q2 | $6.84M | Sell |
71,816
-2,885
| -4% | -$275K | 0.38% | 53 |
|
|
2020
Q1 | $6.4M | Sell |
74,701
-23,003
| -24% | -$1.97M | 0.46% | 38 |
|
|
2019
Q4 | $12.2M | Buy |
97,704
+20,520
| +27% | +$2.55M | 0.67% | 30 |
|
|
2019
Q3 | $9.13M | Buy |
77,184
+1,800
| +2% | +$213K | 0.54% | 41 |
|
|
2019
Q2 | $9.31M | Buy |
75,384
+67,250
| +827% | +$8.3M | 0.54% | 40 |
|
|
2019
Q1 | $74.4K | Sell |
8,134
-57,097
| -88% | -$522K | 0.29% | 71 |
|
|
2018
Q4 | $6.22M | Buy |
65,231
+57,999
| +802% | +$5.53M | 0.42% | 50 |
|
|
2018
Q3 | $770K | Hold |
7,232
| – | – | 0.04% | 266 |
|
|
2018
Q2 | $709K | Sell |
7,232
-532
| -7% | -$52.2K | 0.04% | 272 |
|
|
2018
Q1 | $724K | Sell |
7,764
-193
| -2% | -$18K | 0.05% | 274 |
|
|
2017
Q4 | $790K | Hold |
7,957
| – | – | 0.05% | 272 |
|
|
2017
Q3 | $720K | Hold |
7,957
| – | – | 0.05% | 275 |
|
|
2017
Q2 | $670K | Sell |
7,957
-491
| -6% | -$41.3K | 0.05% | 293 |
|
|
2017
Q1 | $668K | Sell |
8,448
-660
| -7% | -$52.2K | 0.05% | 290 |
|
|
2016
Q4 | $675K | Sell |
9,108
-1,127
| -11% | -$83.5K | 0.05% | 291 |
|
|
2016
Q3 | $655K | Buy |
10,235
+634
| +7% | +$40.6K | 0.05% | 290 |
|
|
2016
Q2 | $583K | Buy |
9,601
+209
| +2% | +$12.7K | 0.05% | 328 |
|
|
2016
Q1 | $577K | Sell |
9,392
-100
| -1% | -$6.14K | 0.05% | 316 |
|
|
2015
Q4 | $660K | Sell |
9,492
-4,719
| -33% | -$328K | 0.06% | 258 |
|
|
2015
Q3 | $1.05M | Buy |
14,211
+700
| +5% | +$51.9K | 0.12% | 168 |
|
|
2015
Q2 | $1.05M | Buy |
13,511
+454
| +3% | +$35.3K | 0.11% | 170 |
|
|
2015
Q1 | $1.02M | Buy |
13,057
+500
| +4% | +$39.1K | 0.11% | 184 |
|
|
2014
Q4 | $1.17M | Buy |
12,557
+5,300
| +73% | +$493K | 0.14% | 146 |
|
|
2014
Q3 | $635K | Hold |
7,257
| – | – | 0.09% | 254 |
|
|
2014
Q2 | $688K | Hold |
7,257
| – | – | 0.1% | 227 |
|
|
2014
Q1 | $653K | Hold |
7,257
| – | – | 0.1% | 226 |
|
|
2013
Q4 | $658K | Sell |
7,257
-1,200
| -14% | -$109K | 0.1% | 213 |
|
|
2013
Q3 | $639K | Hold |
8,457
| – | – | 0.11% | 201 |
|
|
2013
Q2 | $632K | Buy |
+8,457
| New | +$632K | 0.12% | 189 |
|