Sigma Planning Corp’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 | $3.35M | Sell |
10,517
-329
| -3% | -$105K | 0.1% | 206 |
|
|
2025
Q1 | $2.92M | Buy |
10,846
+195
| +2% | +$52.5K | 0.09% | 217 |
|
|
2024
Q4 | $3.16M | Sell |
10,651
-674
| -6% | -$200K | 0.1% | 200 |
|
|
2024
Q3 | $3.07M | Buy |
11,325
+265
| +2% | +$71.9K | 0.09% | 210 |
|
|
2024
Q2 | $2.56M | Buy |
11,060
+206
| +2% | +$47.7K | 0.08% | 237 |
|
|
2024
Q1 | $2.47M | Buy |
10,854
+5,115
| +89% | +$1.16M | 0.08% | 255 |
|
|
2023
Q4 | $1.08M | Sell |
5,739
-4,794
| -46% | -$898K | 0.08% | 255 |
|
|
2023
Q3 | $1.57M | Buy |
10,533
+21
| +0.2% | +$3.13K | 0.06% | 327 |
|
|
2023
Q2 | $1.83M | Sell |
10,512
-469
| -4% | -$81.7K | 0.07% | 298 |
|
|
2023
Q1 | $1.81M | Sell |
10,981
-193
| -2% | -$31.8K | 0.06% | 325 |
|
|
2022
Q4 | $1.65M | Sell |
11,174
-199
| -2% | -$29.4K | 0.06% | 331 |
|
|
2022
Q3 | $1.53M | Sell |
11,373
-3,828
| -25% | -$516K | 0.06% | 322 |
|
|
2022
Q2 | $2.11M | Sell |
15,201
-2,347
| -13% | -$325K | 0.07% | 262 |
|
|
2022
Q1 | $3.28M | Sell |
17,548
-1,296
| -7% | -$242K | 0.1% | 206 |
|
|
2021
Q4 | $3.08M | Buy |
18,844
+3,178
| +20% | +$520K | 0.09% | 233 |
|
|
2021
Q3 | $2.63M | Sell |
15,666
-875
| -5% | -$147K | 0.08% | 259 |
|
|
2021
Q2 | $2.73M | Buy |
16,541
+538
| +3% | +$88.9K | 0.08% | 256 |
|
|
2021
Q1 | $2.26M | Buy |
16,003
+4,237
| +36% | +$599K | 0.07% | 287 |
|
|
2020
Q4 | $1.42M | Sell |
11,766
-818
| -7% | -$98.9K | 0.05% | 348 |
|
|
2020
Q3 | $1.26M | Buy |
12,584
+2,893
| +30% | +$290K | 0.05% | 337 |
|
|
2020
Q2 | $923K | Sell |
9,691
-2,770
| -22% | -$264K | 0.04% | 405 |
|
|
2020
Q1 | $1.07M | Sell |
12,461
-160
| -1% | -$13.7K | 0.06% | 298 |
|
|
2019
Q4 | $1.57M | Sell |
12,621
-116
| -0.9% | -$14.4K | 0.07% | 300 |
|
|
2019
Q3 | $1.51M | Buy |
12,737
+524
| +4% | +$62K | 0.07% | 279 |
|
|
2019
Q2 | $1.51M | Buy |
12,213
+749
| +7% | +$92.5K | 0.08% | 268 |
|
|
2019
Q1 | $1.25M | Buy |
11,464
+4,626
| +68% | +$506K | 0.07% | 267 |
|
|
2018
Q4 | $652K | Sell |
6,838
-16
| -0.2% | -$1.53K | 0.05% | 354 |
|
|
2018
Q3 | $730K | Sell |
6,854
-5,068
| -43% | -$540K | 0.04% | 373 |
|
|
2018
Q2 | $1.17M | Sell |
11,922
-338
| -3% | -$33.1K | 0.08% | 250 |
|
|
2018
Q1 | $1.14M | Sell |
12,260
-631
| -5% | -$58.9K | 0.08% | 241 |
|
|
2017
Q4 | $1.28M | Sell |
12,891
-520
| -4% | -$51.6K | 0.1% | 219 |
|
|
2017
Q3 | $1.21M | Sell |
13,411
-725
| -5% | -$65.6K | 0.1% | 223 |
|
|
2017
Q2 | $1.19M | Sell |
14,136
-5,091
| -26% | -$429K | 0.11% | 214 |
|
|
2017
Q1 | $1.52M | Buy |
19,227
+2,920
| +18% | +$231K | 0.15% | 170 |
|
|
2016
Q4 | $1.21M | Buy |
16,307
+8,093
| +99% | +$600K | 0.13% | 182 |
|
|
2016
Q3 | $526K | Buy |
8,214
+2,567
| +45% | +$164K | 0.06% | 325 |
|
|
2016
Q2 | $343K | Buy |
5,647
+736
| +15% | +$44.7K | 0.04% | 438 |
|
|
2016
Q1 | $302K | Buy |
4,911
+6
| +0.1% | +$369 | 0.04% | 449 |
|
|
2015
Q4 | $341K | Sell |
4,905
-1,688
| -26% | -$117K | 0.05% | 408 |
|
|
2015
Q3 | $489K | Sell |
6,593
-143
| -2% | -$10.6K | 0.08% | 298 |
|
|
2015
Q2 | $524K | Buy |
6,736
+339
| +5% | +$26.4K | 0.07% | 322 |
|
|
2015
Q1 | $500K | Buy |
6,397
+917
| +17% | +$71.7K | 0.07% | 342 |
|
|
2014
Q4 | $510K | Buy |
+5,480
| New | +$510K | 0.07% | 328 |
|