Silver Lake Advisory’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 | $670K | Sell |
2,101
-187
| -8% | -$59.6K | 0.29% | 69 |
|
|
2025
Q1 | $616K | Buy |
2,288
+3
| +0.1% | +$807 | 0.27% | 69 |
|
|
2024
Q4 | $678K | Sell |
2,285
-37
| -2% | -$11K | 0.3% | 65 |
|
|
2024
Q3 | $630K | Buy |
2,322
+3
| +0.1% | +$814 | 0.26% | 70 |
|
|
2024
Q2 | $537K | Buy |
2,319
+4
| +0.2% | +$926 | 0.24% | 68 |
|
|
2024
Q1 | $527K | Buy |
+2,315
| New | +$527K | 0.23% | 68 |
|
|
2023
Q3 | – | Sell |
-2,529
| Closed | -$441K | – | 59 |
|
|
2023
Q2 | $441K | Sell |
2,529
-73
| -3% | -$12.7K | 0.24% | 67 |
|
|
2023
Q1 | $429K | Buy |
+2,602
| New | +$429K | 0.24% | 65 |
|
|
2022
Q4 | – | Sell |
-2,597
| Closed | -$350K | – | 62 |
|
|
2022
Q3 | $350K | Buy |
2,597
+3
| +0.1% | +$404 | 0.2% | 75 |
|
|
2022
Q2 | $360K | Buy |
2,594
+2
| +0.1% | +$278 | 0.2% | 77 |
|
|
2022
Q1 | $485K | Buy |
2,592
+2
| +0.1% | +$374 | 0.23% | 73 |
|
|
2021
Q4 | $424K | Buy |
2,590
+2
| +0.1% | +$327 | 0.2% | 86 |
|
|
2021
Q3 | $434K | Buy |
2,588
+77
| +3% | +$12.9K | 0.21% | 79 |
|
|
2021
Q2 | $425K | Buy |
2,511
+2
| +0.1% | +$339 | 0.2% | 80 |
|
|
2021
Q1 | $355K | Buy |
2,509
+2
| +0.1% | +$283 | 0.18% | 80 |
|
|
2020
Q4 | $303K | Buy |
2,507
+3
| +0.1% | +$363 | 0.17% | 81 |
|
|
2020
Q3 | $251K | Buy |
2,504
+3
| +0.1% | +$301 | 0.15% | 81 |
|
|
2020
Q2 | $238K | Buy |
2,501
+4
| +0.2% | +$381 | 0.15% | 79 |
|
|
2020
Q1 | $214K | Sell |
2,497
-36
| -1% | -$3.09K | 0.16% | 80 |
|
|
2019
Q4 | $315K | Buy |
2,533
+3
| +0.1% | +$373 | 0.19% | 69 |
|
|
2019
Q3 | $299K | Buy |
2,530
+2
| +0.1% | +$236 | 0.19% | 70 |
|
|
2019
Q2 | $312K | Buy |
2,528
+3
| +0.1% | +$370 | 0.21% | 71 |
|
|
2019
Q1 | $276K | Buy |
2,525
+4
| +0.2% | +$437 | 0.19% | 74 |
|
|
2018
Q4 | $240K | Buy |
2,521
+4
| +0.2% | +$381 | 0.18% | 78 |
|
|
2018
Q3 | $268K | Buy |
2,517
+22
| +0.9% | +$2.34K | 0.16% | 82 |
|
|
2018
Q2 | $210K | Sell |
2,495
-13
| -0.5% | -$1.09K | 0.17% | 73 |
|
|
2018
Q1 | $234K | Buy |
2,508
+4
| +0.2% | +$373 | 0.17% | 78 |
|
|
2017
Q4 | $249K | Buy |
2,504
+4
| +0.2% | +$398 | 0.18% | 76 |
|
|
2017
Q3 | $226K | Buy |
2,500
+5
| +0.2% | +$452 | 0.17% | 77 |
|
|
2017
Q2 | $210K | Buy |
+2,495
| New | +$210K | 0.16% | 79 |
|
|
2015
Q1 | – | Sell |
-2,204
| Closed | -$205K | – | 74 |
|
|
2014
Q4 | $205K | Sell |
2,204
-19
| -0.9% | -$1.77K | 0.17% | 72 |
|
|
2014
Q3 | $195K | Buy |
2,223
+4
| +0.2% | +$351 | 0.16% | 76 |
|
|
2014
Q2 | $207K | Sell |
2,219
-115
| -5% | -$10.7K | 0.17% | 76 |
|
|
2014
Q1 | $210K | Sell |
2,334
-114
| -5% | -$10.3K | 0.19% | 67 |
|
|
2013
Q4 | $222K | Buy |
+2,448
| New | +$222K | 0.19% | 71 |
|