Simon Quick Advisors’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 | $1.21M | Buy |
3,807
+632
| +20% | +$202K | 0.05% | 219 |
|
|
2025
Q1 | $854K | Buy |
3,175
+147
| +5% | +$39.6K | 0.05% | 186 |
|
|
2024
Q4 | $899K | Buy |
3,028
+566
| +23% | +$168K | 0.05% | 167 |
|
|
2024
Q3 | $668K | Buy |
2,462
+341
| +16% | +$92.5K | 0.04% | 199 |
|
|
2024
Q2 | $491K | Buy |
2,121
+774
| +57% | +$179K | 0.03% | 222 |
|
|
2024
Q1 | $307K | Buy |
+1,347
| New | +$307K | 0.02% | 290 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$2K | – | 371 |
|
|
2021
Q3 | $2K | Sell |
15
-8
| -35% | -$1.07K | ﹤0.01% | 395 |
|
|
2021
Q2 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 408 |
|
|
2020
Q4 | – | Sell |
-857
| Closed | -$86K | – | 436 |
|
|
2020
Q3 | $86K | Hold |
857
| – | – | 0.02% | 143 |
|
|
2020
Q2 | $82K | Hold |
857
| – | – | 0.03% | 146 |
|
|
2020
Q1 | $73K | Sell |
857
-397
| -32% | -$33.8K | 0.03% | 152 |
|
|
2019
Q4 | $156K | Sell |
1,254
-461
| -27% | -$57.3K | 0.06% | 108 |
|
|
2019
Q3 | $203K | Buy |
1,715
+574
| +50% | +$67.9K | 0.09% | 72 |
|
|
2019
Q2 | $141K | Buy |
1,141
+26
| +2% | +$3.21K | 0.07% | 74 |
|
|
2019
Q1 | $122K | Hold |
1,115
| – | – | 0.05% | 102 |
|
|
2018
Q4 | $106K | Sell |
1,115
-29
| -3% | -$2.76K | 0.04% | 108 |
|
|
2018
Q3 | $122K | Hold |
1,144
| – | – | 0.05% | 101 |
|
|
2018
Q2 | $112K | Hold |
1,144
| – | – | 0.05% | 110 |
|
|
2018
Q1 | $107K | Hold |
1,144
| – | – | 0.04% | 131 |
|
|
2017
Q4 | $114K | Sell |
1,144
-789
| -41% | -$78.6K | 0.05% | 140 |
|
|
2017
Q3 | $175K | Buy |
1,933
+818
| +73% | +$74.1K | 0.06% | 142 |
|
|
2017
Q2 | $94K | Sell |
1,115
-879
| -44% | -$74.1K | 0.05% | 95 |
|
|
2017
Q1 | $158K | Hold |
1,994
| – | – | 0.09% | 98 |
|
|
2016
Q4 | $148K | Buy |
+1,994
| New | +$148K | 0.11% | 100 |
|