Simplex Trading’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 | $980K | Buy |
+3,075
| New | +$980K | ﹤0.01% | 416 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2429 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2472 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2314 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2451 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2394 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2423 |
|
|
2023
Q3 | – | Sell |
-47,132
| Closed | -$8.21M | – | 2312 |
|
|
2023
Q2 | $8.21M | Buy |
47,132
+22,760
| +93% | +$3.96M | 0.01% | 64 |
|
|
2023
Q1 | $4.02M | Buy |
+24,372
| New | +$4.02M | ﹤0.01% | 116 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2553 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2732 |
|
|
2022
Q2 | – | Sell |
-24,769
| Closed | -$4.63M | – | 2654 |
|
|
2022
Q1 | $4.63M | Buy |
+24,769
| New | +$4.63M | ﹤0.01% | 136 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3014 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2826 |
|
|
2021
Q2 | – | Sell |
-13,454
| Closed | -$1.9M | – | 2871 |
|
|
2021
Q1 | $1.9M | Sell |
13,454
-2,716
| -17% | -$384K | ﹤0.01% | 215 |
|
|
2020
Q4 | $1.96M | Buy |
+16,170
| New | +$1.96M | ﹤0.01% | 223 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2153 |
|
|
2020
Q2 | – | Sell |
-23,742
| Closed | -$2.03M | – | 2040 |
|
|
2020
Q1 | $2.03M | Sell |
23,742
-12,302
| -34% | -$1.05M | ﹤0.01% | 150 |
|
|
2019
Q4 | $4.49M | Buy |
+36,044
| New | +$4.49M | 0.01% | 57 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1893 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1830 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1865 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1931 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2074 |
|
|
2018
Q2 | – | Sell |
-39,943
| Closed | -$3.73M | – | 2080 |
|
|
2018
Q1 | $3.73M | Buy |
39,943
+13,540
| +51% | +$1.26M | 0.16% | 63 |
|
|
2017
Q4 | $2.62M | Buy |
+26,403
| New | +$2.62M | 0.11% | 97 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1803 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1891 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1876 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1755 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1673 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1748 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$34K | – | 1694 |
|
|
2015
Q4 | $34K | Sell |
500
-47,925
| -99% | -$3.26M | ﹤0.01% | 1026 |
|
|
2015
Q3 | $3.59M | Sell |
48,425
-10,078
| -17% | -$747K | 0.26% | 34 |
|
|
2015
Q2 | $4.55M | Buy |
58,503
+40,704
| +229% | +$3.16M | 0.38% | 27 |
|
|
2015
Q1 | $1.39M | Buy |
+17,799
| New | +$1.39M | 0.16% | 74 |
|