Sittner & Nelson’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 | $423K | Buy |
1,326
+1
| +0.1% | +$319 | 0.17% | 94 |
|
|
2025
Q1 | $356K | Buy |
1,325
+1
| +0.1% | +$269 | 0.15% | 97 |
|
|
2024
Q4 | $393K | Buy |
1,324
+1
| +0.1% | +$297 | 0.17% | 85 |
|
|
2024
Q3 | $359K | Buy |
1,323
+2
| +0.2% | +$542 | 0.16% | 87 |
|
|
2024
Q2 | $306K | Buy |
1,321
+1
| +0.1% | +$232 | 0.15% | 88 |
|
|
2024
Q1 | $301K | Buy |
1,320
+1
| +0.1% | +$228 | 0.15% | 94 |
|
|
2023
Q4 | $247K | Sell |
1,319
-379
| -22% | -$71K | 0.13% | 99 |
|
|
2023
Q3 | $253K | Buy |
1,698
+2
| +0.1% | +$298 | 0.15% | 93 |
|
|
2023
Q2 | $295K | Buy |
1,696
+2
| +0.1% | +$348 | 0.16% | 89 |
|
|
2023
Q1 | $279K | Buy |
1,694
+1
| +0.1% | +$165 | 0.16% | 97 |
|
|
2022
Q4 | $250K | Buy |
1,693
+2
| +0.1% | +$296 | 0.15% | 104 |
|
|
2022
Q3 | $228K | Sell |
1,691
-474
| -22% | -$63.9K | 0.15% | 101 |
|
|
2022
Q2 | $300K | Buy |
2,165
+476
| +28% | +$66K | 0.2% | 89 |
|
|
2022
Q1 | $316K | Buy |
1,689
+1
| +0.1% | +$187 | 0.18% | 82 |
|
|
2021
Q4 | $276K | Buy |
1,688
+2
| +0.1% | +$327 | 0.16% | 84 |
|
|
2021
Q3 | $283K | Buy |
1,686
+1
| +0.1% | +$168 | 0.18% | 78 |
|
|
2021
Q2 | $278K | Buy |
1,685
+1
| +0.1% | +$165 | 0.2% | 74 |
|
|
2021
Q1 | $238K | Buy |
1,684
+1
| +0.1% | +$141 | 0.18% | 80 |
|
|
2020
Q4 | $203K | Buy |
+1,683
| New | +$203K | 0.18% | 82 |
|