SKBA Capital Management’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 | $1.19M | Buy |
3,739
+32
| +0.9% | +$10.2K | 0.17% | 59 |
|
|
2025
Q1 | $997K | Buy |
3,707
+2,257
| +156% | +$607K | 0.15% | 64 |
|
|
2024
Q4 | $430K | Sell |
1,450
-100
| -6% | -$29.7K | 0.07% | 65 |
|
|
2024
Q3 | $420K | Sell |
1,550
-100
| -6% | -$27.1K | 0.06% | 64 |
|
|
2024
Q2 | $382K | Hold |
1,650
| – | – | 0.06% | 65 |
|
|
2024
Q1 | $376K | Hold |
1,650
| – | – | 0.06% | 62 |
|
|
2023
Q4 | $309K | Hold |
1,650
| – | – | 0.05% | 66 |
|
|
2023
Q3 | $246K | Hold |
1,650
| – | – | 0.05% | 73 |
|
|
2023
Q2 | $287K | Sell |
1,650
-100
| -6% | -$17.4K | 0.05% | 70 |
|
|
2023
Q1 | $289K | Hold |
1,750
| – | – | 0.05% | 68 |
|
|
2022
Q4 | $259K | Buy |
1,750
+200
| +13% | +$29.6K | 0.05% | 71 |
|
|
2022
Q3 | $209K | Sell |
1,550
-100
| -6% | -$13.5K | 0.04% | 70 |
|
|
2022
Q2 | $229K | Buy |
1,650
+100
| +6% | +$13.9K | 0.05% | 74 |
|
|
2022
Q1 | $290K | Sell |
1,550
-100
| -6% | -$18.7K | 0.05% | 71 |
|
|
2021
Q4 | $270K | Hold |
1,650
| – | – | 0.05% | 75 |
|
|
2021
Q3 | $276K | Hold |
1,650
| – | – | 0.06% | 72 |
|
|
2021
Q2 | $273K | Hold |
1,650
| – | – | 0.05% | 72 |
|
|
2021
Q1 | $233K | Buy |
+1,650
| New | +$233K | 0.04% | 76 |
|
|
2018
Q3 | – | Sell |
-2,250
| Closed | -$221K | – | 77 |
|
|
2018
Q2 | $221K | Sell |
2,250
-1,000
| -31% | -$98.2K | 0.03% | 73 |
|
|
2018
Q1 | $303K | Hold |
3,250
| – | – | 0.04% | 70 |
|
|
2017
Q4 | $323K | Hold |
3,250
| – | – | 0.04% | 68 |
|
|
2017
Q3 | $294K | Hold |
3,250
| – | – | 0.04% | 64 |
|
|
2017
Q2 | $274K | Hold |
3,250
| – | – | 0.04% | 64 |
|
|
2017
Q1 | $257K | Sell |
3,250
-3,500
| -52% | -$277K | 0.03% | 67 |
|
|
2016
Q4 | $500K | Sell |
6,750
-200
| -3% | -$14.8K | 0.06% | 60 |
|
|
2016
Q3 | $445K | Buy |
6,950
+600
| +9% | +$38.4K | 0.05% | 63 |
|
|
2016
Q2 | $386K | Sell |
6,350
-800
| -11% | -$48.6K | 0.04% | 67 |
|
|
2016
Q1 | $439K | Sell |
7,150
-800
| -10% | -$49.1K | 0.04% | 62 |
|
|
2015
Q4 | $553K | Sell |
7,950
-68,160
| -90% | -$4.74M | 0.06% | 69 |
|
|
2015
Q3 | $5.64M | Buy |
76,110
+36,600
| +93% | +$2.71M | 0.48% | 60 |
|
|
2015
Q2 | $3.07M | Buy |
39,510
+3,600
| +10% | +$280K | 0.24% | 73 |
|
|
2015
Q1 | $2.81M | Sell |
35,910
-9,320
| -21% | -$728K | 0.22% | 72 |
|
|
2014
Q4 | $4.21M | Buy |
45,230
+9,500
| +27% | +$884K | 0.32% | 66 |
|
|
2014
Q3 | $3.13M | Buy |
35,730
+17,900
| +100% | +$1.57M | 0.26% | 68 |
|
|
2014
Q2 | $1.69M | Buy |
17,830
+200
| +1% | +$19K | 0.15% | 72 |
|
|
2014
Q1 | $1.59M | Sell |
17,630
-100
| -0.6% | -$9K | 0.15% | 73 |
|
|
2013
Q4 | $1.61M | Sell |
17,730
-5,400
| -23% | -$490K | 0.19% | 74 |
|
|
2013
Q3 | $1.75M | Sell |
23,130
-11,100
| -32% | -$838K | 0.21% | 77 |
|
|
2013
Q2 | $2.56M | Buy |
+34,230
| New | +$2.56M | 0.3% | 73 |
|