SIG
AXP icon

Sky Investment Group’s American Express AXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.3M Sell
48,105
-597
-1% -$190K 2.69% 4
2025
Q1
$13.1M Buy
48,702
+400
+0.8% +$108K 2.42% 6
2024
Q4
$14.3M Sell
48,302
-502
-1% -$149K 2.62% 4
2024
Q3
$13.2M Sell
48,804
-68
-0.1% -$18.4K 2.38% 4
2024
Q2
$11.3M Sell
48,872
-1,222
-2% -$283K 2.16% 6
2024
Q1
$11.4M Sell
50,094
-555
-1% -$126K 2.19% 8
2023
Q4
$9.49M Buy
50,649
+59
+0.1% +$11.1K 2% 14
2023
Q3
$7.55M Buy
50,590
+911
+2% +$136K 1.71% 20
2023
Q2
$8.65M Buy
49,679
+1,378
+3% +$240K 1.88% 18
2023
Q1
$7.97M Buy
48,301
+68
+0.1% +$11.2K 1.82% 20
2022
Q4
$7.13M Buy
48,233
+590
+1% +$87.2K 1.68% 22
2022
Q3
$6.43M Buy
47,643
+450
+1% +$60.7K 1.67% 19
2022
Q2
$6.54M Sell
47,193
-2,017
-4% -$280K 1.57% 25
2022
Q1
$9.2M Sell
49,210
-340
-0.7% -$63.6K 1.94% 13
2021
Q4
$8.11M Buy
49,550
+368
+0.7% +$60.2K 1.64% 21
2021
Q3
$8.24M Sell
49,182
-837
-2% -$140K 1.83% 15
2021
Q2
$8.27M Sell
50,019
-2,288
-4% -$378K 1.86% 15
2021
Q1
$7.4M Sell
52,307
-410
-0.8% -$58K 1.77% 18
2020
Q4
$6.37M Sell
52,717
-85
-0.2% -$10.3K 1.62% 23
2020
Q3
$5.29M Buy
52,802
+20
+0% +$2.01K 1.46% 22
2020
Q2
$5.03M Sell
52,782
-60
-0.1% -$5.71K 1.73% 20
2020
Q1
$4.52M Buy
52,842
+1,175
+2% +$101K 1.82% 21
2019
Q4
$6.43M Sell
51,667
-373
-0.7% -$46.4K 2.11% 19
2019
Q3
$6.16M Buy
52,040
+162
+0.3% +$19.2K 2.12% 18
2019
Q2
$6.4M Sell
51,878
-201
-0.4% -$24.8K 2.24% 16
2019
Q1
$5.69M Buy
52,079
+195
+0.4% +$21.3K 2.09% 19
2018
Q4
$4.95M Sell
51,884
-135
-0.3% -$12.9K 2.08% 18
2018
Q3
$5.54M Sell
52,019
-573
-1% -$61K 2.11% 16
2018
Q2
$5.15M Buy
52,592
+15
+0% +$1.47K 2.08% 17
2018
Q1
$4.9M Buy
52,577
+783
+2% +$73K 1.99% 18
2017
Q4
$5.14M Sell
51,794
-634
-1% -$63K 2.01% 19
2017
Q3
$4.74M Sell
52,428
-55
-0.1% -$4.98K 1.94% 17
2017
Q2
$4.42M Sell
52,483
-298
-0.6% -$25.1K 1.87% 17
2017
Q1
$4.18M Sell
52,781
-370
-0.7% -$29.3K 1.84% 22
2016
Q4
$3.94M Sell
53,151
-504
-0.9% -$37.3K 1.83% 22
2016
Q3
$3.44M Buy
53,655
+423
+0.8% +$27.1K 1.6% 25
2016
Q2
$3.23M Hold
53,232
1.53% 26
2016
Q1
$3.27M Sell
53,232
-105
-0.2% -$6.45K 1.62% 24
2015
Q4
$3.71M Buy
53,337
+225
+0.4% +$15.7K 1.91% 18
2015
Q3
$3.94M Sell
53,112
-637
-1% -$47.2K 2.19% 13
2015
Q2
$4.18M Buy
53,749
+920
+2% +$71.5K 2.21% 13
2015
Q1
$4.13M Buy
52,829
+2,042
+4% +$160K 2.21% 14
2014
Q4
$4.73M Buy
50,787
+2,010
+4% +$187K 2.47% 10
2014
Q3
$4.27M Buy
48,777
+4,315
+10% +$378K 2.31% 12
2014
Q2
$4.22M Sell
44,462
-5,426
-11% -$515K 2.51% 10
2014
Q1
$4.49M Sell
49,888
-1,412
-3% -$127K 2.48% 10
2013
Q4
$4.65M Buy
51,300
+34,511
+206% +$3.13M 2.64% 10
2013
Q3
$1.27M Buy
+16,789
New +$1.27M 3.27% 8