Smith, Moore & Co’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 | $497K | Sell |
1,558
-129
| -8% | -$41.1K | 0.04% | 300 |
|
|
2025
Q1 | $454K | Sell |
1,687
-258
| -13% | -$69.4K | 0.04% | 301 |
|
|
2024
Q4 | $577K | Sell |
1,945
-96
| -5% | -$28.5K | 0.05% | 269 |
|
|
2024
Q3 | $554K | Sell |
2,041
-69
| -3% | -$18.7K | 0.05% | 267 |
|
|
2024
Q2 | $489K | Buy |
2,110
+200
| +10% | +$46.3K | 0.05% | 272 |
|
|
2024
Q1 | $435K | Buy |
1,910
+418
| +28% | +$95.2K | 0.05% | 290 |
|
|
2023
Q4 | $279K | Buy |
+1,492
| New | +$279K | 0.03% | 338 |
|
|
2023
Q3 | – | Sell |
-1,198
| Closed | -$209K | – | 383 |
|
|
2023
Q2 | $209K | Sell |
1,198
-623
| -34% | -$109K | 0.03% | 369 |
|
|
2023
Q1 | $300K | Sell |
1,821
-30
| -2% | -$4.95K | 0.04% | 305 |
|
|
2022
Q4 | $273K | Buy |
1,851
+253
| +16% | +$37.4K | 0.04% | 312 |
|
|
2022
Q3 | $216K | Buy |
1,598
+1
| +0.1% | +$135 | 0.03% | 342 |
|
|
2022
Q2 | $221K | Hold |
1,597
| – | – | 0.03% | 347 |
|
|
2022
Q1 | $299K | Sell |
1,597
-20
| -1% | -$3.75K | 0.04% | 320 |
|
|
2021
Q4 | $265K | Buy |
1,617
+105
| +7% | +$17.2K | 0.04% | 345 |
|
|
2021
Q3 | $253K | Sell |
1,512
-53
| -3% | -$8.87K | 0.04% | 343 |
|
|
2021
Q2 | $259K | Buy |
1,565
+1
| +0.1% | +$165 | 0.04% | 334 |
|
|
2021
Q1 | $221K | Buy |
+1,564
| New | +$221K | 0.04% | 345 |
|
|
2018
Q4 | – | Sell |
-2,001
| Closed | -$213K | – | 325 |
|
|
2018
Q3 | $213K | Buy |
+2,001
| New | +$213K | 0.05% | 315 |
|
|
2015
Q4 | – | Sell |
-4,516
| Closed | -$335K | – | 176 |
|
|
2015
Q3 | $335K | Sell |
4,516
-419
| -8% | -$31.1K | 0.19% | 107 |
|
|
2015
Q2 | $384K | Buy |
4,935
+76
| +2% | +$5.91K | 0.2% | 94 |
|
|
2015
Q1 | $380K | Buy |
4,859
+16
| +0.3% | +$1.25K | 0.2% | 96 |
|
|
2014
Q4 | $451K | Buy |
4,843
+27
| +0.6% | +$2.51K | 0.24% | 84 |
|
|
2014
Q3 | $422K | Buy |
+4,816
| New | +$422K | 0.24% | 84 |
|
|
2014
Q2 | – | Sell |
-5,216
| Closed | -$470K | – | 148 |
|
|
2014
Q1 | $470K | Hold |
5,216
| – | – | 0.28% | 72 |
|
|
2013
Q4 | $473K | Buy |
+5,216
| New | +$473K | 0.3% | 77 |
|