Snowden Capital Advisors’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 | $5.07M | Sell |
15,898
-1,373
| -8% | -$438K | 0.15% | 149 |
|
2025
Q1 | $4.65M | Sell |
17,271
-2,241
| -11% | -$603K | 0.15% | 154 |
|
2024
Q4 | $5.79M | Buy |
19,512
+67
| +0.3% | +$19.9K | 0.18% | 121 |
|
2024
Q3 | $5.27M | Buy |
19,445
+191
| +1% | +$51.8K | 0.16% | 156 |
|
2024
Q2 | $4.46M | Sell |
19,254
-1,353
| -7% | -$313K | 0.13% | 191 |
|
2024
Q1 | $4.69M | Buy |
20,607
+808
| +4% | +$184K | 0.15% | 191 |
|
2023
Q4 | $3.71M | Buy |
19,799
+209
| +1% | +$39.2K | 0.14% | 200 |
|
2023
Q3 | $2.92M | Sell |
19,590
-3,221
| -14% | -$481K | 0.12% | 222 |
|
2023
Q2 | $3.97M | Buy |
22,811
+5,715
| +33% | +$996K | 0.14% | 197 |
|
2023
Q1 | $2.82M | Buy |
17,096
+7,529
| +79% | +$1.24M | 0.11% | 231 |
|
2022
Q4 | $1.41M | Sell |
9,567
-1,596
| -14% | -$236K | 0.06% | 359 |
|
2022
Q3 | $1.51M | Buy |
11,163
+185
| +2% | +$25K | 0.07% | 322 |
|
2022
Q2 | $1.52M | Buy |
10,978
+4,329
| +65% | +$600K | 0.07% | 315 |
|
2022
Q1 | $1.24M | Buy |
6,649
+4,828
| +265% | +$903K | 0.05% | 374 |
|
2021
Q4 | $297K | Sell |
1,821
-519
| -22% | -$84.6K | 0.02% | 572 |
|
2021
Q3 | $392K | Sell |
2,340
-944
| -29% | -$158K | 0.02% | 605 |
|
2021
Q2 | $543K | Buy |
3,284
+403
| +14% | +$66.6K | 0.03% | 521 |
|
2021
Q1 | $407K | Buy |
2,881
+1,089
| +61% | +$154K | 0.02% | 539 |
|
2020
Q4 | $217K | Buy |
+1,792
| New | +$217K | 0.01% | 616 |
|
2020
Q3 | – | Sell |
-2,169
| Closed | -$206K | – | 572 |
|
2020
Q2 | $206K | Sell |
2,169
-2,681
| -55% | -$255K | 0.02% | 524 |
|
2020
Q1 | $415K | Sell |
4,850
-18,522
| -79% | -$1.59M | 0.05% | 372 |
|
2019
Q4 | $2.91M | Buy |
23,372
+72
| +0.3% | +$8.96K | 0.26% | 124 |
|
2019
Q3 | $2.76M | Buy |
23,300
+3,424
| +17% | +$405K | 0.28% | 123 |
|
2019
Q2 | $2.45M | Buy |
19,876
+1,269
| +7% | +$157K | 0.25% | 142 |
|
2019
Q1 | $2.03M | Buy |
18,607
+948
| +5% | +$104K | 0.22% | 158 |
|
2018
Q4 | $1.68M | Buy |
17,659
+3,583
| +25% | +$342K | 0.22% | 166 |
|
2018
Q3 | $1.5M | Buy |
14,076
+2,440
| +21% | +$260K | 0.17% | 195 |
|
2018
Q2 | $1.14M | Sell |
11,636
-606
| -5% | -$59.4K | 0.15% | 211 |
|
2018
Q1 | $1.14M | Buy |
12,242
+2,665
| +28% | +$249K | 0.17% | 191 |
|
2017
Q4 | $951K | Buy |
9,577
+1,458
| +18% | +$145K | 0.14% | 211 |
|
2017
Q3 | $734K | Buy |
8,119
+509
| +7% | +$46K | 0.12% | 216 |
|
2017
Q2 | $641K | Buy |
7,610
+1,080
| +17% | +$91K | 0.12% | 202 |
|
2017
Q1 | $517K | Buy |
+6,530
| New | +$517K | 0.11% | 222 |
|