SOL 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 | $3.23M | Sell |
10,110
-100
| -1% | -$31.9K | 0.31% | 86 |
|
|
2025
Q1 | $2.75M | Hold |
10,210
| – | – | 0.3% | 85 |
|
|
2024
Q4 | $3.03M | Sell |
10,210
-1,838
| -15% | -$545K | 0.34% | 82 |
|
|
2024
Q3 | $3.27M | Buy |
12,048
+25
| +0.2% | +$6.78K | 0.36% | 77 |
|
|
2024
Q2 | $2.78M | Sell |
12,023
-325
| -3% | -$75.3K | 0.33% | 87 |
|
|
2024
Q1 | $2.81M | Hold |
12,348
| – | – | 0.35% | 87 |
|
|
2023
Q4 | $2.31M | Buy |
12,348
+975
| +9% | +$183K | 0.31% | 95 |
|
|
2023
Q3 | $1.7M | Sell |
11,373
-30
| -0.3% | -$4.48K | 0.26% | 107 |
|
|
2023
Q2 | $1.99M | Hold |
11,403
| – | – | 0.3% | 101 |
|
|
2023
Q1 | $1.88M | Hold |
11,403
| – | – | 0.31% | 100 |
|
|
2022
Q4 | $1.68M | Hold |
11,403
| – | – | 0.3% | 100 |
|
|
2022
Q3 | $1.54M | Hold |
11,403
| – | – | 0.32% | 97 |
|
|
2022
Q2 | $1.58M | Sell |
11,403
-60
| -0.5% | -$8.32K | 0.32% | 95 |
|
|
2022
Q1 | $2.14M | Sell |
11,463
-700
| -6% | -$131K | 0.39% | 78 |
|
|
2021
Q4 | $1.99M | Sell |
12,163
-90
| -0.7% | -$14.7K | 0.36% | 79 |
|
|
2021
Q3 | $2.05M | Sell |
12,253
-430
| -3% | -$72K | 0.41% | 74 |
|
|
2021
Q2 | $2.1M | Sell |
12,683
-1,270
| -9% | -$210K | 0.41% | 69 |
|
|
2021
Q1 | $1.97M | Hold |
13,953
| – | – | 0.42% | 73 |
|
|
2020
Q4 | $1.69M | Buy |
13,953
+270
| +2% | +$32.6K | 0.39% | 74 |
|
|
2020
Q3 | $1.37M | Sell |
13,683
-305
| -2% | -$30.6K | 0.38% | 77 |
|
|
2020
Q2 | $1.33M | Buy |
13,988
+575
| +4% | +$54.8K | 0.38% | 72 |
|
|
2020
Q1 | $1.15M | Sell |
13,413
-50
| -0.4% | -$4.28K | 0.38% | 75 |
|
|
2019
Q4 | $1.68M | Sell |
13,463
-30
| -0.2% | -$3.74K | 0.42% | 71 |
|
|
2019
Q3 | $1.6M | Sell |
13,493
-371
| -3% | -$43.9K | 0.44% | 73 |
|
|
2019
Q2 | $1.71M | Sell |
13,864
-981
| -7% | -$121K | 0.47% | 66 |
|
|
2019
Q1 | $1.62M | Sell |
14,845
-470
| -3% | -$51.4K | 0.45% | 69 |
|
|
2018
Q4 | $1.46M | Sell |
15,315
-50
| -0.3% | -$4.77K | 0.47% | 69 |
|
|
2018
Q3 | $1.64M | Hold |
15,365
| – | – | 0.44% | 70 |
|
|
2018
Q2 | $1.51M | Sell |
15,365
-75
| -0.5% | -$7.35K | 0.43% | 67 |
|
|
2018
Q1 | $1.44M | Buy |
15,440
+115
| +0.8% | +$10.7K | 0.41% | 71 |
|
|
2017
Q4 | $1.52M | Sell |
15,325
-2,300
| -13% | -$228K | 0.43% | 65 |
|
|
2017
Q3 | $1.59M | Sell |
17,625
-75
| -0.4% | -$6.78K | 0.45% | 67 |
|
|
2017
Q2 | $1.49M | Sell |
17,700
-675
| -4% | -$56.9K | 0.41% | 70 |
|
|
2017
Q1 | $1.45M | Sell |
18,375
-100
| -0.5% | -$7.91K | 0.41% | 69 |
|
|
2016
Q4 | $1.37M | Sell |
18,475
-445
| -2% | -$33K | 0.41% | 67 |
|
|
2016
Q3 | $1.21M | Hold |
18,920
| – | – | 0.41% | 66 |
|
|
2016
Q2 | $1.15M | Buy |
18,920
+183
| +1% | +$11.1K | 0.38% | 65 |
|
|
2016
Q1 | $1.15M | Buy |
18,737
+1,675
| +10% | +$103K | 0.39% | 63 |
|
|
2015
Q4 | $1.19M | Buy |
17,062
+50
| +0.3% | +$3.48K | 0.42% | 59 |
|
|
2015
Q3 | $1.26M | Buy |
17,012
+228
| +1% | +$16.9K | 0.49% | 52 |
|
|
2015
Q2 | $1.3M | Buy |
16,784
+84
| +0.5% | +$6.53K | 0.48% | 51 |
|
|
2015
Q1 | $1.31M | Buy |
16,700
+650
| +4% | +$50.8K | 0.48% | 49 |
|
|
2014
Q4 | $1.49M | Sell |
16,050
-700
| -4% | -$65.1K | 0.58% | 41 |
|
|
2014
Q3 | $1.47M | Sell |
16,750
-650
| -4% | -$56.9K | 0.61% | 39 |
|
|
2014
Q2 | $1.65M | Hold |
17,400
| – | – | 0.66% | 36 |
|
|
2014
Q1 | $1.57M | Sell |
17,400
-595
| -3% | -$53.6K | 0.61% | 36 |
|
|
2013
Q4 | $1.63M | Sell |
17,995
-638
| -3% | -$57.9K | 0.63% | 34 |
|
|
2013
Q3 | $1.41M | Sell |
18,633
-842
| -4% | -$63.6K | 0.58% | 35 |
|
|
2013
Q2 | $1.46M | Buy |
+19,475
| New | +$1.46M | 0.59% | 34 |
|