Stamos Capital Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-960
| Closed | -$260K | – | 127 |
|
|
2024
Q3 | $260K | Sell |
960
-3,540
| -79% | -$960K | 0.06% | 121 |
|
|
2024
Q2 | $1.04M | Buy |
+4,500
| New | +$1.04M | 0.22% | 101 |
|
|
2023
Q3 | – | Sell |
-11,410
| Closed | -$1.99M | – | 110 |
|
|
2023
Q2 | $1.99M | Sell |
11,410
-1,050
| -8% | -$183K | 0.46% | 66 |
|
|
2023
Q1 | $2.06M | Buy |
12,460
+5,660
| +83% | +$934K | 0.53% | 60 |
|
|
2022
Q4 | $1M | Sell |
6,800
-26,010
| -79% | -$3.84M | 0.32% | 69 |
|
|
2022
Q3 | $4.43M | Buy |
32,810
+24,920
| +316% | +$3.36M | 1.13% | 29 |
|
|
2022
Q2 | $1.09M | Buy |
7,890
+3,390
| +75% | +$470K | 0.33% | 60 |
|
|
2022
Q1 | $842K | Buy |
+4,500
| New | +$842K | 0.28% | 72 |
|
|
2020
Q2 | – | Sell |
-7,944
| Closed | -$680K | – | 58 |
|
|
2020
Q1 | $680K | Buy |
+7,944
| New | +$680K | 0.36% | 69 |
|