Stanley-Laman Group’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 | $649K | Sell |
2,035
-491
| -19% | -$157K | 0.1% | 178 |
|
|
2025
Q1 | $680K | Buy |
2,526
+470
| +23% | +$126K | 0.1% | 168 |
|
|
2024
Q4 | $610K | Buy |
2,056
+120
| +6% | +$35.6K | 0.09% | 184 |
|
|
2024
Q3 | $525K | Buy |
+1,936
| New | +$525K | 0.07% | 199 |
|
|
2023
Q1 | – | Sell |
-1,558
| Closed | -$230K | – | 231 |
|
|
2022
Q4 | $230K | Buy |
+1,558
| New | +$230K | 0.04% | 196 |
|
|
2015
Q1 | – | Sell |
-6,701
| Closed | -$623K | – | 307 |
|
|
2014
Q4 | $623K | Buy |
6,701
+3,471
| +107% | +$323K | 0.12% | 186 |
|
|
2014
Q3 | $283K | Hold |
3,230
| – | – | 0.06% | 248 |
|
|
2014
Q2 | $306K | Buy |
3,230
+409
| +14% | +$38.7K | 0.06% | 246 |
|
|
2014
Q1 | $254K | Buy |
+2,821
| New | +$254K | 0.04% | 285 |
|