Steward Partners Investment Advisory’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 | $24.5M | Buy |
76,940
+3,784
| +5% | +$1.21M | 0.19% | 106 |
|
|
2025
Q1 | $19.7M | Buy |
73,156
+1,789
| +3% | +$481K | 0.17% | 120 |
|
|
2024
Q4 | $21.2M | Sell |
71,367
-57,844
| -45% | -$17.2M | 0.19% | 108 |
|
|
2024
Q3 | $35M | Buy |
129,211
+27,816
| +27% | +$7.54M | 0.32% | 60 |
|
|
2024
Q2 | $23.5M | Buy |
101,395
+4,601
| +5% | +$1.07M | 0.25% | 87 |
|
|
2024
Q1 | $22M | Sell |
96,794
-4,003
| -4% | -$911K | 0.24% | 85 |
|
|
2023
Q4 | $18.9M | Buy |
100,797
+2,206
| +2% | +$413K | 0.26% | 80 |
|
|
2023
Q3 | $14.7M | Sell |
98,591
-6,861
| -7% | -$1.02M | 0.23% | 99 |
|
|
2023
Q2 | $18.4M | Buy |
105,452
+150
| +0.1% | +$26.1K | 0.28% | 79 |
|
|
2023
Q1 | $17.4M | Buy |
105,302
+2,116
| +2% | +$349K | 0.28% | 82 |
|
|
2022
Q4 | $15.2M | Buy |
103,186
+3,518
| +4% | +$520K | 0.26% | 94 |
|
|
2022
Q3 | $13.4M | Sell |
99,668
-2,028
| -2% | -$274K | 0.25% | 91 |
|
|
2022
Q2 | $14.1M | Buy |
101,696
+1,901
| +2% | +$264K | 0.26% | 91 |
|
|
2022
Q1 | $18.7M | Buy |
99,795
+11,869
| +13% | +$2.22M | 0.29% | 76 |
|
|
2021
Q4 | $14.4M | Sell |
87,926
-715
| -0.8% | -$117K | 0.22% | 105 |
|
|
2021
Q3 | $14.9M | Sell |
88,641
-1,726
| -2% | -$289K | 0.26% | 86 |
|
|
2021
Q2 | $14.9M | Sell |
90,367
-5,773
| -6% | -$954K | 0.25% | 88 |
|
|
2021
Q1 | $13.6M | Sell |
96,140
-3,033
| -3% | -$429K | 0.24% | 97 |
|
|
2020
Q4 | $12M | Sell |
99,173
-2,379
| -2% | -$288K | 0.26% | 98 |
|
|
2020
Q3 | $10.2M | Buy |
101,552
+11,344
| +13% | +$1.14M | 0.26% | 102 |
|
|
2020
Q2 | $8.59M | Buy |
90,208
+12,932
| +17% | +$1.23M | 0.24% | 109 |
|
|
2020
Q1 | $6.62M | Buy |
77,276
+3,198
| +4% | +$274K | 0.24% | 106 |
|
|
2019
Q4 | $9.22M | Buy |
74,078
+369
| +0.5% | +$45.9K | 0.27% | 89 |
|
|
2019
Q3 | $8.72M | Buy |
73,709
+1,133
| +2% | +$134K | 0.29% | 80 |
|
|
2019
Q2 | $8.96M | Sell |
72,576
-510
| -0.7% | -$62.9K | 0.33% | 70 |
|
|
2019
Q1 | $7.99M | Sell |
73,086
-1,218
| -2% | -$133K | 0.34% | 72 |
|
|
2018
Q4 | $7.08M | Buy |
74,304
+2,144
| +3% | +$204K | 0.34% | 76 |
|
|
2018
Q3 | $7.68M | Buy |
72,160
+2,890
| +4% | +$308K | 0.37% | 64 |
|
|
2018
Q2 | $6.79M | Buy |
69,270
+1,131
| +2% | +$111K | 0.41% | 52 |
|
|
2018
Q1 | $6.36M | Buy |
68,139
+25,160
| +59% | +$2.35M | 0.44% | 43 |
|
|
2017
Q4 | $4.27M | Buy |
42,979
+19
| +0% | +$1.89K | 0.33% | 78 |
|
|
2017
Q3 | $3.89M | Buy |
42,960
+115
| +0.3% | +$10.4K | 0.4% | 64 |
|
|
2017
Q2 | $3.61M | Sell |
42,845
-7,712
| -15% | -$650K | 0.41% | 66 |
|
|
2017
Q1 | $4M | Buy |
50,557
+45,099
| +826% | +$3.57M | 0.61% | 46 |
|
|
2016
Q4 | $404K | Buy |
+5,458
| New | +$404K | 0.18% | 121 |
|