Stifel Financial’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221M | Buy |
693,975
+32,827
| +5% | +$10.5M | 0.22% | 108 |
|
|
2025
Q1 | $178M | Buy |
661,148
+35,453
| +6% | +$9.54M | 0.19% | 120 |
|
|
2024
Q4 | $186M | Buy |
625,695
+10,141
| +2% | +$3.01M | 0.19% | 119 |
|
|
2024
Q3 | $167M | Buy |
615,554
+51,615
| +9% | +$14M | 0.18% | 134 |
|
|
2024
Q2 | $131M | Buy |
563,939
+3,502
| +0.6% | +$811K | 0.15% | 147 |
|
|
2024
Q1 | $128M | Buy |
560,437
+14,712
| +3% | +$3.35M | 0.15% | 153 |
|
|
2023
Q4 | $102M | Buy |
545,725
+44,972
| +9% | +$8.43M | 0.13% | 177 |
|
|
2023
Q3 | $74.7M | Buy |
500,753
+17,283
| +4% | +$2.58M | 0.11% | 199 |
|
|
2023
Q2 | $84.2M | Buy |
483,470
+10,603
| +2% | +$1.85M | 0.12% | 188 |
|
|
2023
Q1 | $78M | Buy |
472,867
+5,680
| +1% | +$937K | 0.11% | 191 |
|
|
2022
Q4 | $69M | Sell |
467,187
-4,999
| -1% | -$739K | 0.1% | 207 |
|
|
2022
Q3 | $63.7M | Buy |
472,186
+4,706
| +1% | +$635K | 0.1% | 203 |
|
|
2022
Q2 | $64.8M | Sell |
467,480
-6,542
| -1% | -$907K | 0.1% | 214 |
|
|
2022
Q1 | $88.6M | Buy |
474,022
+17,306
| +4% | +$3.24M | 0.12% | 186 |
|
|
2021
Q4 | $74.7M | Sell |
456,716
-17,479
| -4% | -$2.86M | 0.1% | 200 |
|
|
2021
Q3 | $79.4M | Buy |
474,195
+33,355
| +8% | +$5.59M | 0.12% | 183 |
|
|
2021
Q2 | $72.8M | Sell |
440,840
-9,022
| -2% | -$1.49M | 0.11% | 192 |
|
|
2021
Q1 | $63.6M | Sell |
449,862
-6,468
| -1% | -$915K | 0.1% | 198 |
|
|
2020
Q4 | $55.2M | Sell |
456,330
-146,541
| -24% | -$17.7M | 0.1% | 205 |
|
|
2020
Q3 | $60.4M | Sell |
602,871
-28,570
| -5% | -$2.86M | 0.12% | 172 |
|
|
2020
Q2 | $60.1M | Buy |
631,441
+131,892
| +26% | +$12.6M | 0.14% | 159 |
|
|
2020
Q1 | $42.8M | Sell |
499,549
-257,654
| -34% | -$22.1M | 0.12% | 182 |
|
|
2019
Q4 | $93.9M | Buy |
757,203
+96,608
| +15% | +$12M | 0.2% | 128 |
|
|
2019
Q3 | $78.1M | Buy |
660,595
+7,473
| +1% | +$883K | 0.2% | 133 |
|
|
2019
Q2 | $80.5M | Buy |
653,122
+18,449
| +3% | +$2.27M | 0.21% | 126 |
|
|
2019
Q1 | $69.3M | Buy |
634,673
+7,769
| +1% | +$849K | 0.2% | 135 |
|
|
2018
Q4 | $59.8M | Sell |
626,904
-130,944
| -17% | -$12.5M | 0.19% | 136 |
|
|
2018
Q3 | $80.7M | Buy |
757,848
+39,986
| +6% | +$4.26M | 0.23% | 106 |
|
|
2018
Q2 | $70.4M | Sell |
717,862
-29,712
| -4% | -$2.91M | 0.22% | 114 |
|
|
2018
Q1 | $69.7M | Buy |
747,574
+25,741
| +4% | +$2.4M | 0.22% | 110 |
|
|
2017
Q4 | $71.6M | Sell |
721,833
-55,802
| -7% | -$5.54M | 0.23% | 108 |
|
|
2017
Q3 | $70.4M | Buy |
777,635
+59,954
| +8% | +$5.42M | 0.24% | 98 |
|
|
2017
Q2 | $60.4M | Buy |
717,681
+68,515
| +11% | +$5.77M | 0.22% | 104 |
|
|
2017
Q1 | $51.4M | Sell |
649,166
-60,731
| -9% | -$4.81M | 0.2% | 113 |
|
|
2016
Q4 | $52.5M | Buy |
709,897
+62,168
| +10% | +$4.6M | 0.22% | 108 |
|
|
2016
Q3 | $41.5M | Buy |
647,729
+67,060
| +12% | +$4.29M | 0.19% | 127 |
|
|
2016
Q2 | $35.3M | Sell |
580,669
-65,612
| -10% | -$3.99M | 0.16% | 138 |
|
|
2016
Q1 | $39.7M | Sell |
646,281
-239,471
| -27% | -$14.7M | 0.21% | 108 |
|
|
2015
Q4 | $61.6M | Sell |
885,752
-58,942
| -6% | -$4.1M | 0.32% | 75 |
|
|
2015
Q3 | $70M | Buy |
944,694
+75,060
| +9% | +$5.56M | 0.39% | 53 |
|
|
2015
Q2 | $67.5M | Buy |
869,634
+38,718
| +5% | +$3M | 0.35% | 62 |
|
|
2015
Q1 | $64.9M | Sell |
830,916
-177,720
| -18% | -$13.9M | 0.36% | 55 |
|
|
2014
Q4 | $93.9M | Buy |
1,008,636
+760,341
| +306% | +$70.8M | 0.52% | 32 |
|
|
2014
Q3 | $21.7M | Sell |
248,295
-1,293
| -0.5% | -$113K | 0.19% | 121 |
|
|
2014
Q2 | $23.7M | Buy |
249,588
+4,440
| +2% | +$421K | 0.21% | 114 |
|
|
2014
Q1 | $22.1M | Buy |
+245,148
| New | +$22.1M | 0.21% | 110 |
|