SWM
Stockman Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
41,259
+39,989
| +3,149% | +$12.8M | 1.79% | 17 |
|
|
2025
Q1 | $342K | Sell |
1,270
-13
| -1% | -$3.5K | 0.05% | 127 |
|
|
2024
Q4 | $381K | Buy |
1,283
+13
| +1% | +$3.86K | 0.06% | 122 |
|
|
2024
Q3 | $344K | Sell |
1,270
-6
| -0.5% | -$1.63K | 0.05% | 134 |
|
|
2024
Q2 | $295K | Hold |
1,276
| – | – | 0.05% | 140 |
|
|
2024
Q1 | $291K | Buy |
1,276
+6
| +0.5% | +$1.37K | 0.05% | 140 |
|
|
2023
Q4 | $238K | Buy |
+1,270
| New | +$238K | 0.05% | 154 |
|
|
2023
Q3 | – | Sell |
-1,550
| Closed | -$270K | – | 189 |
|
|
2023
Q2 | $270K | Sell |
1,550
-120
| -7% | -$20.9K | 0.06% | 156 |
|
|
2023
Q1 | $276K | Sell |
1,670
-145
| -8% | -$23.9K | 0.06% | 166 |
|
|
2022
Q4 | $268K | Sell |
1,815
-20
| -1% | -$2.96K | 0.06% | 161 |
|
|
2022
Q3 | $248K | Hold |
1,835
| – | – | 0.07% | 158 |
|
|
2022
Q2 | $254K | Hold |
1,835
| – | – | 0.06% | 163 |
|
|
2022
Q1 | $343K | Hold |
1,835
| – | – | 0.07% | 143 |
|
|
2021
Q4 | $300K | Sell |
1,835
-30
| -2% | -$4.91K | 0.06% | 160 |
|
|
2021
Q3 | $312K | Sell |
1,865
-5
| -0.3% | -$836 | 0.07% | 153 |
|
|
2021
Q2 | $309K | Sell |
1,870
-45
| -2% | -$7.44K | 0.07% | 150 |
|
|
2021
Q1 | $271K | Sell |
1,915
-1,130
| -37% | -$160K | 0.08% | 150 |
|
|
2020
Q4 | $368K | Sell |
3,045
-250
| -8% | -$30.2K | 0.11% | 118 |
|
|
2020
Q3 | $330K | Sell |
3,295
-42,129
| -93% | -$4.22M | 0.12% | 109 |
|
|
2020
Q2 | $4.32M | Buy |
45,424
+2,944
| +7% | +$280K | 1.62% | 21 |
|
|
2020
Q1 | $3.64M | Buy |
42,480
+2,555
| +6% | +$219K | 1.61% | 21 |
|
|
2019
Q4 | $4.97M | Sell |
39,925
-35
| -0.1% | -$4.36K | 1.76% | 17 |
|
|
2019
Q3 | $4.73M | Buy |
39,960
+1,695
| +4% | +$200K | 1.81% | 17 |
|
|
2019
Q2 | $4.72M | Sell |
38,265
-1,471
| -4% | -$182K | 1.93% | 16 |
|
|
2019
Q1 | $4.34M | Sell |
39,736
-542
| -1% | -$59.2K | 1.9% | 16 |
|
|
2018
Q4 | $3.84M | Sell |
40,278
-901
| -2% | -$85.9K | 1.83% | 18 |
|
|
2018
Q3 | $4.39M | Sell |
41,179
-609
| -1% | -$64.9K | 1.89% | 18 |
|
|
2018
Q2 | $4.1M | Buy |
41,788
+71
| +0.2% | +$6.96K | 1.87% | 19 |
|
|
2018
Q1 | $3.89M | Sell |
41,717
-739
| -2% | -$68.9K | 1.78% | 20 |
|
|
2017
Q4 | $4.22M | Sell |
42,456
-1,826
| -4% | -$181K | 1.89% | 15 |
|
|
2017
Q3 | $4.01M | Buy |
44,282
+33,674
| +317% | +$3.05M | 1.92% | 17 |
|
|
2017
Q2 | $894K | Sell |
10,608
-30,796
| -74% | -$2.6M | 0.89% | 46 |
|
|
2017
Q1 | $3.28M | Buy |
41,404
+2,557
| +7% | +$202K | 1.86% | 19 |
|
|
2016
Q4 | $2.88M | Buy |
38,847
+3,687
| +10% | +$273K | 1.75% | 18 |
|
|
2016
Q3 | $2.25M | Buy |
+35,160
| New | +$2.25M | 1.39% | 28 |
|