Stokes Family Office’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 | $1.79M | Buy |
5,605
+301
| +6% | +$96K | 0.19% | 94 |
|
|
2025
Q1 | $1.43M | Sell |
5,304
-3,000
| -36% | -$807K | 0.16% | 105 |
|
|
2024
Q4 | $2.46M | Buy |
8,304
+2,922
| +54% | +$867K | 0.26% | 78 |
|
|
2024
Q3 | $1.46M | Sell |
5,382
-485
| -8% | -$132K | 0.16% | 99 |
|
|
2024
Q2 | $1.36M | Buy |
5,867
+100
| +2% | +$23.2K | 0.16% | 102 |
|
|
2024
Q1 | $1.31M | Sell |
5,767
-510
| -8% | -$116K | 0.16% | 102 |
|
|
2023
Q4 | $1.18M | Sell |
6,277
-1,552
| -20% | -$291K | 0.16% | 102 |
|
|
2023
Q3 | $1.17M | Sell |
7,829
-170
| -2% | -$25.4K | 0.14% | 119 |
|
|
2023
Q2 | $1.39M | Buy |
7,999
+87
| +1% | +$15.2K | 0.16% | 105 |
|
|
2023
Q1 | $1.31M | Sell |
7,912
-385
| -5% | -$63.5K | 0.16% | 104 |
|
|
2022
Q4 | $1.23M | Sell |
8,297
-169
| -2% | -$25K | 0.16% | 98 |
|
|
2022
Q3 | $1.14M | Sell |
8,466
-69
| -0.8% | -$9.31K | 0.16% | 97 |
|
|
2022
Q2 | $1.18M | Sell |
8,535
-852
| -9% | -$118K | 0.16% | 98 |
|
|
2022
Q1 | $1.76M | Buy |
9,387
+97
| +1% | +$18.1K | 0.23% | 75 |
|
|
2021
Q4 | $1.52M | Buy |
9,290
+205
| +2% | +$33.5K | 0.19% | 80 |
|
|
2021
Q3 | $1.52M | Sell |
9,085
-343
| -4% | -$57.5K | 0.21% | 79 |
|
|
2021
Q2 | $1.56M | Sell |
9,428
-179
| -2% | -$29.6K | 0.22% | 76 |
|
|
2021
Q1 | $1.36M | Sell |
9,607
-6,086
| -39% | -$861K | 0.21% | 80 |
|
|
2020
Q4 | $1.9M | Sell |
15,693
-170
| -1% | -$20.6K | 0.37% | 56 |
|
|
2020
Q3 | $1.59M | Sell |
15,863
-7,937
| -33% | -$796K | 0.36% | 58 |
|
|
2020
Q2 | $2.27M | Buy |
23,800
+5,658
| +31% | +$539K | 0.57% | 47 |
|
|
2020
Q1 | $1.55M | Buy |
18,142
+3,046
| +20% | +$261K | 0.41% | 53 |
|
|
2019
Q4 | $1.91M | Buy |
+15,096
| New | +$1.91M | 0.42% | 53 |
|