Stonebridge Capital Advisors’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 | $751K | Sell |
2,355
-1
| -0% | -$319 | 0.06% | 115 |
|
|
2025
Q1 | $634K | Sell |
2,356
-122
| -5% | -$32.8K | 0.05% | 118 |
|
|
2024
Q4 | $736K | Buy |
2,478
+55
| +2% | +$16.3K | 0.06% | 120 |
|
|
2024
Q3 | $657K | Buy |
2,423
+6
| +0.2% | +$1.63K | 0.05% | 127 |
|
|
2024
Q2 | $560K | Sell |
2,417
-15
| -0.6% | -$3.47K | 0.05% | 126 |
|
|
2024
Q1 | $554K | Sell |
2,432
-5
| -0.2% | -$1.14K | 0.05% | 138 |
|
|
2023
Q4 | $457K | Buy |
2,437
+432
| +22% | +$80.9K | 0.05% | 143 |
|
|
2023
Q3 | $299K | Buy |
2,005
+18
| +0.9% | +$2.69K | 0.03% | 160 |
|
|
2023
Q2 | $346K | Sell |
1,987
-48
| -2% | -$8.36K | 0.04% | 152 |
|
|
2023
Q1 | $336K | Hold |
2,035
| – | – | 0.04% | 150 |
|
|
2022
Q4 | $301K | Buy |
2,035
+152
| +8% | +$22.5K | 0.04% | 163 |
|
|
2022
Q3 | $254K | Buy |
1,883
+55
| +3% | +$7.42K | 0.03% | 171 |
|
|
2022
Q2 | $253K | Sell |
1,828
-50
| -3% | -$6.92K | 0.03% | 173 |
|
|
2022
Q1 | $351K | Sell |
1,878
-285
| -13% | -$53.3K | 0.04% | 161 |
|
|
2021
Q4 | $354K | Sell |
2,163
-388
| -15% | -$63.5K | 0.04% | 158 |
|
|
2021
Q3 | $427K | Sell |
2,551
-3,371
| -57% | -$564K | 0.05% | 142 |
|
|
2021
Q2 | $903K | Buy |
5,922
+2,721
| +85% | +$415K | 0.06% | 140 |
|
|
2021
Q1 | $453K | Sell |
3,201
-42
| -1% | -$5.94K | 0.06% | 137 |
|
|
2020
Q4 | $392K | Sell |
3,243
-298
| -8% | -$36K | 0.06% | 136 |
|
|
2020
Q3 | $355K | Hold |
3,541
| – | – | 0.06% | 133 |
|
|
2020
Q2 | $337K | Buy |
3,541
+925
| +35% | +$88K | 0.06% | 131 |
|
|
2020
Q1 | $224K | Sell |
2,616
-32
| -1% | -$2.74K | 0.05% | 146 |
|
|
2019
Q4 | $330K | Sell |
2,648
-27
| -1% | -$3.37K | 0.05% | 141 |
|
|
2019
Q3 | $316K | Buy |
2,675
+155
| +6% | +$18.3K | 0.05% | 136 |
|
|
2019
Q2 | $311K | Sell |
2,520
-8
| -0.3% | -$987 | 0.06% | 138 |
|
|
2019
Q1 | $276K | Buy |
2,528
+249
| +11% | +$27.2K | 0.05% | 148 |
|
|
2018
Q4 | $217K | Buy |
2,279
+42
| +2% | +$4K | 0.05% | 147 |
|
|
2018
Q3 | $238K | Sell |
2,237
-150
| -6% | -$16K | 0.05% | 149 |
|
|
2018
Q2 | $234K | Hold |
2,387
| – | – | 0.05% | 145 |
|
|
2018
Q1 | $222K | Sell |
2,387
-1
| -0% | -$93 | 0.05% | 151 |
|
|
2017
Q4 | $237K | Hold |
2,388
| – | – | 0.05% | 146 |
|
|
2017
Q3 | $216K | Hold |
2,388
| – | – | 0.05% | 153 |
|
|
2017
Q2 | $202K | Buy |
+2,388
| New | +$202K | 0.05% | 145 |
|