Stonegate Investment Group’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 | $10.1M | Buy |
31,739
+29,969
| +1,693% | +$9.56M | 0.25% | 50 |
|
|
2025
Q1 | $476K | Sell |
1,770
-67
| -4% | -$18K | 0.01% | 220 |
|
|
2024
Q4 | $545K | Sell |
1,837
-1,001
| -35% | -$297K | 0.01% | 202 |
|
|
2024
Q3 | $770K | Sell |
2,838
-8,274
| -74% | -$2.24M | 0.02% | 186 |
|
|
2024
Q2 | $2.57M | Sell |
11,112
-10,539
| -49% | -$2.44M | 0.07% | 101 |
|
|
2024
Q1 | $4.93M | Sell |
21,651
-121
| -0.6% | -$27.6K | 0.15% | 69 |
|
|
2023
Q4 | $4.08M | Sell |
21,772
-932
| -4% | -$175K | 0.13% | 73 |
|
|
2023
Q3 | $3.39M | Sell |
22,704
-1,187
| -5% | -$177K | 0.12% | 80 |
|
|
2023
Q2 | $4.16M | Buy |
23,891
+155
| +0.7% | +$27K | 0.15% | 73 |
|
|
2023
Q1 | $3.92M | Sell |
23,736
-5,314
| -18% | -$877K | 0.15% | 72 |
|
|
2022
Q4 | $4.29M | Sell |
29,050
-654
| -2% | -$96.6K | 0.19% | 66 |
|
|
2022
Q3 | $4.01M | Sell |
29,704
-167
| -0.6% | -$22.5K | 0.18% | 71 |
|
|
2022
Q2 | $4.14M | Sell |
29,871
-376
| -1% | -$52.1K | 0.18% | 74 |
|
|
2022
Q1 | $5.66M | Sell |
30,247
-12,229
| -29% | -$2.29M | 0.19% | 64 |
|
|
2021
Q4 | $6.95M | Buy |
+42,476
| New | +$6.95M | 0.29% | 58 |
|