Strategic 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 | $1.41M | Sell |
4,405
-996
| -18% | -$318K | 0.28% | 72 |
|
|
2025
Q1 | $1.45M | Buy |
5,401
+45
| +0.8% | +$12.1K | 0.28% | 78 |
|
|
2024
Q4 | $1.59M | Buy |
5,356
+1,702
| +47% | +$505K | 0.29% | 71 |
|
|
2024
Q3 | $991K | Buy |
3,654
+2
| +0.1% | +$542 | 0.18% | 104 |
|
|
2024
Q2 | $846K | Sell |
3,652
-907
| -20% | -$210K | 0.16% | 111 |
|
|
2024
Q1 | $1.04M | Sell |
4,559
-685
| -13% | -$156K | 0.2% | 95 |
|
|
2023
Q4 | $982K | Buy |
5,244
+58
| +1% | +$10.9K | 0.19% | 98 |
|
|
2023
Q3 | $774K | Sell |
5,186
-450
| -8% | -$67.1K | 0.15% | 119 |
|
|
2023
Q2 | $982K | Buy |
5,636
+100
| +2% | +$17.4K | 0.19% | 96 |
|
|
2023
Q1 | $913K | Sell |
5,536
-146
| -3% | -$24.1K | 0.18% | 104 |
|
|
2022
Q4 | $840K | Sell |
5,682
-768
| -12% | -$113K | 0.19% | 100 |
|
|
2022
Q3 | $870K | Sell |
6,450
-517
| -7% | -$69.7K | 0.19% | 99 |
|
|
2022
Q2 | $965K | Sell |
6,967
-131
| -2% | -$18.1K | 0.2% | 91 |
|
|
2022
Q1 | $1.33M | Buy |
7,098
+2,105
| +42% | +$394K | 0.23% | 87 |
|
|
2021
Q4 | $816K | Sell |
4,993
-92
| -2% | -$15K | 0.12% | 123 |
|
|
2021
Q3 | $851K | Buy |
5,085
+3
| +0.1% | +$502 | 0.18% | 112 |
|
|
2021
Q2 | $839K | Sell |
5,082
-69
| -1% | -$11.4K | 0.22% | 95 |
|
|
2021
Q1 | $728K | Buy |
5,151
+69
| +1% | +$9.75K | 0.21% | 90 |
|
|
2020
Q4 | $618K | Sell |
5,082
-295
| -5% | -$35.9K | 0.18% | 95 |
|
|
2020
Q3 | $558K | Sell |
5,377
-1,084
| -17% | -$112K | 0.19% | 94 |
|
|
2020
Q2 | $623K | Sell |
6,461
-1,919
| -23% | -$185K | 0.23% | 85 |
|
|
2020
Q1 | $772K | Buy |
8,380
+44
| +0.5% | +$4.05K | 0.34% | 66 |
|
|
2019
Q4 | $1.04M | Sell |
8,336
-184
| -2% | -$22.9K | 0.36% | 66 |
|
|
2019
Q3 | $1.01M | Buy |
8,520
+6
| +0.1% | +$710 | 0.38% | 67 |
|
|
2019
Q2 | $1.05M | Buy |
8,514
+222
| +3% | +$27.4K | 0.4% | 64 |
|
|
2019
Q1 | $906K | Buy |
8,292
+1,566
| +23% | +$171K | 0.35% | 71 |
|
|
2018
Q4 | $641K | Buy |
6,726
+8
| +0.1% | +$762 | 0.28% | 74 |
|
|
2018
Q3 | $715K | Buy |
6,718
+6
| +0.1% | +$639 | 0.26% | 78 |
|
|
2018
Q2 | $658K | Buy |
6,712
+58
| +0.9% | +$5.69K | 0.26% | 80 |
|
|
2018
Q1 | $621K | Buy |
6,654
+7
| +0.1% | +$653 | 0.26% | 84 |
|
|
2017
Q4 | $660K | Buy |
6,647
+8
| +0.1% | +$794 | 0.27% | 87 |
|
|
2017
Q3 | $601K | Buy |
6,639
+7
| +0.1% | +$634 | 0.26% | 89 |
|
|
2017
Q2 | $559K | Sell |
6,632
-258
| -4% | -$21.7K | 0.26% | 89 |
|
|
2017
Q1 | $545K | Buy |
6,890
+282
| +4% | +$22.3K | 0.26% | 87 |
|
|
2016
Q4 | $490K | Buy |
6,608
+18
| +0.3% | +$1.34K | 0.26% | 87 |
|
|
2016
Q3 | $422K | Buy |
6,590
+15
| +0.2% | +$961 | 0.24% | 97 |
|
|
2016
Q2 | $400K | Buy |
6,575
+2,497
| +61% | +$152K | 0.23% | 98 |
|
|
2016
Q1 | $250K | Buy |
4,078
+879
| +27% | +$53.9K | 0.14% | 115 |
|
|
2015
Q4 | $222K | Sell |
3,199
-1,000
| -24% | -$69.6K | 0.15% | 109 |
|
|
2015
Q3 | $311K | Buy |
+4,199
| New | +$311K | 0.22% | 100 |
|
|
2015
Q2 | – | Sell |
-6,283
| Closed | -$596K | – | 123 |
|
|
2015
Q1 | $596K | Buy |
6,283
+316
| +5% | +$30K | 0.38% | 79 |
|
|
2014
Q4 | $555K | Buy |
5,967
+143
| +2% | +$13.3K | 0.36% | 91 |
|
|
2014
Q3 | $510K | Sell |
5,824
-459
| -7% | -$40.2K | 0.33% | 91 |
|
|
2014
Q2 | $596K | Sell |
6,283
-638
| -9% | -$60.5K | 0.38% | 79 |
|
|
2014
Q1 | $623K | Buy |
6,921
+247
| +4% | +$22.2K | 0.42% | 74 |
|
|
2013
Q4 | $606K | Buy |
6,674
+380
| +6% | +$34.5K | 0.41% | 82 |
|
|
2013
Q3 | $475K | Hold |
6,294
| – | – | 0.39% | 80 |
|
|
2013
Q2 | $476K | Buy |
+6,294
| New | +$476K | 0.43% | 73 |
|