Strategic Investment 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 | $1.26M | Sell |
3,965
-784
| -17% | -$248K | 0.12% | 84 |
|
|
2025
Q1 | $1.28M | Sell |
4,749
-356
| -7% | -$95.8K | 0.14% | 86 |
|
|
2024
Q4 | $1.52M | Sell |
5,105
-354
| -6% | -$105K | 0.16% | 78 |
|
|
2024
Q3 | $1.48M | Sell |
5,459
-219
| -4% | -$59.4K | 0.16% | 83 |
|
|
2024
Q2 | $1.31M | Sell |
5,678
-128
| -2% | -$29.6K | 0.16% | 85 |
|
|
2024
Q1 | $1.32M | Sell |
5,806
-375
| -6% | -$85.4K | 0.17% | 85 |
|
|
2023
Q4 | $1.16M | Sell |
6,181
-1,463
| -19% | -$274K | 0.17% | 84 |
|
|
2023
Q3 | $1.14M | Sell |
7,644
-931
| -11% | -$139K | 0.19% | 83 |
|
|
2023
Q2 | $1.49M | Sell |
8,575
-68
| -0.8% | -$11.8K | 0.21% | 49 |
|
|
2023
Q1 | $1.43M | Sell |
8,643
-414
| -5% | -$68.3K | 0.26% | 61 |
|
|
2022
Q4 | $1.34M | Buy |
9,057
+493
| +6% | +$72.8K | 0.28% | 64 |
|
|
2022
Q3 | $1.16M | Buy |
8,564
+91
| +1% | +$12.3K | 0.26% | 63 |
|
|
2022
Q2 | $1.17M | Buy |
8,473
+809
| +11% | +$112K | 0.23% | 68 |
|
|
2022
Q1 | $1.43M | Buy |
7,664
+669
| +10% | +$125K | 0.27% | 63 |
|
|
2021
Q4 | $1.14M | Buy |
6,995
+646
| +10% | +$106K | 0.22% | 85 |
|
|
2021
Q3 | $1.06M | Buy |
6,349
+2,203
| +53% | +$369K | 0.23% | 91 |
|
|
2021
Q2 | $685K | Buy |
4,146
+1,225
| +42% | +$202K | 0.16% | 133 |
|
|
2021
Q1 | $413K | Buy |
2,921
+938
| +47% | +$133K | 0.11% | 155 |
|
|
2020
Q4 | $240K | Sell |
1,983
-1,375
| -41% | -$166K | 0.07% | 182 |
|
|
2020
Q3 | $337K | Buy |
3,358
+644
| +24% | +$64.6K | 0.11% | 125 |
|
|
2020
Q2 | $258K | Buy |
2,714
+84
| +3% | +$7.99K | 0.1% | 147 |
|
|
2020
Q1 | $225K | Hold |
2,630
| – | – | 0.1% | 138 |
|
|
2019
Q4 | $327K | Buy |
2,630
+405
| +18% | +$50.4K | 0.14% | 122 |
|
|
2019
Q3 | $263K | Buy |
2,225
+139
| +7% | +$16.4K | 0.13% | 129 |
|
|
2019
Q2 | $257K | Buy |
2,086
+232
| +13% | +$28.6K | 0.14% | 116 |
|
|
2019
Q1 | $203K | Buy |
+1,854
| New | +$203K | 0.14% | 129 |
|