Summit Securities 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 | $11.5K | Buy |
+36
| New | +$11.5K | ﹤0.01% | 732 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 334 |
|
|
2023
Q4 | – | Sell |
-700
| Closed | -$104K | – | 469 |
|
|
2023
Q3 | $104K | Sell |
700
-366
| -34% | -$54.4K | 0.01% | 99 |
|
|
2023
Q2 | $186K | Buy |
+1,066
| New | +$186K | 0.02% | 136 |
|
|
2023
Q1 | – | Sell |
-2,435
| Closed | -$360K | – | 661 |
|
|
2022
Q4 | $360K | Sell |
2,435
-3,854
| -61% | -$570K | 0.01% | 145 |
|
|
2022
Q3 | $848K | Buy |
6,289
+433
| +7% | +$58.4K | 0.06% | 95 |
|
|
2022
Q2 | $812K | Buy |
5,856
+4,756
| +432% | +$659K | 0.1% | 71 |
|
|
2022
Q1 | $206K | Sell |
1,100
-3,100
| -74% | -$581K | 0.02% | 228 |
|
|
2021
Q4 | $687K | Sell |
4,200
-8,683
| -67% | -$1.42M | 0.03% | 177 |
|
|
2021
Q3 | $2.16M | Sell |
12,883
-623
| -5% | -$104K | 0.17% | 63 |
|
|
2021
Q2 | $2.23M | Buy |
13,506
+7,506
| +125% | +$1.24M | 0.18% | 52 |
|
|
2021
Q1 | $849K | Buy |
6,000
+3,900
| +186% | +$552K | 0.09% | 103 |
|
|
2020
Q4 | $254K | Buy |
+2,100
| New | +$254K | 0.02% | 216 |
|
|
2020
Q1 | – | Sell |
-10,000
| Closed | -$1.25M | – | 125 |
|
|
2019
Q4 | $1.25M | Buy |
+10,000
| New | +$1.25M | 0.09% | 78 |
|
|
2018
Q1 | – | Sell |
-9,800
| Closed | -$973K | – | 88 |
|
|
2017
Q4 | $973K | Buy |
9,800
+5,800
| +145% | +$576K | 0.12% | 58 |
|
|
2017
Q3 | $362K | Buy |
+4,000
| New | +$362K | 0.06% | 72 |
|
|
2016
Q1 | – | Sell |
-4,720
| Closed | -$328K | – | 145 |
|
|
2015
Q4 | $328K | Buy |
+4,720
| New | +$328K | 0.11% | 135 |
|
|
2015
Q3 | – | Sell |
-4,100
| Closed | -$319K | – | 315 |
|
|
2015
Q2 | $319K | Buy |
4,100
+3,700
| +925% | +$288K | 0.16% | 48 |
|
|
2015
Q1 | $31K | Sell |
400
-1,300
| -76% | -$101K | 0.02% | 208 |
|
|
2014
Q4 | $158K | Sell |
1,700
-6,200
| -78% | -$576K | 0.05% | 213 |
|
|
2014
Q3 | $692K | Buy |
+7,900
| New | +$692K | 0.2% | 81 |
|
|
2014
Q1 | – | Sell |
-2,200
| Closed | -$200K | – | 338 |
|
|
2013
Q4 | $200K | Sell |
2,200
-2,100
| -49% | -$191K | 0.03% | 170 |
|
|
2013
Q3 | $325K | Buy |
+4,300
| New | +$325K | 0.11% | 87 |
|