SVB Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Sell |
4,667
-591
| -11% | -$198K | 0.09% | 161 |
|
|
2025
Q4 | $1.95M | Sell |
5,258
-157
| -3% | -$56.2K | 0.11% | 148 |
|
|
2025
Q3 | $1.8M | Sell |
5,415
-566
| -9% | -$180K | 0.1% | 161 |
|
|
2025
Q2 | $1.91M | Sell |
5,981
-5,988
| -50% | -$1.69M | 0.1% | 166 |
|
|
2025
Q1 | $3.22M | Sell |
11,969
-662
| -5% | -$196K | 0.13% | 87 |
|
|
2024
Q4 | $3.75M | Buy |
+12,631
| New | +$3.63M | 0.07% | 164 |
|
|
2024
Q3 | – | Sell |
-13,933
| Closed | -$3.23M | – | 68 |
|
|
2024
Q2 | $3.23M | Sell |
13,933
-2,200
| -14% | -$509K | 0.08% | 188 |
|
|
2024
Q1 | $3.67M | Buy |
16,133
+474
| +3% | +$98.3K | 0.08% | 190 |
|
|
2023
Q4 | $2.93M | Sell |
15,659
-5,379
| -26% | -$866K | 0.07% | 200 |
|
|
2023
Q3 | $3.14M | Sell |
21,038
-1,187
| -5% | -$194K | 0.07% | 181 |
|
|
2023
Q2 | $3.87M | Sell |
22,225
-1,768
| -7% | -$285K | 0.07% | 174 |
|
|
2023
Q1 | $3.96M | Sell |
23,993
-566
| -2% | -$93.9K | 0.06% | 191 |
|
|
2022
Q4 | $3.63M | Sell |
24,559
-17,435
| -42% | -$2.58M | 0.05% | 199 |
|
|
2022
Q3 | $5.67M | Buy |
41,994
+20,713
| +97% | +$3.14M | 0.08% | 158 |
|
|
2022
Q2 | $2.95M | Sell |
21,281
-588
| -3% | -$97.1K | 0.05% | 188 |
|
|
2022
Q1 | $4.09M | Buy |
21,869
+548
| +3% | +$99K | 0.05% | 166 |
|
|
2021
Q4 | $3.49M | Sell |
21,321
-2,173
| -9% | -$371K | 0.06% | 169 |
|
|
2021
Q3 | $3.94M | Buy |
23,494
+2,079
| +10% | +$348K | 0.05% | 185 |
|
|
2021
Q2 | $3.54M | Sell |
21,415
-1,244
| -5% | -$195K | 0.04% | 197 |
|
|
2021
Q1 | $3.21M | Sell |
22,659
-687
| -3% | -$90.8K | 0.04% | 196 |
|
|
2020
Q4 | $2.82M | Buy |
23,346
+1,733
| +8% | +$192K | 0.04% | 203 |
|
|
2020
Q3 | $2.17M | Buy |
21,613
+617
| +3% | +$60.7K | 0.04% | 212 |
|
|
2020
Q2 | $2M | Buy |
20,996
+235
| +1% | +$21.6K | 0.04% | 198 |
|
|
2020
Q1 | $1.78M | Sell |
20,761
-2,259
| -10% | -$263K | 0.04% | 185 |
|
|
2019
Q4 | $2.87M | Sell |
23,020
-6,864
| -23% | -$820K | 0.05% | 177 |
|
|
2019
Q3 | $3.54M | Buy |
29,884
+326
| +1% | +$40K | 0.07% | 150 |
|
|
2019
Q2 | $3.65M | Sell |
29,558
-136
| -0.5% | -$16K | 0.12% | 147 |
|
|
2019
Q1 | $3.25M | Sell |
29,694
-880
| -3% | -$92.5K | 0.13% | 118 |
|
|
2018
Q4 | $2.91M | Sell |
30,574
-264
| -0.9% | -$27.6K | 0.12% | 119 |
|
|
2018
Q3 | $3.28M | Buy |
30,838
+1,218
| +4% | +$127K | 0.12% | 126 |
|
|
2018
Q2 | $2.9M | Sell |
29,620
-2,360
| -7% | -$232K | 0.11% | 133 |
|
|
2018
Q1 | $2.98M | Buy |
31,980
+1,116
| +4% | +$108K | 0.11% | 135 |
|
|
2017
Q4 | $3.06M | Sell |
30,864
-197
| -0.6% | -$18.8K | 0.12% | 137 |
|
|
2017
Q3 | $2.81M | Sell |
31,061
-2,964
| -9% | -$255K | 0.11% | 149 |
|
|
2017
Q2 | $2.87M | Sell |
34,025
-1,889
| -5% | -$149K | 0.11% | 150 |
|
|
2017
Q1 | $2.84M | Sell |
35,914
-3,110
| -8% | -$243K | 0.11% | 150 |
|
|
2016
Q4 | $2.89M | Sell |
39,024
-9,922
| -20% | -$687K | 0.12% | 143 |
|
|
2016
Q3 | $3.13M | Sell |
48,946
-27,494
| -36% | -$1.77M | 0.13% | 149 |
|
|
2016
Q2 | $4.64M | Sell |
76,440
-8,293
| -10% | -$525K | 0.19% | 121 |
|
|
2016
Q1 | $5.2M | Sell |
84,733
-14,199
| -14% | -$826K | 0.21% | 114 |
|
|
2015
Q4 | $6.88M | Sell |
98,932
-18,906
| -16% | -$1.38M | 0.27% | 93 |
|
|
2015
Q3 | $8.74M | Sell |
117,838
-15,703
| -12% | -$1.21M | 0.34% | 84 |
|
|
2015
Q2 | $10.4M | Buy |
133,541
+4,508
| +3% | +$358K | 0.34% | 85 |
|
|
2015
Q1 | $10.1M | Sell |
129,033
-1,627
| -1% | -$135K | 0.33% | 86 |
|
|
2014
Q4 | $12.2M | Buy |
+130,660
| New | +$11.7M | 0.39% | 77 |
|
Other funds holding AXP
VCM
VPM