Symphony Financial’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 | $1.95M | Sell |
6,509
-300
| -4% | -$101K | 0.26% | 80 |
|
|
2025
Q4 | $2.54M | Buy |
6,809
+257
| +4% | +$92K | 0.34% | 64 |
|
|
2025
Q3 | $2.18M | Sell |
6,552
-1,271
| -16% | -$404K | 0.27% | 79 |
|
|
2025
Q2 | $2.14M | Buy |
+7,823
| New | +$2.2M | 0.28% | 73 |
|
|
2025
Q1 | – | Sell |
-6,498
| Closed | -$2.07M | – | 103 |
|
|
2024
Q4 | $2.07M | Buy |
6,498
+37
| +0.6% | +$10.6K | 0.32% | 67 |
|
|
2024
Q3 | $1.75M | Sell |
6,461
-277
| -4% | -$69K | 0.29% | 74 |
|
|
2024
Q2 | $1.54M | Sell |
6,738
-41
| -0.6% | -$9.49K | 0.28% | 73 |
|
|
2024
Q1 | $1.54M | Sell |
6,779
-240
| -3% | -$49.8K | 0.36% | 65 |
|
|
2023
Q4 | $1.27M | Buy |
+7,019
| New | +$1.13M | 0.27% | 77 |
|
|
2023
Q3 | – | Sell |
-5,867
| Closed | -$1.01M | – | 167 |
|
|
2023
Q2 | $1.01M | Buy |
5,867
+177
| +3% | +$28.6K | 0.25% | 79 |
|
|
2023
Q1 | $924K | Buy |
5,690
+321
| +6% | +$53.3K | 0.24% | 82 |
|
|
2022
Q4 | $808K | Buy |
5,369
+228
| +4% | +$33.8K | 0.21% | 91 |
|
|
2022
Q3 | $708K | Buy |
5,141
+651
| +14% | +$98.5K | 0.23% | 95 |
|
|
2022
Q2 | $626K | Buy |
4,490
+307
| +7% | +$50.7K | 0.19% | 109 |
|
|
2022
Q1 | $763K | Buy |
4,183
+234
| +6% | +$42.3K | 0.18% | 101 |
|
|
2021
Q4 | $664K | Buy |
3,949
+753
| +24% | +$128K | 0.19% | 98 |
|
|
2021
Q3 | $548K | Sell |
3,196
-889
| -22% | -$149K | 0.19% | 91 |
|
|
2021
Q2 | $675K | Sell |
4,085
-204
| -5% | -$32K | 0.23% | 75 |
|
|
2021
Q1 | $627K | Buy |
4,289
+674
| +19% | +$89.1K | 0.17% | 94 |
|
|
2020
Q4 | $427K | Sell |
3,615
-3,079
| -46% | -$341K | 0.15% | 103 |
|
|
2020
Q3 | $671K | Buy |
6,694
+496
| +8% | +$48.8K | 0.28% | 60 |
|
|
2020
Q2 | $590K | Buy |
6,198
+2,848
| +85% | +$262K | 0.29% | 63 |
|
|
2020
Q1 | $302K | Buy |
+3,350
| New | +$390K | 0.21% | 72 |
|
Other funds holding AXP
VCM
VPM