Telemus Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.31M | Buy |
7,003
+27
| +0.4% | +$5.06K | 0.11% | 135 |
|
|
2023
Q3 | $1.04M | Sell |
6,976
-23
| -0.3% | -$3.43K | 0.1% | 149 |
|
|
2023
Q2 | $1.22M | Sell |
6,999
-116
| -2% | -$20.2K | 0.1% | 148 |
|
|
2023
Q1 | $1.17M | Buy |
7,115
+141
| +2% | +$23.3K | 0.1% | 157 |
|
|
2022
Q4 | $1.05M | Sell |
6,974
-489
| -7% | -$73.4K | 0.1% | 171 |
|
|
2022
Q3 | $1.01M | Buy |
7,463
+500
| +7% | +$67.5K | 0.1% | 155 |
|
|
2022
Q2 | $965K | Sell |
6,963
-81
| -1% | -$11.2K | 0.09% | 173 |
|
|
2022
Q1 | $1.32M | Buy |
7,044
+581
| +9% | +$109K | 0.11% | 154 |
|
|
2021
Q4 | $1.06M | Sell |
6,463
-34
| -0.5% | -$5.56K | 0.09% | 169 |
|
|
2021
Q3 | $1.09M | Buy |
6,497
+478
| +8% | +$80K | 0.09% | 163 |
|
|
2021
Q2 | $995K | Hold |
6,019
| – | – | 0.07% | 173 |
|
|
2021
Q1 | $879K | Sell |
6,019
-24
| -0.4% | -$3.51K | 0.06% | 207 |
|
|
2020
Q4 | $731K | Sell |
6,043
-356
| -6% | -$43.1K | 0.05% | 215 |
|
|
2020
Q3 | $671K | Buy |
6,399
+41
| +0.6% | +$4.3K | 0.05% | 258 |
|
|
2020
Q2 | $593K | Sell |
6,358
-13
| -0.2% | -$1.21K | 0.05% | 247 |
|
|
2020
Q1 | $606K | Sell |
6,371
-220
| -3% | -$20.9K | 0.05% | 227 |
|
|
2019
Q4 | $821K | Sell |
6,591
-80
| -1% | -$9.97K | 0.06% | 197 |
|
|
2019
Q3 | $789K | Sell |
6,671
-320
| -5% | -$37.8K | 0.06% | 197 |
|
|
2019
Q2 | $844K | Sell |
6,991
-64
| -0.9% | -$7.73K | 0.07% | 178 |
|
|
2019
Q1 | $771K | Sell |
7,055
-56,004
| -89% | -$6.12M | 0.06% | 219 |
|
|
2018
Q4 | $6.01M | Buy |
63,059
+55,741
| +762% | +$5.31M | 0.49% | 50 |
|
|
2018
Q3 | $779K | Buy |
7,318
+450
| +7% | +$47.9K | 0.06% | 231 |
|
|
2018
Q2 | $673K | Buy |
6,868
+252
| +4% | +$24.7K | 0.05% | 255 |
|
|
2018
Q1 | $617K | Sell |
6,616
-135
| -2% | -$12.6K | 0.05% | 263 |
|
|
2017
Q4 | $670K | Buy |
6,751
+122
| +2% | +$12.1K | 0.05% | 248 |
|
|
2017
Q3 | $600K | Sell |
6,629
-205
| -3% | -$18.6K | 0.07% | 185 |
|
|
2017
Q2 | $576K | Buy |
6,834
+85
| +1% | +$7.16K | 0.06% | 206 |
|
|
2017
Q1 | $534K | Buy |
6,749
+39
| +0.6% | +$3.09K | 0.06% | 207 |
|
|
2016
Q4 | $497K | Buy |
6,710
+14
| +0.2% | +$1.04K | 0.07% | 197 |
|
|
2016
Q3 | $429K | Sell |
6,696
-1,160
| -15% | -$74.3K | 0.05% | 233 |
|
|
2016
Q2 | $477K | Sell |
7,856
-4,010
| -34% | -$243K | 0.06% | 216 |
|
|
2016
Q1 | $729K | Sell |
11,866
-25,246
| -68% | -$1.55M | 0.12% | 158 |
|
|
2015
Q4 | $2.58M | Buy |
37,112
+4,366
| +13% | +$304K | 0.7% | 39 |
|
|
2015
Q3 | $2.43M | Buy |
32,746
+1,541
| +5% | +$114K | 0.63% | 33 |
|
|
2015
Q2 | $2.43M | Sell |
31,205
-385
| -1% | -$29.9K | 0.61% | 31 |
|
|
2015
Q1 | $2.47M | Sell |
31,590
-655
| -2% | -$51.2K | 0.6% | 33 |
|
|
2014
Q4 | $3M | Buy |
32,245
+85
| +0.3% | +$7.91K | 0.72% | 33 |
|
|
2014
Q3 | $2.82M | Sell |
32,160
-308
| -0.9% | -$27K | 0.76% | 29 |
|
|
2014
Q2 | $3.08M | Buy |
32,468
+278
| +0.9% | +$26.4K | 0.81% | 24 |
|
|
2014
Q1 | $2.9M | Buy |
32,190
+592
| +2% | +$53.3K | 0.8% | 26 |
|
|
2013
Q4 | $2.87M | Sell |
31,598
-2,017
| -6% | -$183K | 0.83% | 22 |
|
|
2013
Q3 | $2.54M | Buy |
+33,615
| New | +$2.54M | 0.75% | 31 |
|