Tiemann 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 | $652K | Sell |
2,044
-180
| -8% | -$57.4K | 0.27% | 70 |
|
|
2025
Q1 | $598K | Sell |
2,224
-60
| -3% | -$16.1K | 0.27% | 71 |
|
|
2024
Q4 | $678K | Sell |
2,284
-167
| -7% | -$49.6K | 0.3% | 64 |
|
|
2024
Q3 | $665K | Sell |
2,451
-200
| -8% | -$54.2K | 0.29% | 69 |
|
|
2024
Q2 | $614K | Hold |
2,651
| – | – | 0.27% | 74 |
|
|
2024
Q1 | $604K | Sell |
2,651
-25
| -0.9% | -$5.69K | 0.27% | 79 |
|
|
2023
Q4 | $501K | Buy |
2,676
+350
| +15% | +$65.6K | 0.24% | 87 |
|
|
2023
Q3 | $347K | Buy |
2,326
+110
| +5% | +$16.4K | 0.19% | 115 |
|
|
2023
Q2 | $386K | Buy |
2,216
+25
| +1% | +$4.36K | 0.2% | 114 |
|
|
2023
Q1 | $361K | Buy |
2,191
+87
| +4% | +$14.4K | 0.2% | 117 |
|
|
2022
Q4 | $311K | Sell |
2,104
-50
| -2% | -$7.39K | 0.18% | 130 |
|
|
2022
Q3 | $291K | Buy |
2,154
+55
| +3% | +$7.43K | 0.19% | 122 |
|
|
2022
Q2 | $291K | Buy |
2,099
+100
| +5% | +$13.9K | 0.16% | 142 |
|
|
2022
Q1 | $374K | Sell |
1,999
-158
| -7% | -$29.6K | 0.17% | 133 |
|
|
2021
Q4 | $353K | Buy |
2,157
+21
| +1% | +$3.44K | 0.15% | 151 |
|
|
2021
Q3 | $358K | Sell |
2,136
-83
| -4% | -$13.9K | 0.17% | 135 |
|
|
2021
Q2 | $367K | Sell |
2,219
-49
| -2% | -$8.1K | 0.17% | 135 |
|
|
2021
Q1 | $321K | Buy |
2,268
+1
| +0% | +$142 | 0.16% | 146 |
|
|
2020
Q4 | $274K | Sell |
2,267
-24
| -1% | -$2.9K | 0.15% | 156 |
|
|
2020
Q3 | $230K | Sell |
2,291
-64
| -3% | -$6.43K | 0.14% | 161 |
|
|
2020
Q2 | $224K | Sell |
2,355
-599
| -20% | -$57K | 0.15% | 153 |
|
|
2020
Q1 | $253K | Sell |
2,954
-301
| -9% | -$25.8K | 0.22% | 119 |
|
|
2019
Q4 | $405K | Sell |
3,255
-639
| -16% | -$79.5K | 0.28% | 97 |
|
|
2019
Q3 | $461K | Sell |
3,894
-339
| -8% | -$40.1K | 0.34% | 80 |
|
|
2019
Q2 | $523K | Buy |
4,233
+1
| +0% | +$124 | 0.38% | 73 |
|
|
2019
Q1 | $463K | Buy |
4,232
+685
| +19% | +$74.9K | 0.35% | 77 |
|
|
2018
Q4 | $338K | Buy |
3,547
+1
| +0% | +$95 | 0.3% | 99 |
|
|
2018
Q3 | $378K | Buy |
3,546
+257
| +8% | +$27.4K | 0.29% | 100 |
|
|
2018
Q2 | $322K | Buy |
3,289
+1
| +0% | +$98 | 0.26% | 108 |
|
|
2018
Q1 | $307K | Hold |
3,288
| – | – | 0.25% | 116 |
|
|
2017
Q4 | $327K | Sell |
3,288
-39
| -1% | -$3.88K | 0.26% | 112 |
|
|
2017
Q3 | $301K | Buy |
3,327
+1
| +0% | +$90 | 0.25% | 118 |
|
|
2017
Q2 | $280K | Buy |
3,326
+1
| +0% | +$84 | 0.25% | 120 |
|
|
2017
Q1 | $263K | Sell |
3,325
-49
| -1% | -$3.88K | 0.24% | 126 |
|
|
2016
Q4 | $250K | Sell |
3,374
-624
| -16% | -$46.2K | 0.24% | 122 |
|
|
2016
Q3 | $256K | Sell |
3,998
-45
| -1% | -$2.88K | 0.23% | 133 |
|
|
2016
Q2 | $246K | Buy |
4,043
+1
| +0% | +$61 | 0.23% | 131 |
|
|
2016
Q1 | $248K | Buy |
4,042
+152
| +4% | +$9.33K | 0.25% | 126 |
|
|
2015
Q4 | $271K | Sell |
3,890
-500
| -11% | -$34.8K | 0.28% | 117 |
|
|
2015
Q3 | $325K | Sell |
4,390
-199
| -4% | -$14.7K | 0.36% | 89 |
|
|
2015
Q2 | $357K | Sell |
4,589
-316
| -6% | -$24.6K | 0.37% | 87 |
|
|
2015
Q1 | $383K | Buy |
4,905
+350
| +8% | +$27.3K | 0.4% | 81 |
|
|
2014
Q4 | $424K | Sell |
4,555
-354
| -7% | -$33K | 0.46% | 72 |
|
|
2014
Q3 | $430K | Buy |
4,909
+75
| +2% | +$6.57K | 0.48% | 70 |
|
|
2014
Q2 | $459K | Hold |
4,834
| – | – | 0.51% | 64 |
|
|
2014
Q1 | $435K | Sell |
4,834
-15
| -0.3% | -$1.35K | 0.49% | 67 |
|
|
2013
Q4 | $440K | Buy |
+4,849
| New | +$440K | 0.52% | 65 |
|