UBS Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19B | Sell |
3,742,425
-721,075
| -16% | -$230M | 0.21% | 69 |
|
|
2025
Q1 | $1.2B | Buy |
4,463,500
+879,088
| +25% | +$237M | 0.22% | 62 |
|
|
2024
Q4 | $1.06B | Buy |
3,584,412
+419,658
| +13% | +$125M | 0.2% | 73 |
|
|
2024
Q3 | $858M | Buy |
3,164,754
+337,083
| +12% | +$91.4M | 0.19% | 84 |
|
|
2024
Q2 | $655M | Buy |
2,827,671
+45,172
| +2% | +$10.5M | 0.16% | 97 |
|
|
2024
Q1 | $634M | Buy |
2,782,499
+499,143
| +22% | +$114M | 0.16% | 101 |
|
|
2023
Q4 | $428M | Buy |
2,283,356
+173,463
| +8% | +$32.5M | 0.13% | 127 |
|
|
2023
Q3 | $315M | Sell |
2,109,893
-334,242
| -14% | -$49.9M | 0.11% | 150 |
|
|
2023
Q2 | $426M | Buy |
2,444,135
+624,734
| +34% | +$109M | 0.14% | 117 |
|
|
2023
Q1 | $300M | Sell |
1,819,401
-35,694
| -2% | -$5.89M | 0.11% | 160 |
|
|
2022
Q4 | $274M | Buy |
1,855,095
+534,843
| +41% | +$79M | 0.1% | 171 |
|
|
2022
Q3 | $178M | Sell |
1,320,252
-327,076
| -20% | -$44.1M | 0.08% | 211 |
|
|
2022
Q2 | $228M | Sell |
1,647,328
-57,696
| -3% | -$8M | 0.09% | 190 |
|
|
2022
Q1 | $319M | Sell |
1,705,024
-239,056
| -12% | -$44.7M | 0.11% | 160 |
|
|
2021
Q4 | $318M | Sell |
1,944,080
-51,423
| -3% | -$8.41M | 0.09% | 158 |
|
|
2021
Q3 | $334M | Buy |
1,995,503
+216,417
| +12% | +$36.3M | 0.11% | 150 |
|
|
2021
Q2 | $294M | Sell |
1,779,086
-410,874
| -19% | -$67.9M | 0.09% | 168 |
|
|
2021
Q1 | $310M | Buy |
2,189,960
+171,821
| +9% | +$24.3M | 0.1% | 154 |
|
|
2020
Q4 | $244M | Buy |
2,018,139
+227,616
| +13% | +$27.5M | 0.08% | 183 |
|
|
2020
Q3 | $180M | Sell |
1,790,523
-140,108
| -7% | -$14M | 0.07% | 210 |
|
|
2020
Q2 | $184M | Buy |
1,930,631
+145,509
| +8% | +$13.9M | 0.08% | 199 |
|
|
2020
Q1 | $153M | Sell |
1,785,122
-237,922
| -12% | -$20.4M | 0.07% | 202 |
|
|
2019
Q4 | $252M | Sell |
2,023,044
-118,821
| -6% | -$14.8M | 0.09% | 175 |
|
|
2019
Q3 | $253M | Buy |
2,141,865
+341,022
| +19% | +$40.3M | 0.1% | 164 |
|
|
2019
Q2 | $222M | Buy |
1,800,843
+113,245
| +7% | +$14M | 0.09% | 188 |
|
|
2019
Q1 | $184M | Buy |
1,687,598
+324,284
| +24% | +$35.4M | 0.08% | 200 |
|
|
2018
Q4 | $130M | Buy |
1,363,314
+18,134
| +1% | +$1.73M | 0.06% | 237 |
|
|
2018
Q3 | $143M | Buy |
1,345,180
+138,002
| +11% | +$14.7M | 0.06% | 242 |
|
|
2018
Q2 | $118M | Sell |
1,207,178
-44,599
| -4% | -$4.37M | 0.05% | 275 |
|
|
2018
Q1 | $117M | Sell |
1,251,777
-226,505
| -15% | -$21.1M | 0.05% | 267 |
|
|
2017
Q4 | $147M | Buy |
1,478,282
+423,603
| +40% | +$42.1M | 0.06% | 228 |
|
|
2017
Q3 | $95.4M | Sell |
1,054,679
-21,457
| -2% | -$1.94M | 0.04% | 291 |
|
|
2017
Q2 | $90.7M | Sell |
1,076,136
-21,626
| -2% | -$1.82M | 0.05% | 295 |
|
|
2017
Q1 | $86.8M | Buy |
1,097,762
+235,165
| +27% | +$18.6M | 0.05% | 304 |
|
|
2016
Q4 | $63.9M | Sell |
862,597
-107,072
| -11% | -$7.93M | 0.04% | 356 |
|
|
2016
Q3 | $62.1M | Sell |
969,669
-285,708
| -23% | -$18.3M | 0.04% | 355 |
|
|
2016
Q2 | $76.3M | Buy |
1,255,377
+92,478
| +8% | +$5.62M | 0.05% | 298 |
|
|
2016
Q1 | $71.4M | Buy |
1,162,899
+14,726
| +1% | +$904K | 0.05% | 302 |
|
|
2015
Q4 | $79.9M | Sell |
1,148,173
-122,253
| -10% | -$8.5M | 0.05% | 308 |
|
|
2015
Q3 | $94.2M | Sell |
1,270,426
-810,254
| -39% | -$60.1M | 0.07% | 256 |
|
|
2015
Q2 | $162M | Sell |
2,080,680
-462,891
| -18% | -$36M | 0.11% | 186 |
|
|
2015
Q1 | $199M | Sell |
2,543,571
-117,338
| -4% | -$9.17M | 0.14% | 156 |
|
|
2014
Q4 | $248M | Buy |
+2,660,909
| New | +$248M | 0.17% | 121 |
|