United Capital Financial 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 | $31M | Sell |
97,311
-316
| -0.3% | -$101K | 0.25% | 86 |
|
|
2025
Q1 | $26.3M | Sell |
97,627
-1,582
| -2% | -$426K | 0.22% | 92 |
|
|
2024
Q4 | $29.4M | Sell |
99,209
-1,096
| -1% | -$325K | 0.25% | 85 |
|
|
2024
Q3 | $27.2M | Sell |
100,305
-1,726
| -2% | -$468K | 0.22% | 91 |
|
|
2024
Q2 | $23.6M | Sell |
102,031
-24,077
| -19% | -$5.58M | 0.2% | 99 |
|
|
2024
Q1 | $28.7M | Sell |
126,108
-2,773
| -2% | -$631K | 0.24% | 92 |
|
|
2023
Q4 | $24.1M | Buy |
128,881
+1,288
| +1% | +$241K | 0.2% | 108 |
|
|
2023
Q3 | $19M | Sell |
127,593
-15,836
| -11% | -$2.36M | 0.12% | 157 |
|
|
2023
Q2 | $25M | Sell |
143,429
-7,548
| -5% | -$1.31M | 0.14% | 134 |
|
|
2023
Q1 | $24.9M | Sell |
150,977
-111
| -0.1% | -$18.3K | 0.14% | 142 |
|
|
2022
Q4 | $22.3M | Sell |
151,088
-1,031
| -0.7% | -$152K | 0.13% | 160 |
|
|
2022
Q3 | $20.5M | Buy |
152,119
+2,774
| +2% | +$374K | 0.12% | 156 |
|
|
2022
Q2 | $20.7M | Buy |
149,345
+568
| +0.4% | +$78.7K | 0.11% | 172 |
|
|
2022
Q1 | $27.8M | Sell |
148,777
-13,854
| -9% | -$2.59M | 0.14% | 153 |
|
|
2021
Q4 | $26.6M | Sell |
162,631
-6,370
| -4% | -$1.04M | 0.12% | 165 |
|
|
2021
Q3 | $28.3M | Sell |
169,001
-2,747
| -2% | -$460K | 0.14% | 149 |
|
|
2021
Q2 | $28.4M | Sell |
171,748
-551
| -0.3% | -$91K | 0.14% | 149 |
|
|
2021
Q1 | $24.4M | Sell |
172,299
-3,670
| -2% | -$519K | 0.13% | 162 |
|
|
2020
Q4 | $21.3M | Sell |
175,969
-4,640
| -3% | -$561K | 0.13% | 170 |
|
|
2020
Q3 | $18.1M | Buy |
180,609
+1,667
| +0.9% | +$167K | 0.12% | 184 |
|
|
2020
Q2 | $17M | Sell |
178,942
-125
| -0.1% | -$11.9K | 0.12% | 181 |
|
|
2020
Q1 | $15.3M | Sell |
179,067
-6,895
| -4% | -$590K | 0.13% | 174 |
|
|
2019
Q4 | $23.2M | Buy |
185,962
+6,128
| +3% | +$763K | 0.15% | 160 |
|
|
2019
Q3 | $21.3M | Sell |
179,834
-17,670
| -9% | -$2.09M | 0.15% | 159 |
|
|
2019
Q2 | $24.4M | Sell |
197,504
-728
| -0.4% | -$89.9K | 0.16% | 136 |
|
|
2019
Q1 | $21.7M | Sell |
198,232
-3,571
| -2% | -$390K | 0.15% | 146 |
|
|
2018
Q4 | $19.2M | Sell |
201,803
-8,515
| -4% | -$812K | 0.15% | 140 |
|
|
2018
Q3 | $22.4M | Sell |
210,318
-646
| -0.3% | -$68.8K | 0.16% | 143 |
|
|
2018
Q2 | $20.7M | Sell |
210,964
-7,031
| -3% | -$689K | 0.15% | 146 |
|
|
2018
Q1 | $20.3M | Buy |
217,995
+2,998
| +1% | +$280K | 0.16% | 154 |
|
|
2017
Q4 | $21.4M | Sell |
214,997
-3,695
| -2% | -$368K | 0.17% | 141 |
|
|
2017
Q3 | $19.8M | Buy |
218,692
+1,127
| +0.5% | +$102K | 0.17% | 139 |
|
|
2017
Q2 | $18.3M | Buy |
217,565
+3,252
| +2% | +$274K | 0.16% | 140 |
|
|
2017
Q1 | $17M | Sell |
214,313
-9,993
| -4% | -$791K | 0.16% | 149 |
|
|
2016
Q4 | $16.6M | Sell |
224,306
-16,580
| -7% | -$1.23M | 0.16% | 143 |
|
|
2016
Q3 | $15.4M | Sell |
240,886
-25,553
| -10% | -$1.64M | 0.15% | 161 |
|
|
2016
Q2 | $16.3M | Sell |
266,439
-30,349
| -10% | -$1.85M | 0.17% | 139 |
|
|
2016
Q1 | $18.2M | Buy |
296,788
+67,369
| +29% | +$4.14M | 0.2% | 101 |
|
|
2015
Q4 | $16M | Sell |
229,419
-52,901
| -19% | -$3.68M | 0.18% | 116 |
|
|
2015
Q3 | $20.9M | Buy |
282,320
+132
| +0% | +$9.79K | 0.25% | 76 |
|
|
2015
Q2 | $21.9M | Buy |
282,188
+128,365
| +83% | +$9.98M | 0.25% | 91 |
|
|
2015
Q1 | $11.9M | Buy |
153,823
+54,352
| +55% | +$4.21M | 0.15% | 175 |
|
|
2014
Q4 | $9.26M | Buy |
99,471
+5,643
| +6% | +$525K | 0.14% | 173 |
|
|
2014
Q3 | $8.21M | Buy |
93,828
+55,026
| +142% | +$4.82M | 0.14% | 173 |
|
|
2014
Q2 | $3.68M | Buy |
38,802
+3,862
| +11% | +$366K | 0.07% | 283 |
|
|
2014
Q1 | $3.15M | Buy |
34,940
+11,888
| +52% | +$1.07M | 0.07% | 285 |
|
|
2013
Q4 | $2.09M | Sell |
23,052
-7,123
| -24% | -$646K | 0.07% | 235 |
|
|
2013
Q3 | $2.28M | Buy |
30,175
+794
| +3% | +$60K | 0.07% | 236 |
|
|
2013
Q2 | $2.2M | Buy |
+29,381
| New | +$2.2M | 0.06% | 294 |
|