United Capital Financial Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31M | Sell |
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|
2025
Q1 | $26.3M | Sell |
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|
2024
Q4 | $29.4M | Sell |
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|
2024
Q3 | $27.2M | Sell |
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|
2024
Q2 | $23.6M | Sell |
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|
2024
Q1 | $28.7M | Sell |
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|
2023
Q4 | $24.1M | Buy |
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|
2023
Q3 | $19M | Sell |
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|
2023
Q2 | $25M | Sell |
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|
2023
Q1 | $24.9M | Sell |
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|
2022
Q4 | $22.3M | Sell |
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|
2022
Q3 | $20.5M | Buy |
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|
2022
Q2 | $20.7M | Buy |
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|
2022
Q1 | $27.8M | Sell |
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|
2021
Q4 | $26.6M | Sell |
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|
2021
Q3 | $28.3M | Sell |
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|
2021
Q2 | $28.4M | Sell |
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|
2021
Q1 | $24.4M | Sell |
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|
2020
Q4 | $21.3M | Sell |
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|
2020
Q3 | $18.1M | Buy |
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|
2020
Q2 | $17M | Sell |
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|
2020
Q1 | $15.3M | Sell |
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|
2019
Q4 | $23.1M | Buy |
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|
2019
Q3 | $21.3M | Sell |
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|
2019
Q2 | $24.4M | Sell |
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|
2019
Q1 | $21.7M | Sell |
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|
2018
Q4 | $19.2M | Sell |
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|
2018
Q3 | $22.4M | Sell |
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|
2018
Q2 | $20.7M | Sell |
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|
2018
Q1 | $20.3M | Buy |
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|
2017
Q4 | $21.4M | Sell |
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|
2017
Q3 | $19.8M | Buy |
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|
2017
Q2 | $18.3M | Buy |
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|
2017
Q1 | $17M | Sell |
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|
2016
Q4 | $16.6M | Sell |
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|
2016
Q3 | $15.4M | Sell |
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|
2016
Q2 | $16.3M | Sell |
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|
2016
Q1 | $18.2M | Buy |
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|
2015
Q4 | $16M | Sell |
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|
2015
Q3 | $20.9M | Buy |
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|
2015
Q2 | $21.9M | Buy |
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|
2015
Q1 | $11.9M | Buy |
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|
2014
Q4 | $9.26M | Buy |
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|
2014
Q3 | $8.21M | Buy |
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|
2014
Q2 | $3.68M | Buy |
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|
2014
Q1 | $3.15M | Buy |
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|
2013
Q4 | $2.09M | Sell |
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|
2013
Q3 | $2.28M | Buy |
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|
2013
Q2 | $2.2M | Buy |
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