USA Financial Formulas’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53
| Closed | -$15.7K | – | 283 |
|
|
2024
Q4 | $15.7K | Sell |
53
-6,507
| -99% | -$1.93M | ﹤0.01% | 279 |
|
|
2024
Q3 | $1.78M | Buy |
6,560
+134
| +2% | +$36.3K | 0.28% | 18 |
|
|
2024
Q2 | $1.49M | Buy |
6,426
+4,408
| +218% | +$1.02M | 0.24% | 29 |
|
|
2024
Q1 | $459K | Buy |
+2,018
| New | +$459K | 0.07% | 106 |
|
|
2022
Q2 | – | Sell |
-5,328
| Closed | -$996K | – | 336 |
|
|
2022
Q1 | $996K | Buy |
5,328
+5,325
| +177,500% | +$995K | 1.07% | 33 |
|
|
2021
Q4 | $0 | Sell |
3
-5,542
| -100% | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $929K | Sell |
5,545
-290
| -5% | -$48.6K | 0.83% | 60 |
|
|
2021
Q2 | $964K | Sell |
5,835
-3,460
| -37% | -$572K | 0.81% | 57 |
|
|
2021
Q1 | $1.32M | Buy |
+9,295
| New | +$1.32M | 1.07% | 21 |
|
|
2019
Q4 | – | Sell |
-30,320
| Closed | -$3.59M | – | 230 |
|
|
2019
Q3 | $3.59M | Buy |
+30,320
| New | +$3.59M | 1.39% | 11 |
|
|
2019
Q1 | – | Sell |
-45,169
| Closed | -$4.81M | – | 139 |
|
|
2018
Q4 | $4.81M | Buy |
+45,169
| New | +$4.81M | 1.2% | 24 |
|
|
2018
Q1 | – | Sell |
-25,188
| Closed | -$2.5M | – | 314 |
|
|
2017
Q4 | $2.5M | Buy |
+25,188
| New | +$2.5M | 0.59% | 72 |
|