Valeo 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 | $5.71M | Buy |
17,886
+2,054
| +13% | +$655K | 0.14% | 79 |
|
|
2025
Q1 | $4.26M | Buy |
15,832
+22
| +0.1% | +$5.92K | 0.12% | 84 |
|
|
2024
Q4 | $4.69M | Buy |
15,810
+59
| +0.4% | +$17.5K | 0.13% | 80 |
|
|
2024
Q3 | $4.27M | Buy |
15,751
+122
| +0.8% | +$33.1K | 0.12% | 84 |
|
|
2024
Q2 | $3.62M | Buy |
15,629
+225
| +1% | +$52.1K | 0.11% | 88 |
|
|
2024
Q1 | $3.68M | Sell |
15,404
-213
| -1% | -$50.9K | 0.13% | 87 |
|
|
2023
Q4 | $2.93M | Buy |
15,617
+1,407
| +10% | +$264K | 0.12% | 102 |
|
|
2023
Q3 | $2.12M | Buy |
14,210
+1,046
| +8% | +$156K | 0.1% | 120 |
|
|
2023
Q2 | $2.29M | Sell |
13,164
-1,841
| -12% | -$321K | 0.1% | 110 |
|
|
2023
Q1 | $2.48M | Buy |
15,005
+2,031
| +16% | +$335K | 0.12% | 106 |
|
|
2022
Q4 | $1.92M | Buy |
12,974
+886
| +7% | +$131K | 0.11% | 110 |
|
|
2022
Q3 | $1.63M | Buy |
12,088
+446
| +4% | +$60.2K | 0.1% | 120 |
|
|
2022
Q2 | $1.61M | Sell |
11,642
-1,093
| -9% | -$152K | 0.1% | 118 |
|
|
2022
Q1 | $2.38M | Buy |
12,735
+448
| +4% | +$83.8K | 0.12% | 101 |
|
|
2021
Q4 | $2.01M | Buy |
12,287
+863
| +8% | +$141K | 0.11% | 108 |
|
|
2021
Q3 | $1.91M | Buy |
11,424
+217
| +2% | +$36.4K | 0.11% | 111 |
|
|
2021
Q2 | $1.85M | Sell |
11,207
-73
| -0.6% | -$12.1K | 0.11% | 110 |
|
|
2021
Q1 | $1.6M | Sell |
11,280
-874
| -7% | -$124K | 0.07% | 137 |
|
|
2020
Q4 | $1.47M | Sell |
12,154
-1,405
| -10% | -$170K | 0.08% | 129 |
|
|
2020
Q3 | $1.36M | Sell |
13,559
-57
| -0.4% | -$5.71K | 0.12% | 107 |
|
|
2020
Q2 | $1.3M | Buy |
13,616
+3,378
| +33% | +$322K | 0.12% | 107 |
|
|
2020
Q1 | $969K | Buy |
10,238
+2,277
| +29% | +$216K | 0.1% | 124 |
|
|
2019
Q4 | $991K | Buy |
7,961
+1,000
| +14% | +$124K | 0.1% | 132 |
|
|
2019
Q3 | $823K | Buy |
6,961
+68
| +1% | +$8.04K | 0.09% | 134 |
|
|
2019
Q2 | $851K | Buy |
6,893
+78
| +1% | +$9.63K | 0.1% | 137 |
|
|
2019
Q1 | $745K | Buy |
6,815
+105
| +2% | +$11.5K | 0.09% | 147 |
|
|
2018
Q4 | $640K | Sell |
6,710
-52
| -0.8% | -$4.96K | 0.09% | 152 |
|
|
2018
Q3 | $695K | Buy |
6,762
+774
| +13% | +$79.6K | 0.09% | 144 |
|
|
2018
Q2 | $610K | Buy |
5,988
+834
| +16% | +$85K | 0.09% | 147 |
|
|
2018
Q1 | $481K | Buy |
5,154
+777
| +18% | +$72.5K | 0.08% | 158 |
|
|
2017
Q4 | $435K | Buy |
4,377
+95
| +2% | +$9.44K | 0.07% | 160 |
|
|
2017
Q3 | $387K | Buy |
+4,282
| New | +$387K | 0.09% | 148 |
|