Verity & Verity’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 | $827K | Sell |
2,593
-648
| -20% | -$207K | 0.07% | 86 |
|
|
2025
Q1 | $872K | Sell |
3,241
-126
| -4% | -$33.9K | 0.08% | 84 |
|
|
2024
Q4 | $999K | Buy |
3,367
+1,447
| +75% | +$429K | 0.09% | 80 |
|
|
2024
Q3 | $521K | Buy |
1,920
+46
| +2% | +$12.5K | 0.05% | 83 |
|
|
2024
Q2 | $434K | Hold |
1,874
| – | – | 0.05% | 83 |
|
|
2024
Q1 | $427K | Hold |
1,874
| – | – | 0.05% | 83 |
|
|
2023
Q4 | $351K | Hold |
1,874
| – | – | 0.04% | 84 |
|
|
2023
Q3 | $280K | Hold |
1,874
| – | – | 0.04% | 87 |
|
|
2023
Q2 | $326K | Sell |
1,874
-4,000
| -68% | -$697K | 0.04% | 79 |
|
|
2023
Q1 | $969K | Sell |
5,874
-3,675
| -38% | -$606K | 0.12% | 71 |
|
|
2022
Q4 | $1.41M | Buy |
9,549
+7,675
| +410% | +$1.13M | 0.18% | 68 |
|
|
2022
Q3 | $253K | Hold |
1,874
| – | – | 0.04% | 90 |
|
|
2022
Q2 | $260K | Hold |
1,874
| – | – | 0.04% | 88 |
|
|
2022
Q1 | $350K | Hold |
1,874
| – | – | 0.05% | 88 |
|
|
2021
Q4 | $307K | Buy |
1,874
+250
| +15% | +$41K | 0.04% | 85 |
|
|
2021
Q3 | $280K | Hold |
1,624
| – | – | 0.04% | 88 |
|
|
2021
Q2 | $268K | Hold |
1,624
| – | – | 0.04% | 91 |
|
|
2021
Q1 | $257K | Buy |
+1,624
| New | +$257K | 0.04% | 91 |
|
|
2016
Q4 | – | Sell |
-33,402
| Closed | -$2.14M | – | 80 |
|
|
2016
Q3 | $2.14M | Buy |
33,402
+3,642
| +12% | +$233K | 0.79% | 49 |
|
|
2016
Q2 | $1.81M | Buy |
29,760
+563
| +2% | +$34.2K | 0.7% | 53 |
|
|
2016
Q1 | $1.79M | Buy |
29,197
+3,374
| +13% | +$207K | 0.76% | 52 |
|
|
2015
Q4 | $1.8M | Sell |
25,823
-19
| -0.1% | -$1.32K | 0.81% | 54 |
|
|
2015
Q3 | $1.92M | Buy |
25,842
+96
| +0.4% | +$7.11K | 0.94% | 52 |
|
|
2015
Q2 | $2M | Sell |
25,746
-66
| -0.3% | -$5.13K | 0.97% | 49 |
|
|
2015
Q1 | $2.02M | Sell |
25,812
-2,312
| -8% | -$181K | 0.92% | 52 |
|
|
2014
Q4 | $2.62M | Buy |
28,124
+416
| +2% | +$38.7K | 1.24% | 48 |
|
|
2014
Q3 | $2.43M | Buy |
27,708
+311
| +1% | +$27.2K | 1.22% | 48 |
|
|
2014
Q2 | $2.6M | Buy |
27,397
+1,097
| +4% | +$104K | 1.33% | 45 |
|
|
2014
Q1 | $2.37M | Buy |
26,300
+603
| +2% | +$54.3K | 1.29% | 49 |
|
|
2013
Q4 | $2.33M | Buy |
25,697
+243
| +1% | +$22K | 1.29% | 48 |
|
|
2013
Q3 | $1.92M | Sell |
25,454
-744
| -3% | -$56.2K | 1.11% | 53 |
|
|
2013
Q2 | $1.96M | Buy |
+26,198
| New | +$1.96M | 1.2% | 48 |
|