Voya 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 | $375K | Sell |
1,183
-48
| -4% | -$15.2K | 0.04% | 176 |
|
|
2025
Q1 | $327K | Buy |
1,231
+1
| +0.1% | +$265 | 0.04% | 176 |
|
|
2024
Q4 | $366K | Buy |
1,230
+141
| +13% | +$41.9K | 0.04% | 178 |
|
|
2024
Q3 | $295K | Sell |
1,089
-66
| -6% | -$17.9K | 0.03% | 194 |
|
|
2024
Q2 | $264K | Buy |
1,155
+32
| +3% | +$7.31K | 0.03% | 208 |
|
|
2024
Q1 | $256K | Sell |
1,123
-155
| -12% | -$35.3K | 0.03% | 208 |
|
|
2023
Q4 | $240K | Buy |
+1,278
| New | +$240K | 0.03% | 207 |
|
|
2023
Q3 | – | Sell |
-1,322
| Closed | -$227K | – | 225 |
|
|
2023
Q2 | $227K | Buy |
1,322
+26
| +2% | +$4.47K | 0.03% | 213 |
|
|
2023
Q1 | $210K | Sell |
1,296
-1,239
| -49% | -$201K | 0.03% | 217 |
|
|
2022
Q4 | $373K | Sell |
2,535
-196
| -7% | -$28.9K | 0.05% | 162 |
|
|
2022
Q3 | $376K | Buy |
2,731
+122
| +5% | +$16.8K | 0.05% | 165 |
|
|
2022
Q2 | $364K | Sell |
2,609
-306
| -10% | -$42.7K | 0.05% | 172 |
|
|
2022
Q1 | $553K | Buy |
2,915
+554
| +23% | +$105K | 0.06% | 148 |
|
|
2021
Q4 | $388K | Buy |
2,361
+113
| +5% | +$18.6K | 0.04% | 186 |
|
|
2021
Q3 | $386K | Buy |
2,248
+163
| +8% | +$28K | 0.05% | 187 |
|
|
2021
Q2 | $342K | Sell |
2,085
-6,281
| -75% | -$1.03M | 0.04% | 194 |
|
|
2021
Q1 | $1.2M | Sell |
8,366
-816
| -9% | -$117K | 0.05% | 261 |
|
|
2020
Q4 | $1.1M | Buy |
9,182
+66
| +0.7% | +$7.89K | 0.05% | 255 |
|
|
2020
Q3 | $891K | Sell |
9,116
-826
| -8% | -$80.7K | 0.04% | 267 |
|
|
2020
Q2 | $940K | Sell |
9,942
-359
| -3% | -$33.9K | 0.05% | 258 |
|
|
2020
Q1 | $930K | Sell |
10,301
-1,048
| -9% | -$94.6K | 0.05% | 239 |
|
|
2019
Q4 | $1.41M | Buy |
11,349
+149
| +1% | +$18.5K | 0.07% | 207 |
|
|
2019
Q3 | $1.33M | Sell |
11,200
-2,690
| -19% | -$319K | 0.07% | 190 |
|
|
2019
Q2 | $1.72M | Sell |
13,890
-58
| -0.4% | -$7.19K | 0.09% | 160 |
|
|
2019
Q1 | $1.52M | Buy |
13,948
+329
| +2% | +$35.9K | 0.09% | 169 |
|
|
2018
Q4 | $1.29M | Buy |
13,619
+721
| +6% | +$68.1K | 0.09% | 172 |
|
|
2018
Q3 | $1.39M | Sell |
12,898
-423
| -3% | -$45.6K | 0.08% | 200 |
|
|
2018
Q2 | $1.29M | Buy |
13,321
+1,545
| +13% | +$150K | 0.08% | 191 |
|
|
2018
Q1 | $1.09M | Buy |
11,776
+1,688
| +17% | +$156K | 0.07% | 219 |
|
|
2017
Q4 | $1.01M | Buy |
10,088
+728
| +8% | +$72.6K | 0.06% | 232 |
|
|
2017
Q3 | $844K | Buy |
9,360
+287
| +3% | +$25.9K | 0.06% | 239 |
|
|
2017
Q2 | $759K | Buy |
9,073
+582
| +7% | +$48.7K | 0.05% | 248 |
|
|
2017
Q1 | $664K | Buy |
8,491
+1,630
| +24% | +$127K | 0.05% | 246 |
|
|
2016
Q4 | $507K | Buy |
6,861
+229
| +3% | +$16.9K | 0.04% | 269 |
|
|
2016
Q3 | $420K | Buy |
6,632
+797
| +14% | +$50.5K | 0.04% | 269 |
|
|
2016
Q2 | $348K | Sell |
5,835
-114
| -2% | -$6.8K | 0.04% | 274 |
|
|
2016
Q1 | $359K | Buy |
5,949
+1,369
| +30% | +$82.6K | 0.05% | 243 |
|
|
2015
Q4 | $321K | Buy |
4,580
+757
| +20% | +$53.1K | 0.05% | 250 |
|
|
2015
Q3 | $279K | Sell |
3,823
-217
| -5% | -$15.8K | 0.05% | 240 |
|
|
2015
Q2 | $314K | Buy |
4,040
+1,295
| +47% | +$101K | 0.06% | 222 |
|
|
2015
Q1 | $214K | Buy |
+2,745
| New | +$214K | 0.04% | 298 |
|