Welch Group’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 | $6.01M | Buy |
18,833
+24
| +0.1% | +$7.66K | 0.25% | 56 |
|
|
2025
Q1 | $4.99M | Sell |
18,809
-14
| -0.1% | -$3.72K | 0.22% | 57 |
|
|
2024
Q4 | $5.6M | Buy |
18,823
+323
| +2% | +$96K | 0.25% | 57 |
|
|
2024
Q3 | $5.02M | Buy |
18,500
+1,658
| +10% | +$450K | 0.22% | 58 |
|
|
2024
Q2 | $3.9M | Buy |
16,842
+3,500
| +26% | +$810K | 0.19% | 60 |
|
|
2024
Q1 | $3.04M | Hold |
13,342
| – | – | 0.15% | 60 |
|
|
2023
Q4 | $2.5M | Buy |
13,342
+1,000
| +8% | +$187K | 0.13% | 65 |
|
|
2023
Q3 | $1.84M | Sell |
12,342
-88
| -0.7% | -$13.1K | 0.11% | 67 |
|
|
2023
Q2 | $2.17M | Hold |
12,430
| – | – | 0.12% | 63 |
|
|
2023
Q1 | $2.05M | Hold |
12,430
| – | – | 0.12% | 63 |
|
|
2022
Q4 | $1.84M | Sell |
12,430
-671
| -5% | -$99.1K | 0.11% | 71 |
|
|
2022
Q3 | $1.77M | Hold |
13,101
| – | – | 0.12% | 65 |
|
|
2022
Q2 | $1.82M | Buy |
13,101
+25
| +0.2% | +$3.47K | 0.11% | 66 |
|
|
2022
Q1 | $2.45M | Buy |
13,076
+64
| +0.5% | +$12K | 0.14% | 65 |
|
|
2021
Q4 | $2.13M | Hold |
13,012
| – | – | 0.12% | 66 |
|
|
2021
Q3 | $2.18M | Sell |
13,012
-229
| -2% | -$38.4K | 0.15% | 64 |
|
|
2021
Q2 | $2.19M | Sell |
13,241
-21
| -0.2% | -$3.47K | 0.15% | 63 |
|
|
2021
Q1 | $1.88M | Sell |
13,262
-2,362
| -15% | -$334K | 0.14% | 62 |
|
|
2020
Q4 | $1.89M | Buy |
15,624
+166
| +1% | +$20.1K | 0.15% | 59 |
|
|
2020
Q3 | $1.55M | Buy |
15,458
+3,197
| +26% | +$321K | 0.14% | 53 |
|
|
2020
Q2 | $1.17M | Buy |
12,261
+842
| +7% | +$80.1K | 0.11% | 56 |
|
|
2020
Q1 | $978K | Buy |
11,419
+6,093
| +114% | +$522K | 0.1% | 56 |
|
|
2019
Q4 | $663K | Buy |
5,326
+1,425
| +37% | +$177K | 0.07% | 68 |
|
|
2019
Q3 | $461K | Buy |
3,901
+46
| +1% | +$5.44K | 0.05% | 81 |
|
|
2019
Q2 | $476K | Buy |
3,855
+84
| +2% | +$10.4K | 0.05% | 72 |
|
|
2019
Q1 | $412K | Buy |
3,771
+56
| +2% | +$6.12K | 0.05% | 81 |
|
|
2018
Q4 | $354K | Buy |
3,715
+572
| +18% | +$54.5K | 0.04% | 82 |
|
|
2018
Q3 | $335 | Buy |
3,143
+598
| +23% | +$64 | 0.03% | 93 |
|
|
2018
Q2 | $249K | Sell |
2,545
-136
| -5% | -$13.3K | 0.03% | 102 |
|
|
2018
Q1 | $250K | Buy |
2,681
+306
| +13% | +$28.5K | 0.03% | 96 |
|
|
2017
Q4 | $236K | Hold |
2,375
| – | – | 0.04% | 93 |
|
|
2017
Q3 | $215K | Sell |
2,375
-334
| -12% | -$30.2K | 0.04% | 93 |
|
|
2017
Q2 | $228K | Buy |
2,709
+375
| +16% | +$31.6K | 0.04% | 109 |
|
|
2017
Q1 | $185K | Sell |
2,334
-88
| -4% | -$6.98K | 0.03% | 86 |
|
|
2016
Q4 | $179K | Buy |
2,422
+74
| +3% | +$5.47K | 0.04% | 91 |
|
|
2016
Q3 | $150K | Buy |
2,348
+429
| +22% | +$27.4K | 0.03% | 102 |
|
|
2016
Q2 | $117K | Sell |
1,919
-1,264
| -40% | -$77.1K | 0.02% | 114 |
|
|
2016
Q1 | $195K | Buy |
3,183
+139
| +5% | +$8.52K | 0.03% | 107 |
|
|
2015
Q4 | $212K | Buy |
3,044
+25
| +0.8% | +$1.74K | 0.04% | 99 |
|
|
2015
Q3 | $224K | Buy |
3,019
+195
| +7% | +$14.5K | 0.04% | 89 |
|
|
2015
Q2 | $219K | Buy |
2,824
+100
| +4% | +$7.76K | 0.04% | 100 |
|
|
2015
Q1 | $213 | Sell |
2,724
-105
| -4% | -$8 | 0.04% | 100 |
|
|
2014
Q4 | $263K | Buy |
2,829
+113
| +4% | +$10.5K | 0.05% | 81 |
|
|
2014
Q3 | $238K | Sell |
2,716
-47
| -2% | -$4.12K | 0.05% | 86 |
|
|
2014
Q2 | $262K | Buy |
2,763
+75
| +3% | +$7.11K | 0.05% | 85 |
|
|
2014
Q1 | $242K | Sell |
2,688
-98
| -4% | -$8.82K | 0.05% | 80 |
|
|
2013
Q4 | $253K | Buy |
2,786
+147
| +6% | +$13.3K | 0.06% | 81 |
|
|
2013
Q3 | $199K | Buy |
2,639
+120
| +5% | +$9.05K | 0.05% | 90 |
|
|
2013
Q2 | $188K | Buy |
+2,519
| New | +$188K | 0.05% | 90 |
|