William Allan Corp’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 | $1.7M | Hold |
5,332
| – | – | 0.99% | 34 |
|
|
2025
Q1 | $1.43M | Sell |
5,332
-9,192
| -63% | -$2.47M | 0.9% | 35 |
|
|
2024
Q4 | $4.31M | Sell |
14,524
-39
| -0.3% | -$11.6K | 2.65% | 16 |
|
|
2024
Q3 | $3.95M | Sell |
14,563
-141
| -1% | -$38.2K | 2.45% | 16 |
|
|
2024
Q2 | $3.41M | Sell |
14,704
-97
| -0.7% | -$22.5K | 2.28% | 19 |
|
|
2024
Q1 | $3.37M | Buy |
14,801
+4
| +0% | +$911 | 2.24% | 21 |
|
|
2023
Q4 | $2.77M | Sell |
14,797
-827
| -5% | -$155K | 1.99% | 22 |
|
|
2023
Q3 | $2.33M | Sell |
15,624
-192
| -1% | -$28.6K | 1.85% | 24 |
|
|
2023
Q2 | $2.76M | Buy |
15,816
+230
| +1% | +$40.1K | 2.11% | 21 |
|
|
2023
Q1 | $2.57M | Buy |
15,586
+97
| +0.6% | +$16K | 2.04% | 23 |
|
|
2022
Q4 | $2.29M | Buy |
15,489
+47
| +0.3% | +$6.94K | 1.93% | 24 |
|
|
2022
Q3 | $2.08M | Buy |
15,442
+1,251
| +9% | +$169K | 1.92% | 25 |
|
|
2022
Q2 | $1.97M | Buy |
14,191
+3,764
| +36% | +$522K | 1.75% | 25 |
|
|
2022
Q1 | $1.95M | Sell |
10,427
-19
| -0.2% | -$3.55K | 1.47% | 30 |
|
|
2021
Q4 | $1.71M | Buy |
+10,446
| New | +$1.71M | 1.22% | 31 |
|