Williams Jones Wealth Management’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 | $40.7M | Buy |
127,447
+525
| +0.4% | +$167K | 0.49% | 50 |
|
|
2025
Q1 | $34.1M | Sell |
126,922
-1,914
| -1% | -$515K | 0.44% | 50 |
|
|
2024
Q4 | $38.2M | Sell |
128,836
-1,219
| -0.9% | -$362K | 0.46% | 47 |
|
|
2024
Q3 | $35.3M | Sell |
130,055
-21,267
| -14% | -$5.77M | 0.41% | 49 |
|
|
2024
Q2 | $35M | Sell |
151,322
-933
| -0.6% | -$216K | 0.43% | 47 |
|
|
2024
Q1 | $34.7M | Sell |
152,255
-816
| -0.5% | -$186K | 0.44% | 49 |
|
|
2023
Q4 | $28.7M | Sell |
153,071
-978
| -0.6% | -$183K | 0.4% | 55 |
|
|
2023
Q3 | $23M | Sell |
154,049
-2,708
| -2% | -$404K | 0.35% | 62 |
|
|
2023
Q2 | $27.3M | Sell |
156,757
-495
| -0.3% | -$86.2K | 0.41% | 53 |
|
|
2023
Q1 | $25.9M | Sell |
157,252
-623
| -0.4% | -$103K | 0.41% | 52 |
|
|
2022
Q4 | $23.3M | Sell |
157,875
-1,026
| -0.6% | -$152K | 0.39% | 56 |
|
|
2022
Q3 | $21.4M | Buy |
158,901
+1,385
| +0.9% | +$187K | 0.37% | 59 |
|
|
2022
Q2 | $21.8M | Buy |
157,516
+2,184
| +1% | +$303K | 0.35% | 58 |
|
|
2022
Q1 | $29M | Buy |
155,332
+1,309
| +0.8% | +$245K | 0.4% | 53 |
|
|
2021
Q4 | $25.2M | Buy |
154,023
+14,852
| +11% | +$2.43M | 0.31% | 61 |
|
|
2021
Q3 | $23.3M | Buy |
139,171
+2,093
| +2% | +$351K | 0.33% | 63 |
|
|
2021
Q2 | $22.6M | Buy |
137,078
+1,741
| +1% | +$288K | 0.32% | 64 |
|
|
2021
Q1 | $19.1M | Buy |
135,337
+2,038
| +2% | +$288K | 0.3% | 64 |
|
|
2020
Q4 | $16.1M | Sell |
133,299
-3,121
| -2% | -$377K | 0.26% | 67 |
|
|
2020
Q3 | $13.7M | Buy |
136,420
+801
| +0.6% | +$80.3K | 0.25% | 73 |
|
|
2020
Q2 | $12.9M | Buy |
135,619
+2,437
| +2% | +$232K | 0.26% | 70 |
|
|
2020
Q1 | $11.4M | Sell |
133,182
-135
| -0.1% | -$11.6K | 0.3% | 62 |
|
|
2019
Q4 | $16.6M | Buy |
133,317
+230
| +0.2% | +$28.6K | 0.32% | 68 |
|
|
2019
Q3 | $15.7M | Buy |
+133,087
| New | +$15.7M | 0.32% | 69 |
|