YHB Investment 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 | $1.91M | Buy |
5,978
+11
| +0.2% | +$3.51K | 0.15% | 126 |
|
|
2025
Q1 | $1.61M | Buy |
5,967
+6
| +0.1% | +$1.61K | 0.13% | 134 |
|
|
2024
Q4 | $1.77M | Sell |
5,961
-125
| -2% | -$37.1K | 0.15% | 125 |
|
|
2024
Q3 | $1.65M | Buy |
6,086
+125
| +2% | +$33.9K | 0.14% | 134 |
|
|
2024
Q2 | $1.38M | Buy |
5,961
+20
| +0.3% | +$4.63K | 0.12% | 137 |
|
|
2024
Q1 | $1.35M | Hold |
5,941
| – | – | 0.12% | 135 |
|
|
2023
Q4 | $1.11M | Sell |
5,941
-1,296
| -18% | -$243K | 0.11% | 139 |
|
|
2023
Q3 | $1.08M | Sell |
7,237
-50
| -0.7% | -$7.46K | 0.1% | 144 |
|
|
2023
Q2 | $1.27M | Buy |
7,287
+75
| +1% | +$13.1K | 0.12% | 140 |
|
|
2023
Q1 | $1.19M | Buy |
7,212
+100
| +1% | +$16.5K | 0.12% | 138 |
|
|
2022
Q4 | $1.05M | Hold |
7,112
| – | – | 0.11% | 139 |
|
|
2022
Q3 | $959K | Sell |
7,112
-100
| -1% | -$13.5K | 0.11% | 142 |
|
|
2022
Q2 | $1M | Hold |
7,212
| – | – | 0.11% | 146 |
|
|
2022
Q1 | $1.35M | Buy |
7,212
+30
| +0.4% | +$5.61K | 0.12% | 141 |
|
|
2021
Q4 | $1.18M | Sell |
7,182
-108
| -1% | -$17.7K | 0.09% | 160 |
|
|
2021
Q3 | $1.22M | Buy |
7,290
+20
| +0.3% | +$3.35K | 0.11% | 156 |
|
|
2021
Q2 | $1.2M | Sell |
7,270
-25
| -0.3% | -$4.13K | 0.1% | 158 |
|
|
2021
Q1 | $1.09M | Sell |
7,295
-25
| -0.3% | -$3.75K | 0.09% | 161 |
|
|
2020
Q4 | $885K | Sell |
7,320
-30
| -0.4% | -$3.63K | 0.08% | 166 |
|
|
2020
Q3 | $737K | Sell |
7,350
-750
| -9% | -$75.2K | 0.08% | 171 |
|
|
2020
Q2 | $771K | Sell |
8,100
-200
| -2% | -$19K | 0.11% | 115 |
|
|
2020
Q1 | $711K | Buy |
8,300
+48
| +0.6% | +$4.11K | 0.12% | 114 |
|
|
2019
Q4 | $1.03M | Sell |
8,252
-15
| -0.2% | -$1.87K | 0.15% | 109 |
|
|
2019
Q3 | $978K | Buy |
8,267
+125
| +2% | +$14.8K | 0.15% | 110 |
|
|
2019
Q2 | $1.01M | Buy |
8,142
+25
| +0.3% | +$3.09K | 0.16% | 111 |
|
|
2019
Q1 | $887K | Sell |
8,117
-150
| -2% | -$16.4K | 0.14% | 121 |
|
|
2018
Q4 | $788K | Sell |
8,267
-525
| -6% | -$50K | 0.14% | 118 |
|
|
2018
Q3 | $936K | Sell |
8,792
-2,425
| -22% | -$258K | 0.14% | 120 |
|
|
2018
Q2 | $1.1M | Sell |
11,217
-140
| -1% | -$13.7K | 0.18% | 112 |
|
|
2018
Q1 | $1.06M | Sell |
11,357
-110
| -1% | -$10.3K | 0.18% | 110 |
|
|
2017
Q4 | $1.14M | Sell |
11,467
-1,135
| -9% | -$113K | 0.19% | 105 |
|
|
2017
Q3 | $1.14M | Sell |
12,602
-775
| -6% | -$70.1K | 0.2% | 105 |
|
|
2017
Q2 | $1.13M | Buy |
13,377
+200
| +2% | +$16.9K | 0.19% | 104 |
|
|
2017
Q1 | $1.04M | Sell |
13,177
-160
| -1% | -$12.7K | 0.2% | 102 |
|
|
2016
Q4 | $988K | Hold |
13,337
| – | – | 0.21% | 104 |
|
|
2016
Q3 | $854K | Sell |
13,337
-981
| -7% | -$62.8K | 0.21% | 103 |
|
|
2016
Q2 | $870K | Buy |
14,318
+341
| +2% | +$20.7K | 0.19% | 104 |
|
|
2016
Q1 | $858K | Sell |
13,977
-800
| -5% | -$49.1K | 0.23% | 94 |
|
|
2015
Q4 | $1.03M | Sell |
14,777
-1,055
| -7% | -$73.4K | 0.23% | 98 |
|
|
2015
Q3 | $1.17M | Buy |
15,832
+2,203
| +16% | +$163K | 0.28% | 94 |
|
|
2015
Q2 | $1.06M | Buy |
13,629
+325
| +2% | +$25.3K | 0.23% | 102 |
|
|
2015
Q1 | $1.04M | Sell |
13,304
-652
| -5% | -$50.9K | 0.23% | 99 |
|
|
2014
Q4 | $1.3M | Buy |
13,956
+122
| +0.9% | +$11.3K | 0.3% | 91 |
|
|
2014
Q3 | $1.21M | Buy |
13,834
+340
| +3% | +$29.8K | 0.29% | 89 |
|
|
2014
Q2 | $1.28M | Buy |
13,494
+440
| +3% | +$41.7K | 0.31% | 87 |
|
|
2014
Q1 | $1.18M | Buy |
13,054
+139
| +1% | +$12.5K | 0.3% | 90 |
|
|
2013
Q4 | $1.17M | Buy |
12,915
+104
| +0.8% | +$9.44K | 0.31% | 89 |
|
|
2013
Q3 | $967K | Buy |
12,811
+75
| +0.6% | +$5.66K | 0.29% | 93 |
|
|
2013
Q2 | $952K | Buy |
+12,736
| New | +$952K | 0.3% | 95 |
|