ZIM
Zacks Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.3M | Sell |
198,600
-3,500
| -2% | -$1.12M | 0.54% | 52 |
|
|
2025
Q1 | $54.4M | Buy |
202,100
+5,682
| +3% | +$1.53M | 0.51% | 55 |
|
|
2024
Q4 | $58.3M | Sell |
196,418
-5,532
| -3% | -$1.64M | 0.54% | 53 |
|
|
2024
Q3 | $54.8M | Buy |
+201,950
| New | +$54.8M | 0.48% | 61 |
|
|
2024
Q2 | – | Sell |
-180,745
| Closed | -$41.2M | – | 633 |
|
|
2024
Q1 | $41.2M | Buy |
180,745
+14,477
| +9% | +$3.3M | 0.44% | 62 |
|
|
2023
Q4 | $31.1M | Buy |
166,268
+2,243
| +1% | +$420K | 0.38% | 73 |
|
|
2023
Q3 | $24.5M | Buy |
164,025
+5,318
| +3% | +$793K | 0.32% | 83 |
|
|
2023
Q2 | $27.6M | Buy |
158,707
+7,914
| +5% | +$1.38M | 0.35% | 77 |
|
|
2023
Q1 | $24.9M | Buy |
150,793
+5,867
| +4% | +$968K | 0.33% | 77 |
|
|
2022
Q4 | $21.4M | Buy |
144,926
+2,380
| +2% | +$352K | 0.3% | 82 |
|
|
2022
Q3 | $19.2M | Sell |
142,546
-5,507
| -4% | -$743K | 0.31% | 86 |
|
|
2022
Q2 | $20.5M | Buy |
148,053
+9,718
| +7% | +$1.35M | 0.31% | 83 |
|
|
2022
Q1 | $25.9M | Buy |
138,335
+1,255
| +0.9% | +$235K | 0.36% | 75 |
|
|
2021
Q4 | $22.4M | Buy |
137,080
+4,808
| +4% | +$787K | 0.32% | 88 |
|
|
2021
Q3 | $22.2M | Buy |
132,272
+2,747
| +2% | +$460K | 0.35% | 84 |
|
|
2021
Q2 | $21.4M | Buy |
129,525
+1,287
| +1% | +$213K | 0.35% | 85 |
|
|
2021
Q1 | $18.1M | Sell |
128,238
-1,252
| -1% | -$177K | 0.32% | 90 |
|
|
2020
Q4 | $15.7M | Sell |
129,490
-153
| -0.1% | -$18.5K | 0.29% | 96 |
|
|
2020
Q3 | $13M | Sell |
129,643
-55,239
| -30% | -$5.54M | 0.26% | 99 |
|
|
2020
Q2 | $17.6M | Sell |
184,882
-18,075
| -9% | -$1.72M | 0.39% | 75 |
|
|
2020
Q1 | $17.4M | Sell |
202,957
-2,679
| -1% | -$229K | 0.43% | 65 |
|
|
2019
Q4 | $25.6M | Sell |
205,636
-2,604
| -1% | -$324K | 0.48% | 62 |
|
|
2019
Q3 | $24.6M | Buy |
208,240
+250
| +0.1% | +$29.6K | 0.49% | 58 |
|
|
2019
Q2 | $25.7M | Buy |
207,990
+1,271
| +0.6% | +$157K | 0.53% | 56 |
|
|
2019
Q1 | $22.6M | Buy |
206,719
+626
| +0.3% | +$68.4K | 0.48% | 60 |
|
|
2018
Q4 | $19.6M | Sell |
206,093
-3,674
| -2% | -$350K | 0.47% | 64 |
|
|
2018
Q3 | $22.3M | Buy |
209,767
+37,652
| +22% | +$4.01M | 0.47% | 67 |
|
|
2018
Q2 | $16.9M | Buy |
172,115
+46,014
| +36% | +$4.51M | 0.37% | 76 |
|
|
2018
Q1 | $11.8M | Sell |
126,101
-19,801
| -14% | -$1.85M | 0.26% | 90 |
|
|
2017
Q4 | $14.5M | Buy |
145,902
+59,599
| +69% | +$5.92M | 0.32% | 80 |
|
|
2017
Q3 | $7.81M | Sell |
86,303
-1,605
| -2% | -$145K | 0.18% | 111 |
|
|
2017
Q2 | $7.41M | Sell |
87,908
-2,471
| -3% | -$208K | 0.18% | 115 |
|
|
2017
Q1 | $7.15M | Buy |
90,379
+2,110
| +2% | +$167K | 0.18% | 117 |
|
|
2016
Q4 | $6.54M | Buy |
+88,269
| New | +$6.54M | 0.19% | 113 |
|
|
2015
Q1 | – | Sell |
-70,081
| Closed | -$6.52M | – | 621 |
|
|
2014
Q4 | $6.52M | Sell |
70,081
-14,061
| -17% | -$1.31M | 0.21% | 126 |
|
|
2014
Q3 | $7.37M | Buy |
84,142
+9,267
| +12% | +$811K | 0.26% | 111 |
|
|
2014
Q2 | $7.12M | Sell |
74,875
-24,144
| -24% | -$2.3M | 0.25% | 118 |
|
|
2014
Q1 | $8.92M | Sell |
99,019
-24,826
| -20% | -$2.24M | 0.33% | 105 |
|
|
2013
Q4 | $11.2M | Sell |
123,845
-8,150
| -6% | -$739K | 0.44% | 85 |
|
|
2013
Q3 | $9.97M | Sell |
131,995
-6,100
| -4% | -$461K | 0.43% | 91 |
|
|
2013
Q2 | $10.3M | Buy |
+138,095
| New | +$10.3M | 0.47% | 84 |
|