Advisors Capital Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.4M	Buy	44,382 +37,572	+552%	+$12.6M	0.16%	148
2025 Q4	$2.52M	Buy	6,810 +1,118	+20%	+$400K	0.03%	261
2025 Q3	$1.89M	Buy	5,692 +238	+4%	+$75.7K	0.02%	270
2025 Q2	$1.74M	Buy	5,454 +865	+19%	+$243K	0.02%	264
2025 Q1	$1.23M	Sell	4,589 -12	-0.3%	-$3.55K	0.02%	271
2024 Q4	$1.37M	Buy	4,601 +175	+4%	+$50.3K	0.02%	273
2024 Q3	$1.2M	Sell	4,426 -151	-3%	-$37.6K	0.02%	274
2024 Q2	$1.06M	Buy	4,577 +113	+3%	+$26.2K	0.02%	288
2024 Q1	$1.02M	Buy	4,464 +260	+6%	+$53.9K	0.02%	290
2023 Q4	$788K	Buy	+4,204	New	+$677K	0.02%	305
2023 Q3	–	Sell	-4,632	Closed	-$807K	–	413
2023 Q2	$807K	Buy	4,632 +188	+4%	+$30.3K	0.02%	268
2023 Q1	$733K	Sell	4,444 -116	-3%	-$19.2K	0.02%	260
2022 Q4	$674K	Sell	4,560 -123	-3%	-$18.2K	0.02%	273
2022 Q3	$722K	Buy	4,683 +93	+2%	+$14.1K	0.02%	277
2022 Q2	$636K	Sell	4,590 -363	-7%	-$60K	0.02%	279
2022 Q1	$926K	Sell	4,953 -606	-11%	-$109K	0.03%	253
2021 Q4	$910K	Buy	5,559 +682	+14%	+$116K	0.02%	264
2021 Q3	$817K	Buy	4,877 +1,042	+27%	+$174K	0.02%	262
2021 Q2	$634K	Sell	3,835 -43	-1%	-$6.74K	0.02%	270
2021 Q1	$548K	Buy	3,878 +688	+22%	+$90.9K	0.02%	266
2020 Q4	$385K	Buy	+3,190	New	+$353K	0.01%	275
2020 Q2	–	Sell	-16,434	Closed	-$1.41M	–	297
2020 Q1	$1.41M	Buy	16,434 +3,170	+24%	+$369K	0.09%	159
2019 Q4	$1.65M	Buy	13,264 +10,304	+348%	+$1.23M	0.08%	192
2019 Q3	$350K	Buy	+2,960	New	+$363K	0.02%	249