Agate Pass Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $521K | Hold |
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|
2025
Q2 | $501K | Hold |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $510K | Sell |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $465K | Sell |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $580K | Sell |
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|
2023
Q1 | $580K | Hold |
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|
2022
Q4 | $519K | Hold |
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|
2022
Q3 | $474K | Hold |
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|
2022
Q2 | $487K | Hold |
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|
2022
Q1 | $657K | Hold |
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|
2021
Q4 | $575K | Buy |
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