Agate Pass Investment 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 | $501K | Hold |
1,570
| – | – | 0.21% | 84 |
|
|
2025
Q1 | $422K | Sell |
1,570
-150
| -9% | -$40.4K | 0.18% | 90 |
|
|
2024
Q4 | $510K | Sell |
1,720
-165
| -9% | -$49K | 0.23% | 87 |
|
|
2024
Q3 | $511K | Sell |
1,885
-123
| -6% | -$33.4K | 0.26% | 75 |
|
|
2024
Q2 | $465K | Sell |
2,008
-177
| -8% | -$41K | 0.25% | 73 |
|
|
2024
Q1 | $497K | Sell |
2,185
-235
| -10% | -$53.5K | 0.27% | 72 |
|
|
2023
Q4 | $453K | Sell |
2,420
-500
| -17% | -$93.7K | 0.26% | 72 |
|
|
2023
Q3 | $436K | Sell |
2,920
-410
| -12% | -$61.2K | 0.3% | 64 |
|
|
2023
Q2 | $580K | Sell |
3,330
-185
| -5% | -$32.2K | 0.35% | 66 |
|
|
2023
Q1 | $580K | Hold |
3,515
| – | – | 0.38% | 67 |
|
|
2022
Q4 | $519K | Hold |
3,515
| – | – | 0.37% | 65 |
|
|
2022
Q3 | $474K | Hold |
3,515
| – | – | 0.36% | 66 |
|
|
2022
Q2 | $487K | Hold |
3,515
| – | – | 0.34% | 71 |
|
|
2022
Q1 | $657K | Hold |
3,515
| – | – | 0.41% | 61 |
|
|
2021
Q4 | $575K | Buy |
+3,515
| New | +$575K | 0.36% | 63 |
|