Allen 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	$630K	Hold	1,976	–	–	0.01%	149
2025 Q1	$532K	Hold	1,976	–	–	0.01%	159
2024 Q4	$586K	Hold	1,976	–	–	0.01%	156
2024 Q3	$536K	Hold	1,976	–	–	0.01%	171
2024 Q2	$458K	Hold	1,976	–	–	0.01%	174
2024 Q1	$450K	Hold	1,976	–	–	0.01%	164
2023 Q4	$370K	Hold	1,976	–	–	﹤0.01%	185
2023 Q3	$295K	Buy	1,976 +35	+2%	+$5.22K	﹤0.01%	198
2023 Q2	$338K	Hold	1,941	–	–	0.01%	190
2023 Q1	$320K	Hold	1,941	–	–	0.01%	191
2022 Q4	$287K	Hold	1,941	–	–	﹤0.01%	194
2022 Q3	$262K	Hold	1,941	–	–	﹤0.01%	195
2022 Q2	$269K	Hold	1,941	–	–	﹤0.01%	211
2022 Q1	$363K	Hold	1,941	–	–	﹤0.01%	197
2021 Q4	$318K	Sell	1,941 -132	-6%	-$21.6K	﹤0.01%	216
2021 Q3	$347K	Buy	+2,073	New	+$347K	﹤0.01%	167
2018 Q3	–	Sell	-2,731	Closed	-$268K	–	185
2018 Q2	$268K	Hold	2,731	–	–	0.01%	169
2018 Q1	$255K	Sell	2,731 -10	-0.4%	-$934	0.01%	158
2017 Q4	$272K	Sell	2,741 -1,069	-28%	-$106K	0.01%	156
2017 Q3	$345K	Hold	3,810	–	–	0.02%	174
2017 Q2	$321K	Sell	3,810 -46,878	-92%	-$3.95M	0.02%	190
2017 Q1	$4.01M	Buy	50,688 +2,899	+6%	+$229K	0.21%	47
2016 Q4	$3.54M	Hold	47,789	–	–	0.21%	51
2016 Q3	$3.06M	Hold	47,789	–	–	0.2%	52
2016 Q2	$2.9M	Hold	47,789	–	–	0.2%	53
2016 Q1	$2.93M	Sell	47,789 -377	-0.8%	-$23.1K	0.23%	53
2015 Q4	$3.35M	Hold	48,166	–	–	0.28%	53
2015 Q3	$3.57M	Buy	+48,166	New	+$3.57M	0.34%	47