Allen 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
Q2 | $630K | Hold |
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|
2025
Q1 | $532K | Hold |
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|
2024
Q4 | $586K | Hold |
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|
2024
Q3 | $536K | Hold |
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|
2024
Q2 | $458K | Hold |
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|
2024
Q1 | $450K | Hold |
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|
2023
Q4 | $370K | Hold |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $347K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $268K | Hold |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $272K | Sell |
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|
2017
Q3 | $345K | Hold |
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|
2017
Q2 | $321K | Sell |
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|
2017
Q1 | $4.01M | Buy |
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|
2016
Q4 | $3.54M | Hold |
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|
2016
Q3 | $3.06M | Hold |
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|
2016
Q2 | $2.9M | Hold |
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|
2016
Q1 | $2.93M | Sell |
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|
2015
Q4 | $3.35M | Hold |
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|
2015
Q3 | $3.57M | Buy |
|