American National Registered Investment Advisor’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.56M | Sell |
8,362
-324
| -4% | -$58.5K | 0.56% | 43 |
|
|
2021
Q4 | $1.42M | Hold |
8,686
| – | – | 0.47% | 58 |
|
|
2021
Q3 | $1.46M | Sell |
8,686
-32
| -0.4% | -$5.35K | 0.53% | 49 |
|
|
2021
Q2 | $1.44M | Sell |
8,718
-700
| -7% | -$110K | 0.52% | 51 |
|
|
2021
Q1 | $1.33M | Sell |
9,418
-312
| -3% | -$41.2K | 0.52% | 52 |
|
|
2020
Q4 | $1.18M | Hold |
9,730
| – | – | 0.47% | 58 |
|
|
2020
Q3 | $975K | Hold |
9,730
| – | – | 0.45% | 67 |
|
|
2020
Q2 | $926K | Hold |
9,730
| – | – | 0.46% | 65 |
|
|
2020
Q1 | $833K | Sell |
9,730
-395
| -4% | -$46K | 0.52% | 62 |
|
|
2019
Q4 | $1.26M | Buy |
10,125
+15
| +0.1% | +$1.79K | 0.62% | 46 |
|
|
2019
Q3 | $1.2M | Hold |
10,110
| – | – | 0.66% | 43 |
|
|
2019
Q2 | $1.25M | Hold |
10,110
| – | – | 0.7% | 38 |
|
|
2019
Q1 | $1.1M | Sell |
10,110
-38
| -0.4% | -$3.99K | 0.61% | 49 |
|
|
2018
Q4 | $967K | Sell |
10,148
-225
| -2% | -$23.5K | 0.6% | 49 |
|
|
2018
Q3 | $1.1M | Hold |
10,373
| – | – | 0.58% | 53 |
|
|
2018
Q2 | $1.02M | Sell |
10,373
-10
| -0.1% | -$983 | 0.49% | 61 |
|
|
2018
Q1 | $969K | Sell |
10,383
-300
| -3% | -$29.1K | 0.48% | 64 |
|
|
2017
Q4 | $1.06M | Hold |
10,683
| – | – | 0.51% | 56 |
|
|
2017
Q3 | $966K | Sell |
10,683
-2,350
| -18% | -$202K | 0.48% | 59 |
|
|
2017
Q2 | $1.1M | Hold |
13,033
| – | – | 0.46% | 67 |
|
|
2017
Q1 | $1.03M | Hold |
13,033
| – | – | 0.44% | 72 |
|
|
2016
Q4 | $965K | Hold |
13,033
| – | – | 0.44% | 70 |
|
|
2016
Q3 | $835K | Hold |
13,033
| – | – | 0.39% | 84 |
|
|
2016
Q2 | $792K | Hold |
13,033
| – | – | 0.37% | 90 |
|
|
2016
Q1 | $800K | Sell |
13,033
-50
| -0.4% | -$2.91K | 0.39% | 86 |
|
|
2015
Q4 | $910K | Hold |
13,083
| – | – | 0.44% | 68 |
|
|
2015
Q3 | $970K | Hold |
13,083
| – | – | 0.51% | 59 |
|
|
2015
Q2 | $1.02M | Hold |
13,083
| – | – | 0.49% | 62 |
|
|
2015
Q1 | $1.02M | Sell |
13,083
-720
| -5% | -$59.8K | 0.49% | 62 |
|
|
2014
Q4 | $1.28M | Sell |
13,803
-125
| -0.9% | -$11.2K | 0.59% | 53 |
|
|
2014
Q3 | $1.22M | Sell |
13,928
-47
| -0.3% | -$4.23K | 0.58% | 51 |
|
|
2014
Q2 | $1.33M | Sell |
13,975
-50
| -0.4% | -$4.51K | 0.63% | 43 |
|
|
2014
Q1 | $1.26M | Hold |
14,025
| – | – | 0.63% | 46 |
|
|
2013
Q4 | $1.27M | Sell |
14,025
-60
| -0.4% | -$4.93K | 0.64% | 45 |
|
|
2013
Q3 | $1.06M | Sell |
14,085
-670
| -5% | -$50.4K | 0.6% | 48 |
|
|
2013
Q2 | $1.1M | Buy |
+14,755
| New | +$1.05M | 0.63% | 46 |
|
Other funds holding AXP
WA