Anchor Capital Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.1M | Sell |
53,228
-121
| -0.2% | -$40.6K | 0.46% | 76 |
|
|
2025
Q4 | $19.7M | Sell |
53,349
-1,740
| -3% | -$623K | 0.57% | 61 |
|
|
2025
Q3 | $18.3M | Sell |
55,089
-1,329
| -2% | -$423K | 0.53% | 63 |
|
|
2025
Q2 | $18M | Buy |
56,418
+9,664
| +21% | +$2.72M | 0.53% | 67 |
|
|
2025
Q1 | $12.6M | Sell |
46,754
-2,263
| -5% | -$669K | 0.38% | 90 |
|
|
2024
Q4 | $14.5M | Sell |
49,017
-12,392
| -20% | -$3.56M | 0.41% | 87 |
|
|
2024
Q3 | $16.7M | Sell |
61,409
-868
| -1% | -$216K | 0.44% | 81 |
|
|
2024
Q2 | $14.4M | Buy |
62,277
+9,769
| +19% | +$2.26M | 0.41% | 85 |
|
|
2024
Q1 | $12M | Sell |
52,508
-9,282
| -15% | -$1.92M | 0.31% | 97 |
|
|
2023
Q4 | $11.6M | Sell |
61,790
-1,139
| -2% | -$183K | 0.31% | 93 |
|
|
2023
Q3 | $9.39M | Sell |
62,929
-1,262
| -2% | -$206K | 0.26% | 95 |
|
|
2023
Q2 | $11.2M | Sell |
64,191
-3,060
| -5% | -$494K | 0.29% | 96 |
|
|
2023
Q1 | $11.1M | Buy |
67,251
+1,640
| +2% | +$272K | 0.29% | 95 |
|
|
2022
Q4 | $9.69M | Sell |
65,611
-3,877
| -6% | -$574K | 0.25% | 100 |
|
|
2022
Q3 | $9.38M | Sell |
69,488
-3,875
| -5% | -$587K | 0.26% | 99 |
|
|
2022
Q2 | $10.2M | Sell |
73,363
-5,780
| -7% | -$955K | 0.26% | 100 |
|
|
2022
Q1 | $14.8M | Sell |
79,143
-76,067
| -49% | -$13.7M | 0.31% | 96 |
|
|
2021
Q4 | $25.4M | Sell |
155,210
-5,490
| -3% | -$936K | 0.5% | 72 |
|
|
2021
Q3 | $26.9M | Sell |
160,700
-37,904
| -19% | -$6.34M | 0.56% | 69 |
|
|
2021
Q2 | $32.8M | Sell |
198,604
-1,928
| -1% | -$302K | 0.66% | 60 |
|
|
2021
Q1 | $28.4M | Buy |
200,532
+10,892
| +6% | +$1.44M | 0.6% | 62 |
|
|
2020
Q4 | $22.9M | Buy |
189,640
+4,951
| +3% | +$548K | 0.52% | 72 |
|
|
2020
Q3 | $18.5M | Buy |
184,689
+68,956
| +60% | +$6.78M | 0.47% | 79 |
|
|
2020
Q2 | $11M | Buy |
+115,733
| New | +$10.7M | 0.28% | 104 |
|
|
2020
Q1 | – | Sell |
-1,762
| Closed | -$219K | – | 242 |
|
|
2019
Q4 | $219K | Hold |
1,762
| – | – | ﹤0.01% | 247 |
|
|
2019
Q3 | $208K | Sell |
1,762
-367
| -17% | -$45K | 0.01% | 248 |
|
|
2019
Q2 | $263K | Hold |
2,129
| – | – | 0.01% | 236 |
|
|
2019
Q1 | $233 | Sell |
2,129
-450
| -17% | -$47.3K | ﹤0.01% | 237 |
|
|
2018
Q4 | $246K | Sell |
2,579
-96
| -4% | -$10K | 0.01% | 247 |
|
|
2018
Q3 | $285K | Buy |
+2,675
| New | +$278K | 0.01% | 247 |
|
|
2018
Q2 | – | Sell |
-2,217
| Closed | -$207K | – | 279 |
|
|
2018
Q1 | $207K | Hold |
2,217
| – | – | 0.01% | 296 |
|
|
2017
Q4 | $220K | Sell |
2,217
-270
| -11% | -$25.7K | 0.01% | 262 |
|
|
2017
Q3 | $225K | Sell |
2,487
-250
| -9% | -$21.5K | 0.01% | 251 |
|
|
2017
Q2 | $231K | Sell |
2,737
-300
| -10% | -$23.7K | 0.01% | 253 |
|
|
2017
Q1 | $240K | Hold |
3,037
| – | – | 0.01% | 254 |
|
|
2016
Q4 | $225K | Buy |
+3,037
| New | +$210K | 0.01% | 266 |
|
|
2016
Q1 | – | Sell |
-3,114
| Closed | -$217K | – | 280 |
|
|
2015
Q4 | $217K | Hold |
3,114
| – | – | 0.01% | 278 |
|
|
2015
Q3 | $231K | Hold |
3,114
| – | – | 0.01% | 263 |
|
|
2015
Q2 | $242K | Sell |
3,114
-39
| -1% | -$3.09K | 0.01% | 267 |
|
|
2015
Q1 | $246K | Sell |
3,153
-900
| -22% | -$74.8K | 0.01% | 277 |
|
|
2014
Q4 | $377K | Hold |
4,053
| – | – | 0.01% | 256 |
|
|
2014
Q3 | $355K | Sell |
4,053
-102
| -2% | -$9.18K | 0.01% | 269 |
|
|
2014
Q2 | $394K | Sell |
4,155
-145
| -3% | -$13.1K | 0.01% | 262 |
|
|
2014
Q1 | $387K | Hold |
4,300
| – | – | 0.01% | 257 |
|
|
2013
Q4 | $390K | Buy |
4,300
+128
| +3% | +$10.5K | 0.01% | 254 |
|
|
2013
Q3 | $315K | Buy |
4,172
+11
| +0.3% | +$828 | 0.01% | 264 |
|
|
2013
Q2 | $311K | Buy |
+4,161
| New | +$296K | 0.01% | 259 |
|
Other funds holding AXP
VCM
VPM