Ancora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $369K | Buy |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $162K | Buy |
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|
2022
Q4 | $121K | Sell |
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|
2022
Q3 | $111K | Hold |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $133K | Buy |
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|
2021
Q3 | $134K | Hold |
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|
2021
Q2 | $132K | Buy |
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|
2021
Q1 | $113K | Buy |
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|
2020
Q4 | $83K | Sell |
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|
2020
Q3 | $81K | Buy |
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|
2020
Q2 | $65K | Sell |
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|
2020
Q1 | $109K | Sell |
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|
2019
Q4 | $165K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $106K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $415K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $268K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $18K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $223K | Hold |
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|
2014
Q1 | $212K | Hold |
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|
2013
Q4 | $213K | Sell |
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|
2013
Q3 | $204K | Buy |
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