Aspen 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 | $1.17M | Buy |
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|
2025
Q1 | $884K | Sell |
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|
2024
Q4 | $984K | Buy |
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|
2024
Q3 | $899K | Hold |
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $764K | Buy |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $495K | Buy |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $521K | Hold |
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|
2022
Q4 | $467K | Sell |
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|
2022
Q3 | $440K | Hold |
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|
2022
Q2 | $452K | Sell |
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|
2022
Q1 | $615K | Sell |
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|
2021
Q4 | $546K | Sell |
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|
2021
Q3 | $601K | Hold |
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|
2021
Q2 | $593K | Hold |
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|
2021
Q1 | $507K | Hold |
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|
2020
Q4 | $434K | Sell |
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|
2020
Q3 | $370K | Hold |
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $506K | Sell |
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|
2019
Q3 | $492K | Hold |
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|
2019
Q2 | $514K | Buy |
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|
2019
Q1 | $451K | Hold |
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|
2018
Q4 | $393K | Buy |
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|
2018
Q3 | $407K | Hold |
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|
2018
Q2 | $375K | Hold |
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|
2018
Q1 | $357K | Hold |
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|
2017
Q4 | $380K | Hold |
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|
2017
Q3 | $346K | Hold |
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|
2017
Q2 | $322K | Hold |
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|
2017
Q1 | $303K | Hold |
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|
2016
Q4 | $283K | Hold |
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|
2016
Q3 | $245K | Hold |
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|
2016
Q2 | $232K | Sell |
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|
2016
Q1 | $242K | Hold |
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|
2015
Q4 | $274K | Sell |
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|
2015
Q3 | $297K | Sell |
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|
2015
Q2 | $358K | Sell |
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|
2015
Q1 | $450K | Buy |
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|
2014
Q4 | $521K | Hold |
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|
2014
Q3 | $490K | Sell |
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|
2014
Q2 | $861K | Sell |
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|
2014
Q1 | $927K | Hold |
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|
2013
Q4 | $934K | Buy |
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|
2013
Q3 | $777K | Hold |
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|
2013
Q2 | $769K | Buy |
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