Aspen Investment Management’s American Express AXP Stock Holding History

Aspen Investment Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Buy	3,678 +392	+12%	+$125K	0.49%	58
2025 Q1	$884K	Sell	3,286 -30	-0.9%	-$8.07K	0.41%	70
2024 Q4	$984K	Buy	3,316 +1	+0%	+$297	0.46%	62
2024 Q3	$899K	Hold	3,315	–	–	0.42%	69
2024 Q2	$768K	Sell	3,315 -40	-1%	-$9.27K	0.38%	75
2024 Q1	$764K	Buy	3,355 +34	+1%	+$7.74K	0.39%	77
2023 Q4	$622K	Buy	3,321 +1	+0%	+$187	0.35%	80
2023 Q3	$495K	Buy	3,320 +10	+0.3%	+$1.49K	0.3%	89
2023 Q2	$577K	Buy	3,310 +152	+5%	+$26.5K	0.34%	80
2023 Q1	$521K	Hold	3,158	–	–	0.33%	80
2022 Q4	$467K	Sell	3,158 -100	-3%	-$14.8K	0.31%	93
2022 Q3	$440K	Hold	3,258	–	–	0.29%	97
2022 Q2	$452K	Sell	3,258 -30	-0.9%	-$4.16K	0.28%	98
2022 Q1	$615K	Sell	3,288 -50	-1%	-$9.35K	0.32%	93
2021 Q4	$546K	Sell	3,338 -250	-7%	-$40.9K	0.27%	102
2021 Q3	$601K	Hold	3,588	–	–	0.32%	91
2021 Q2	$593K	Hold	3,588	–	–	0.31%	90
2021 Q1	$507K	Hold	3,588	–	–	0.28%	95
2020 Q4	$434K	Sell	3,588 -100	-3%	-$12.1K	0.26%	96
2020 Q3	$370K	Hold	3,688	–	–	0.25%	89
2020 Q2	$351K	Hold	3,688	–	–	0.25%	89
2020 Q1	$316K	Sell	3,688 -375	-9%	-$32.1K	0.27%	84
2019 Q4	$506K	Sell	4,063 -100	-2%	-$12.5K	0.32%	85
2019 Q3	$492K	Hold	4,163	–	–	0.33%	83
2019 Q2	$514K	Buy	4,163 +38	+0.9%	+$4.69K	0.34%	80
2019 Q1	$451K	Hold	4,125	–	–	0.31%	88
2018 Q4	$393K	Buy	4,125 +300	+8%	+$28.6K	0.32%	87
2018 Q3	$407K	Hold	3,825	–	–	0.27%	99
2018 Q2	$375K	Hold	3,825	–	–	0.26%	102
2018 Q1	$357K	Hold	3,825	–	–	0.26%	102
2017 Q4	$380K	Hold	3,825	–	–	0.27%	103
2017 Q3	$346K	Hold	3,825	–	–	0.26%	101
2017 Q2	$322K	Hold	3,825	–	–	0.24%	101
2017 Q1	$303K	Hold	3,825	–	–	0.22%	107
2016 Q4	$283K	Hold	3,825	–	–	0.21%	106
2016 Q3	$245K	Hold	3,825	–	–	0.19%	109
2016 Q2	$232K	Sell	3,825 -120	-3%	-$7.28K	0.19%	113
2016 Q1	$242K	Hold	3,945	–	–	0.22%	102
2015 Q4	$274K	Sell	3,945 -60	-1%	-$4.17K	0.27%	96
2015 Q3	$297K	Sell	4,005 -605	-13%	-$44.9K	0.29%	86
2015 Q2	$358K	Sell	4,610 -1,151	-20%	-$89.4K	0.3%	80
2015 Q1	$450K	Buy	5,761 +160	+3%	+$12.5K	0.36%	70
2014 Q4	$521K	Hold	5,601	–	–	0.44%	61
2014 Q3	$490K	Sell	5,601 -3,470	-38%	-$304K	0.41%	63
2014 Q2	$861K	Sell	9,071 -1,225	-12%	-$116K	0.53%	62
2014 Q1	$927K	Hold	10,296	–	–	0.59%	56
2013 Q4	$934K	Buy	10,296 +5	+0%	+$454	0.62%	57
2013 Q3	$777K	Hold	10,291	–	–	0.55%	61
2013 Q2	$769K	Buy	+10,291	New	+$769K	0.52%	59