Aspiriant LLC’s American Express AXP Stock Holding History

Aspiriant LLC’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	$1.41M	Sell	4,410 -219	-5%	-$69.9K	0.04%	123
2025 Q1	$1.25M	Sell	4,629 -543	-10%	-$146K	0.04%	126
2024 Q4	$1.53M	Buy	5,172 +170	+3%	+$50.5K	0.06%	113
2024 Q3	$1.36M	Sell	5,002 -694	-12%	-$188K	0.05%	121
2024 Q2	$1.32M	Sell	5,696 -634	-10%	-$147K	0.05%	121
2024 Q1	$1.44M	Buy	6,330 +48	+0.8%	+$10.9K	0.06%	116
2023 Q4	$1.18M	Buy	6,282 +1,160	+23%	+$217K	0.05%	132
2023 Q3	$764K	Buy	5,122 +202	+4%	+$30.1K	0.04%	155
2023 Q2	$857K	Sell	4,920 -266	-5%	-$46.3K	0.04%	147
2023 Q1	$855K	Sell	5,186 -20	-0.4%	-$3.3K	0.04%	143
2022 Q4	$769K	Buy	5,206 +240	+5%	+$35.5K	0.04%	148
2022 Q3	$670K	Buy	4,966 +284	+6%	+$38.3K	0.03%	148
2022 Q2	$649K	Sell	4,682 -184	-4%	-$25.5K	0.03%	149
2022 Q1	$911K	Buy	4,866 +195	+4%	+$36.5K	0.05%	139
2021 Q4	$764K	Buy	4,671 +59	+1%	+$9.65K	0.04%	152
2021 Q3	$771K	Sell	4,612 -4	-0.1%	-$669	0.05%	135
2021 Q2	$761K	Sell	4,616 -9	-0.2%	-$1.48K	0.04%	133
2021 Q1	$652K	Sell	4,625 -102	-2%	-$14.4K	0.04%	131
2020 Q4	$573K	Buy	4,727 +99	+2%	+$12K	0.04%	139
2020 Q3	$462K	Buy	4,628 +3	+0.1%	+$299	0.04%	155
2020 Q2	$441K	Sell	4,625 -40	-0.9%	-$3.81K	0.04%	135
2020 Q1	$398K	Buy	4,665 +40	+0.9%	+$3.41K	0.04%	138
2019 Q4	$576K	Hold	4,625	–	–	0.05%	126
2019 Q3	$549K	Sell	4,625 -265	-5%	-$31.5K	0.05%	137
2019 Q2	$605K	Sell	4,890 -286	-6%	-$35.4K	0.05%	135
2019 Q1	$567K	Sell	5,176 -104	-2%	-$11.4K	0.05%	138
2018 Q4	$503K	Buy	5,280 +423	+9%	+$40.3K	0.04%	143
2018 Q3	$518K	Hold	4,857	–	–	0.04%	153
2018 Q2	$476K	Sell	4,857 -155	-3%	-$15.2K	0.04%	162
2018 Q1	$468K	Buy	+5,012	New	+$468K	0.04%	158
2017 Q3	–	Sell	-2,637	Closed	-$222K	–	204
2017 Q2	$222K	Buy	+2,637	New	+$222K	0.02%	191
2015 Q3	–	Sell	-5,696	Closed	-$443K	–	108
2015 Q2	$443K	Sell	5,696 -15	-0.3%	-$1.17K	0.04%	78
2015 Q1	$446K	Buy	+5,711	New	+$446K	0.06%	64