Asset Advisors 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 | $478K | Hold |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $445K | Hold |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $364K | Hold |
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|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $279K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q3 | $225K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $219K | Hold |
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|
2018
Q3 | $245K | Buy |
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