Baldwin 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 | $2.16M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $952K | Hold |
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|
2024
Q1 | $936K | Hold |
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|
2023
Q4 | $770K | Hold |
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|
2023
Q3 | $613K | Hold |
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|
2023
Q2 | $716K | Hold |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $595K | Buy |
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|
2022
Q3 | $542 | Buy |
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|
2022
Q2 | $555 | Buy |
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|
2022
Q1 | $744 | Hold |
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|
2021
Q4 | $651 | Buy |
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|
2021
Q3 | $663K | Hold |
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|
2021
Q2 | $654K | Sell |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $208K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $417K | Buy |
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|
2014
Q4 | $460K | Buy |
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|
2014
Q3 | $403K | Hold |
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|
2014
Q2 | $437K | Hold |
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|
2014
Q1 | $415K | Buy |
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|
2013
Q4 | $275K | Hold |
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|
2013
Q3 | $229K | Hold |
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|
2013
Q2 | $227K | Buy |
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