Barton Investment Management’s American Express AXP Stock Holding History

Barton 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	$553K	Hold	1,735	–	–	0.06%	38
2025 Q1	$467K	Hold	1,735	–	–	0.06%	37
2024 Q4	$515K	Sell	1,735 -165	-9%	-$49K	0.05%	36
2024 Q3	$515K	Hold	1,900	–	–	0.06%	37
2024 Q2	$440K	Hold	1,900	–	–	0.06%	36
2024 Q1	$433K	Hold	1,900	–	–	0.05%	37
2023 Q4	$356K	Hold	1,900	–	–	0.05%	38
2023 Q3	$283K	Hold	1,900	–	–	0.05%	40
2023 Q2	$331K	Hold	1,900	–	–	0.05%	37
2023 Q1	$313K	Hold	1,900	–	–	0.06%	39
2022 Q4	$281K	Sell	1,900 -1,460	-43%	-$216K	0.06%	42
2022 Q3	$453K	Hold	3,360	–	–	0.09%	35
2022 Q2	$466K	Hold	3,360	–	–	0.09%	35
2022 Q1	$628K	Sell	3,360 -140	-4%	-$26.2K	0.08%	33
2021 Q4	$573K	Hold	3,500	–	–	0.05%	34
2021 Q3	$586K	Hold	3,500	–	–	0.05%	32
2021 Q2	$578K	Sell	3,500 -125	-3%	-$20.6K	0.05%	33
2021 Q1	$513K	Sell	3,625 -160	-4%	-$22.6K	0.05%	34
2020 Q4	$458K	Sell	3,785 -85	-2%	-$10.3K	0.04%	36
2020 Q3	$387K	Hold	3,870	–	–	0.04%	36
2020 Q2	$368K	Hold	3,870	–	–	0.04%	36
2020 Q1	$331K	Hold	3,870	–	–	0.05%	36
2019 Q4	$482K	Hold	3,870	–	–	0.07%	35
2019 Q3	$458K	Hold	3,870	–	–	0.08%	33
2019 Q2	$478K	Sell	3,870 -155	-4%	-$19.1K	0.07%	33
2019 Q1	$440K	Hold	4,025	–	–	0.07%	34
2018 Q4	$384K	Hold	4,025	–	–	0.08%	35
2018 Q3	$428K	Hold	4,025	–	–	0.07%	34
2018 Q2	$394K	Hold	4,025	–	–	0.06%	36
2018 Q1	$375K	Sell	4,025 -4,170	-51%	-$389K	0.07%	36
2017 Q4	$814K	Sell	8,195 -15,267	-65%	-$1.52M	0.18%	25
2017 Q3	$2.12M	Hold	23,462	–	–	0.5%	18
2017 Q2	$1.98M	Sell	23,462 -105	-0.4%	-$8.84K	0.52%	18
2017 Q1	$1.86M	Sell	23,567 -500	-2%	-$39.5K	0.54%	19
2016 Q4	$1.78M	Sell	24,067 -500	-2%	-$37K	0.59%	19
2016 Q3	$1.57M	Sell	24,567 -230	-0.9%	-$14.7K	0.53%	18
2016 Q2	$1.51M	Sell	24,797 -72,354	-74%	-$4.39M	0.55%	17
2016 Q1	$5.97M	Buy	97,151 +65,175	+204%	+$4M	1.64%	12
2015 Q4	$2.22M	Hold	31,976	–	–	0.73%	18
2015 Q3	$2.37M	Sell	31,976 -1,200	-4%	-$88.9K	0.86%	17
2015 Q2	$2.58M	Sell	33,176 -350	-1%	-$27.2K	0.91%	15
2015 Q1	$2.62M	Sell	33,526 -130	-0.4%	-$10.2K	0.97%	15
2014 Q4	$3.13M	Hold	33,656	–	–	1.2%	15
2014 Q3	$2.95M	Sell	33,656 -790	-2%	-$69.2K	1.13%	14
2014 Q2	$3.27M	Sell	34,446 -150	-0.4%	-$14.2K	1.28%	15
2014 Q1	$3.12M	Sell	34,596 -874	-2%	-$78.7K	1.27%	15
2013 Q4	$3.22M	Sell	35,470 -284	-0.8%	-$25.8K	1.29%	14
2013 Q3	$2.7M	Sell	35,754 -1,000	-3%	-$75.5K	1.22%	14
2013 Q2	$2.75M	Buy	+36,754	New	+$2.75M	1.42%	14