Beach Investment Counsel’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
Q1 | $519K | Sell |
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|
2024
Q4 | $824K | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.43M | Hold |
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|
2023
Q4 | $1.43M | Hold |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.33M | Hold |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.14M | Hold |
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|
2022
Q3 | $1.04M | Hold |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $1.45M | Hold |
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|
2021
Q4 | $1.26M | Hold |
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|
2021
Q3 | $1.3M | Hold |
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|
2021
Q2 | $1.28M | Hold |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $935K | Hold |
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|
2020
Q3 | $775K | Hold |
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|
2020
Q2 | $736K | Hold |
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|
2020
Q1 | $662K | Hold |
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|
2019
Q4 | $963K | Hold |
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|
2019
Q3 | $915K | Hold |
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|
2019
Q2 | $955K | Hold |
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|
2019
Q1 | $845K | Hold |
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|
2018
Q4 | $794K | Hold |
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|
2018
Q3 | $823K | Hold |
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|
2018
Q2 | $758K | Hold |
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|
2018
Q1 | $721K | Hold |
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|
2017
Q4 | $768K | Sell |
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|
2017
Q3 | $729K | Hold |
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|
2017
Q2 | $678K | Sell |
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|
2017
Q1 | $649K | Hold |
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|
2016
Q4 | $608K | Hold |
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|
2016
Q3 | $525K | Hold |
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|
2016
Q2 | $498K | Sell |
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|
2016
Q1 | $528K | Hold |
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|
2015
Q4 | $598K | Hold |
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|
2015
Q3 | $638K | Hold |
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|
2015
Q2 | $669K | Hold |
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|
2015
Q1 | $672K | Sell |
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|
2014
Q4 | $814K | Hold |
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|
2014
Q3 | $766K | Sell |
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|
2014
Q2 | $837K | Buy |
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|
2014
Q1 | $776K | Hold |
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|
2013
Q4 | $782K | Sell |
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|
2013
Q3 | $670K | Sell |
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|
2013
Q2 | $684K | Buy |
|