Beese Fulmer Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
15,202
+597
| +4% | +$190K | 0.36% | 64 |
|
|
2025
Q1 | $3.93M | Sell |
14,605
-201
| -1% | -$54.1K | 0.34% | 64 |
|
|
2024
Q4 | $4.39M | Sell |
14,806
-404
| -3% | -$120K | 0.37% | 61 |
|
|
2024
Q3 | $4.12M | Sell |
15,210
-163
| -1% | -$44.2K | 0.35% | 61 |
|
|
2024
Q2 | $3.56M | Sell |
15,373
-80
| -0.5% | -$18.5K | 0.32% | 64 |
|
|
2024
Q1 | $3.52M | Sell |
15,453
-81
| -0.5% | -$18.4K | 0.33% | 67 |
|
|
2023
Q4 | $2.91M | Sell |
15,534
-212
| -1% | -$39.7K | 0.3% | 68 |
|
|
2023
Q3 | $2.35M | Hold |
15,746
| – | – | 0.26% | 75 |
|
|
2023
Q2 | $2.74M | Sell |
15,746
-199
| -1% | -$34.7K | 0.3% | 72 |
|
|
2023
Q1 | $2.63M | Sell |
15,945
-495
| -3% | -$81.7K | 0.3% | 76 |
|
|
2022
Q4 | $2.43M | Sell |
16,440
-248
| -1% | -$36.6K | 0.29% | 80 |
|
|
2022
Q3 | $2.25M | Sell |
16,688
-309
| -2% | -$41.7K | 0.3% | 76 |
|
|
2022
Q2 | $2.36M | Sell |
16,997
-390
| -2% | -$54.1K | 0.3% | 79 |
|
|
2022
Q1 | $3.25M | Sell |
17,387
-250
| -1% | -$46.7K | 0.35% | 72 |
|
|
2021
Q4 | $2.89M | Sell |
17,637
-655
| -4% | -$107K | 0.3% | 80 |
|
|
2021
Q3 | $3.06M | Sell |
18,292
-256
| -1% | -$42.9K | 0.34% | 77 |
|
|
2021
Q2 | $3.07M | Sell |
18,548
-37
| -0.2% | -$6.11K | 0.35% | 81 |
|
|
2021
Q1 | $2.63M | Sell |
18,585
-90
| -0.5% | -$12.7K | 0.32% | 82 |
|
|
2020
Q4 | $2.26M | Buy |
18,675
+35
| +0.2% | +$4.23K | 0.29% | 82 |
|
|
2020
Q3 | $1.87M | Buy |
18,640
+11
| +0.1% | +$1.1K | 0.26% | 84 |
|
|
2020
Q2 | $1.77M | Buy |
18,629
+1,806
| +11% | +$172K | 0.26% | 84 |
|
|
2020
Q1 | $1.44M | Sell |
16,823
-520
| -3% | -$44.5K | 0.26% | 88 |
|
|
2019
Q4 | $2.16M | Sell |
17,343
-500
| -3% | -$62.2K | 0.3% | 86 |
|
|
2019
Q3 | $2.11M | Buy |
17,843
+500
| +3% | +$59.1K | 0.32% | 82 |
|
|
2019
Q2 | $2.14M | Hold |
17,343
| – | – | 0.41% | 70 |
|
|
2019
Q1 | $1.9M | Hold |
17,343
| – | – | 0.37% | 70 |
|
|
2018
Q4 | $1.65M | Sell |
17,343
-80
| -0.5% | -$7.63K | 0.37% | 71 |
|
|
2018
Q3 | $1.86M | Sell |
17,423
-50
| -0.3% | -$5.32K | 0.36% | 74 |
|
|
2018
Q2 | $1.71M | Sell |
17,473
-310
| -2% | -$30.4K | 0.36% | 74 |
|
|
2018
Q1 | $1.66M | Buy |
17,783
+50
| +0.3% | +$4.67K | 0.36% | 75 |
|
|
2017
Q4 | $1.76M | Hold |
17,733
| – | – | 0.38% | 76 |
|
|
2017
Q3 | $1.6M | Buy |
17,733
+50
| +0.3% | +$4.52K | 0.37% | 75 |
|
|
2017
Q2 | $1.49M | Sell |
17,683
-135
| -0.8% | -$11.4K | 0.36% | 76 |
|
|
2017
Q1 | $1.41M | Hold |
17,818
| – | – | 0.34% | 74 |
|
|
2016
Q4 | $1.32M | Sell |
17,818
-1,000
| -5% | -$74.1K | 0.34% | 74 |
|
|
2016
Q3 | $1.21M | Buy |
18,818
+590
| +3% | +$37.8K | 0.33% | 73 |
|
|
2016
Q2 | $1.11M | Buy |
18,228
+59
| +0.3% | +$3.59K | 0.31% | 74 |
|
|
2016
Q1 | $1.08M | Buy |
18,169
+95
| +0.5% | +$5.65K | 0.32% | 76 |
|
|
2015
Q4 | $1.26M | Buy |
18,074
+70
| +0.4% | +$4.87K | 0.39% | 69 |
|
|
2015
Q3 | $1.34M | Buy |
18,004
+1,035
| +6% | +$76.7K | 0.44% | 67 |
|
|
2015
Q2 | $1.32M | Hold |
16,969
| – | – | 0.42% | 67 |
|
|
2015
Q1 | $1.33M | Hold |
16,969
| – | – | 0.44% | 61 |
|
|
2014
Q4 | $1.58M | Hold |
16,969
| – | – | 0.5% | 59 |
|
|
2014
Q3 | $1.49M | Hold |
16,969
| – | – | 0.48% | 60 |
|
|
2014
Q2 | $1.61M | Hold |
16,969
| – | – | 0.52% | 60 |
|
|
2014
Q1 | $1.53M | Sell |
16,969
-300
| -2% | -$27K | 0.53% | 57 |
|
|
2013
Q4 | $1.57M | Hold |
17,269
| – | – | 0.56% | 56 |
|
|
2013
Q3 | $1.3M | Hold |
17,269
| – | – | 0.51% | 57 |
|
|
2013
Q2 | $1.29M | Buy |
+17,269
| New | +$1.29M | 0.55% | 55 |
|