Berkshire Asset 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 | $2.71M | Sell |
8,490
-52
| -0.6% | -$16.6K | 0.12% | 94 |
|
|
2025
Q1 | $2.42M | Buy |
8,542
+1,097
| +15% | +$311K | 0.12% | 97 |
|
|
2024
Q4 | $2.39M | Sell |
7,445
-1,177
| -14% | -$378K | 0.11% | 99 |
|
|
2024
Q3 | $2M | Hold |
8,622
| – | – | 0.1% | 100 |
|
|
2024
Q2 | $2M | Sell |
8,622
-52
| -0.6% | -$12K | 0.1% | 101 |
|
|
2024
Q1 | $1.98M | Buy |
8,674
+2
| +0% | +$455 | 0.1% | 90 |
|
|
2023
Q4 | $1.62M | Sell |
8,672
-208
| -2% | -$39K | 0.09% | 97 |
|
|
2023
Q3 | $1.32M | Buy |
8,880
+3
| +0% | +$448 | 0.08% | 103 |
|
|
2023
Q2 | $1.55M | Buy |
8,877
+1
| +0% | +$174 | 0.09% | 97 |
|
|
2023
Q1 | $1.46M | Buy |
+8,876
| New | +$1.46M | 0.09% | 95 |
|
|
2022
Q4 | – | Sell |
-9,216
| Closed | -$1.24M | – | 146 |
|
|
2022
Q3 | $1.24M | Hold |
9,216
| – | – | 0.09% | 95 |
|
|
2022
Q2 | $1.28M | Sell |
9,216
-15
| -0.2% | -$2.08K | 0.08% | 100 |
|
|
2022
Q1 | $1.73M | Hold |
9,231
| – | – | 0.11% | 81 |
|
|
2021
Q4 | $1.51M | Sell |
9,231
-500
| -5% | -$81.8K | 0.09% | 101 |
|
|
2021
Q3 | $1.63M | Sell |
9,731
-195
| -2% | -$32.7K | 0.11% | 95 |
|
|
2021
Q2 | $1.64M | Sell |
9,926
-402
| -4% | -$66.4K | 0.11% | 97 |
|
|
2021
Q1 | $1.46M | Sell |
10,328
-91
| -0.9% | -$12.9K | 0.11% | 98 |
|
|
2020
Q4 | $1.26M | Buy |
10,419
+588
| +6% | +$71.1K | 0.1% | 100 |
|
|
2020
Q3 | $986K | Sell |
9,831
-400
| -4% | -$40.1K | 0.1% | 90 |
|
|
2020
Q2 | $974K | Sell |
10,231
-402
| -4% | -$38.3K | 0.09% | 92 |
|
|
2020
Q1 | $910K | Buy |
10,633
+880
| +9% | +$75.3K | 0.09% | 107 |
|
|
2019
Q4 | $1.21M | Sell |
9,753
-459
| -4% | -$57.1K | 0.1% | 94 |
|
|
2019
Q3 | $1.21M | Buy |
10,212
+174
| +2% | +$20.6K | 0.1% | 102 |
|
|
2019
Q2 | $1.24M | Hold |
10,038
| – | – | 0.1% | 101 |
|
|
2019
Q1 | $1.1M | Hold |
10,038
| – | – | 0.09% | 108 |
|
|
2018
Q4 | $957K | Sell |
10,038
-416
| -4% | -$39.7K | 0.09% | 107 |
|
|
2018
Q3 | $1.11M | Buy |
10,454
+45
| +0.4% | +$4.79K | 0.09% | 104 |
|
|
2018
Q2 | $1.02M | Hold |
10,409
| – | – | 0.1% | 102 |
|
|
2018
Q1 | $971K | Sell |
10,409
-415
| -4% | -$38.7K | 0.09% | 104 |
|
|
2017
Q4 | $1.08M | Hold |
10,824
| – | – | 0.1% | 97 |
|
|
2017
Q3 | $979K | Hold |
10,824
| – | – | 0.11% | 97 |
|
|
2017
Q2 | $912K | Hold |
10,824
| – | – | 0.1% | 98 |
|
|
2017
Q1 | $856K | Buy |
10,824
+53
| +0.5% | +$4.19K | 0.1% | 100 |
|
|
2016
Q4 | $798K | Sell |
10,771
-138
| -1% | -$10.2K | 0.1% | 98 |
|
|
2016
Q3 | $699K | Buy |
10,909
+160
| +1% | +$10.3K | 0.1% | 106 |
|
|
2016
Q2 | $653K | Hold |
10,749
| – | – | 0.1% | 102 |
|
|
2016
Q1 | $660K | Sell |
10,749
-19
| -0.2% | -$1.17K | 0.1% | 92 |
|
|
2015
Q4 | $749K | Hold |
10,768
| – | – | 0.12% | 91 |
|
|
2015
Q3 | $798K | Hold |
10,768
| – | – | 0.14% | 90 |
|
|
2015
Q2 | $837K | Sell |
10,768
-1,267
| -11% | -$98.5K | 0.14% | 90 |
|
|
2015
Q1 | $940K | Buy |
12,035
+223
| +2% | +$17.4K | 0.16% | 87 |
|
|
2014
Q4 | $1.1M | Sell |
11,812
-1,085
| -8% | -$101K | 0.19% | 82 |
|
|
2014
Q3 | $1.13M | Sell |
12,897
-100
| -0.8% | -$8.75K | 0.21% | 80 |
|
|
2014
Q2 | $1.23M | Buy |
12,997
+185
| +1% | +$17.6K | 0.23% | 79 |
|
|
2014
Q1 | $1.15M | Hold |
12,812
| – | – | 0.22% | 77 |
|
|
2013
Q4 | $1.16M | Buy |
+12,812
| New | +$1.16M | 0.22% | 80 |
|