Birch Hill Investment Advisors’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
Q3 | $747K | Hold |
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|
2025
Q2 | $718K | Hold |
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|
2025
Q1 | $605K | Hold |
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|
2024
Q4 | $668K | Hold |
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|
2024
Q3 | $610K | Hold |
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|
2024
Q2 | $521K | Hold |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $446K | Hold |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $774K | Hold |
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|
2022
Q1 | $1.04M | Hold |
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|
2021
Q4 | $914K | Hold |
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|
2021
Q3 | $935K | Buy |
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|
2021
Q2 | $901K | Hold |
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|
2021
Q1 | $771K | Hold |
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|
2020
Q4 | $659K | Sell |
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|
2020
Q3 | $697K | Hold |
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|
2020
Q2 | $662K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $278K | Hold |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $236K | Hold |
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|
2018
Q3 | $263K | Hold |
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|
2018
Q2 | $242K | Hold |
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|
2018
Q1 | $231K | Hold |
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|
2017
Q4 | $245K | Hold |
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|
2017
Q3 | $224K | Hold |
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|
2017
Q2 | $208K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $261K | Buy |
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|
2015
Q3 | $257K | Hold |
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|
2015
Q2 | $270K | Hold |
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|
2015
Q1 | $271K | Hold |
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|
2014
Q4 | $323K | Sell |
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|
2014
Q3 | $314K | Buy |
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|
2014
Q2 | $329K | Hold |
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|
2014
Q1 | $313K | Hold |
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|
2013
Q4 | $315K | Hold |
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|
2013
Q3 | $262K | Buy |
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|
2013
Q2 | $243K | Buy |
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