Birch Hill Investment Advisors’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 | $718K | Hold |
2,250
| – | – | 0.03% | 127 |
|
|
2025
Q1 | $605K | Hold |
2,250
| – | – | 0.03% | 131 |
|
|
2024
Q4 | $668K | Hold |
2,250
| – | – | 0.03% | 126 |
|
|
2024
Q3 | $610K | Hold |
2,250
| – | – | 0.03% | 128 |
|
|
2024
Q2 | $521K | Hold |
2,250
| – | – | 0.03% | 133 |
|
|
2024
Q1 | $512K | Sell |
2,250
-109
| -5% | -$24.8K | 0.02% | 128 |
|
|
2023
Q4 | $442K | Sell |
2,359
-200
| -8% | -$37.5K | 0.02% | 125 |
|
|
2023
Q3 | $382K | Hold |
2,559
| – | – | 0.02% | 129 |
|
|
2023
Q2 | $446K | Hold |
2,559
| – | – | 0.03% | 118 |
|
|
2023
Q1 | $422K | Sell |
2,559
-3,000
| -54% | -$495K | 0.03% | 124 |
|
|
2022
Q4 | $821K | Buy |
5,559
+109
| +2% | +$16.1K | 0.05% | 98 |
|
|
2022
Q3 | $735K | Sell |
5,450
-134
| -2% | -$18.1K | 0.05% | 98 |
|
|
2022
Q2 | $774K | Hold |
5,584
| – | – | 0.05% | 100 |
|
|
2022
Q1 | $1.04M | Hold |
5,584
| – | – | 0.06% | 99 |
|
|
2021
Q4 | $914K | Hold |
5,584
| – | – | 0.05% | 101 |
|
|
2021
Q3 | $935K | Buy |
5,584
+134
| +2% | +$22.4K | 0.05% | 100 |
|
|
2021
Q2 | $901K | Hold |
5,450
| – | – | 0.05% | 98 |
|
|
2021
Q1 | $771K | Hold |
5,450
| – | – | 0.04% | 102 |
|
|
2020
Q4 | $659K | Sell |
5,450
-1,500
| -22% | -$181K | 0.04% | 102 |
|
|
2020
Q3 | $697K | Hold |
6,950
| – | – | 0.05% | 97 |
|
|
2020
Q2 | $662K | Buy |
+6,950
| New | +$662K | 0.05% | 92 |
|
|
2020
Q1 | – | Sell |
-2,250
| Closed | -$280K | – | 132 |
|
|
2019
Q4 | $280K | Hold |
2,250
| – | – | 0.02% | 129 |
|
|
2019
Q3 | $266K | Hold |
2,250
| – | – | 0.02% | 128 |
|
|
2019
Q2 | $278K | Hold |
2,250
| – | – | 0.02% | 127 |
|
|
2019
Q1 | $246K | Sell |
2,250
-222
| -9% | -$24.3K | 0.02% | 131 |
|
|
2018
Q4 | $236K | Hold |
2,472
| – | – | 0.02% | 130 |
|
|
2018
Q3 | $263K | Hold |
2,472
| – | – | 0.02% | 135 |
|
|
2018
Q2 | $242K | Hold |
2,472
| – | – | 0.02% | 131 |
|
|
2018
Q1 | $231K | Hold |
2,472
| – | – | 0.02% | 131 |
|
|
2017
Q4 | $245K | Hold |
2,472
| – | – | 0.02% | 124 |
|
|
2017
Q3 | $224K | Hold |
2,472
| – | – | 0.02% | 121 |
|
|
2017
Q2 | $208K | Buy |
+2,472
| New | +$208K | 0.02% | 122 |
|
|
2016
Q1 | – | Sell |
-3,757
| Closed | -$261K | – | 128 |
|
|
2015
Q4 | $261K | Buy |
3,757
+285
| +8% | +$19.8K | 0.03% | 121 |
|
|
2015
Q3 | $257K | Hold |
3,472
| – | – | 0.03% | 121 |
|
|
2015
Q2 | $270K | Hold |
3,472
| – | – | 0.03% | 124 |
|
|
2015
Q1 | $271K | Hold |
3,472
| – | – | 0.03% | 124 |
|
|
2014
Q4 | $323K | Sell |
3,472
-110
| -3% | -$10.2K | 0.03% | 118 |
|
|
2014
Q3 | $314K | Buy |
3,582
+110
| +3% | +$9.64K | 0.03% | 117 |
|
|
2014
Q2 | $329K | Hold |
3,472
| – | – | 0.03% | 114 |
|
|
2014
Q1 | $313K | Hold |
3,472
| – | – | 0.03% | 117 |
|
|
2013
Q4 | $315K | Hold |
3,472
| – | – | 0.03% | 121 |
|
|
2013
Q3 | $262K | Buy |
3,472
+222
| +7% | +$16.8K | 0.03% | 124 |
|
|
2013
Q2 | $243K | Buy |
+3,250
| New | +$243K | 0.03% | 124 |
|