Blue Fin Capital’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
Q2 | $582K | Buy |
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|
2024
Q4 | $541K | Hold |
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|
2024
Q3 | $495K | Hold |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $231K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $259K | Sell |
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|
2020
Q1 | $285K | Sell |
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|
2019
Q4 | $461K | Buy |
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|
2019
Q3 | $415K | Sell |
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|
2019
Q2 | $483K | Sell |
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|
2019
Q1 | $443K | Sell |
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|
2018
Q4 | $400K | Sell |
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|
2018
Q3 | $456K | Sell |
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|
2018
Q2 | $455K | Buy |
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|
2018
Q1 | $430K | Sell |
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|
2017
Q4 | $497K | Sell |
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|
2017
Q3 | $577K | Sell |
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|
2017
Q2 | $606K | Sell |
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|
2017
Q1 | $691K | Buy |
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|
2016
Q4 | $641K | Buy |
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|
2016
Q3 | $551K | Sell |
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|
2016
Q2 | $591K | Sell |
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|
2016
Q1 | $611K | Sell |
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|
2015
Q4 | $875K | Sell |
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|
2015
Q3 | $1.08M | Sell |
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|
2015
Q2 | $1.16M | Sell |
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|
2015
Q1 | $1.18M | Sell |
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|
2014
Q4 | $1.41M | Buy |
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|
2014
Q3 | $1.3M | Buy |
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|
2014
Q2 | $1.37M | Buy |
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|
2014
Q1 | $1.14M | Buy |
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|
2013
Q4 | $1.14M | Buy |
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