Boltwood Capital 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 | $2.31M | Sell |
7,243
-55
| -0.8% | -$17.5K | 0.66% | 42 |
|
|
2025
Q1 | $1.96M | Sell |
7,298
-45
| -0.6% | -$12.1K | 0.6% | 46 |
|
|
2024
Q4 | $2.18M | Sell |
7,343
-59
| -0.8% | -$17.5K | 0.66% | 41 |
|
|
2024
Q3 | $2.01M | Sell |
7,402
-50
| -0.7% | -$13.6K | 0.59% | 47 |
|
|
2024
Q2 | $1.73M | Sell |
7,452
-508
| -6% | -$118K | 0.54% | 54 |
|
|
2024
Q1 | $1.81M | Sell |
7,960
-90
| -1% | -$20.5K | 0.56% | 52 |
|
|
2023
Q4 | $1.51M | Sell |
8,050
-185
| -2% | -$34.7K | 0.5% | 55 |
|
|
2023
Q3 | $1.23M | Sell |
8,235
-90
| -1% | -$13.4K | 0.46% | 57 |
|
|
2023
Q2 | $1.45M | Sell |
8,325
-55
| -0.7% | -$9.58K | 0.52% | 53 |
|
|
2023
Q1 | $1.38M | Buy |
8,380
+190
| +2% | +$31.3K | 0.52% | 50 |
|
|
2022
Q4 | $1.21M | Sell |
8,190
-75
| -0.9% | -$11.1K | 0.49% | 54 |
|
|
2022
Q3 | $1.12M | Sell |
8,265
-50
| -0.6% | -$6.75K | 0.51% | 56 |
|
|
2022
Q2 | $1.15M | Sell |
8,315
-177
| -2% | -$24.5K | 0.5% | 59 |
|
|
2022
Q1 | $1.59M | Sell |
8,492
-409
| -5% | -$76.5K | 0.61% | 49 |
|
|
2021
Q4 | $1.46M | Sell |
8,901
-50
| -0.6% | -$8.18K | 0.54% | 59 |
|
|
2021
Q3 | $1.5M | Hold |
8,951
| – | – | 0.6% | 52 |
|
|
2021
Q2 | $1.48M | Hold |
8,951
| – | – | 0.61% | 55 |
|
|
2021
Q1 | $1.27M | Sell |
8,951
-572
| -6% | -$80.9K | 0.56% | 58 |
|
|
2020
Q4 | $1.15M | Sell |
9,523
-50
| -0.5% | -$6.04K | 0.56% | 58 |
|
|
2020
Q3 | $960K | Sell |
9,573
-50
| -0.5% | -$5.01K | 0.54% | 61 |
|
|
2020
Q2 | $916K | Sell |
9,623
-2,760
| -22% | -$263K | 0.55% | 57 |
|
|
2020
Q1 | $1.06M | Sell |
12,383
-3,284
| -21% | -$281K | 0.75% | 45 |
|
|
2019
Q4 | $1.95M | Sell |
15,667
-350
| -2% | -$43.6K | 1.09% | 30 |
|
|
2019
Q3 | $1.89M | Sell |
16,017
-5,487
| -26% | -$649K | 1.19% | 30 |
|
|
2019
Q2 | $2.65M | Sell |
21,504
-140
| -0.6% | -$17.3K | 1.69% | 17 |
|
|
2019
Q1 | $2.37M | Sell |
21,644
-487
| -2% | -$53.2K | 1.54% | 20 |
|
|
2018
Q4 | $2.11M | Sell |
22,131
-312
| -1% | -$29.7K | 1.44% | 22 |
|
|
2018
Q3 | $2.39M | Sell |
22,443
-205
| -0.9% | -$21.8K | 1.42% | 18 |
|
|
2018
Q2 | $2.22M | Sell |
22,648
-445
| -2% | -$43.6K | 1.45% | 19 |
|
|
2018
Q1 | $2.15M | Sell |
23,093
-503
| -2% | -$46.9K | 1.47% | 19 |
|
|
2017
Q4 | $2.34M | Sell |
23,596
-145
| -0.6% | -$14.4K | 1.43% | 17 |
|
|
2017
Q3 | $2.15M | Sell |
23,741
-150
| -0.6% | -$13.6K | 1.39% | 17 |
|
|
2017
Q2 | $2.01M | Sell |
23,891
-1,925
| -7% | -$162K | 1.36% | 16 |
|
|
2017
Q1 | $2.04M | Buy |
25,816
+1,150
| +5% | +$91K | 1.43% | 18 |
|
|
2016
Q4 | $1.83M | Sell |
24,666
-100
| -0.4% | -$7.41K | 1.4% | 18 |
|
|
2016
Q3 | $1.59M | Buy |
24,766
+180
| +0.7% | +$11.5K | 1.27% | 22 |
|
|
2016
Q2 | $1.49M | Buy |
24,586
+465
| +2% | +$28.3K | 1.24% | 22 |
|
|
2016
Q1 | $1.48M | Buy |
24,121
+18,840
| +357% | +$1.16M | 1.3% | 20 |
|
|
2015
Q4 | $367K | Buy |
5,281
+300
| +6% | +$20.8K | 0.34% | 78 |
|
|
2015
Q3 | $369K | Hold |
4,981
| – | – | 0.39% | 71 |
|
|
2015
Q2 | $387K | Sell |
4,981
-22,141
| -82% | -$1.72M | 0.38% | 71 |
|
|
2015
Q1 | $2.12M | Hold |
27,122
| – | – | 0.62% | 35 |
|
|
2014
Q4 | $2.52M | Hold |
27,122
| – | – | 0.72% | 34 |
|
|
2014
Q3 | $2.37M | Sell |
27,122
-1,805
| -6% | -$158K | 0.7% | 33 |
|
|
2014
Q2 | $2.74M | Buy |
28,927
+982
| +4% | +$93.2K | 0.81% | 31 |
|
|
2014
Q1 | $2.52M | Sell |
27,945
-1,350
| -5% | -$122K | 0.79% | 33 |
|
|
2013
Q4 | $2.66M | Hold |
29,295
| – | – | 0.87% | 31 |
|
|
2013
Q3 | $2.21M | Sell |
29,295
-2,000
| -6% | -$151K | 0.8% | 32 |
|
|
2013
Q2 | $2.34M | Buy |
+31,295
| New | +$2.34M | 0.96% | 29 |
|