Boston Financial Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $933K | Sell |
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|
2024
Q1 | $964K | Buy |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $591K | Sell |
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|
2023
Q2 | $719K | Sell |
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|
2023
Q1 | $711K | Sell |
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|
2022
Q4 | $727K | Sell |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $767K | Buy |
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|
2022
Q1 | $809K | Buy |
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|
2021
Q4 | $693K | Hold |
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|
2021
Q3 | $710K | Sell |
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|
2021
Q2 | $754K | Sell |
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|
2021
Q1 | $694K | Sell |
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|
2020
Q4 | $687K | Sell |
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|
2020
Q3 | $785K | Buy |
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|
2020
Q2 | $742K | Sell |
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|
2020
Q1 | $832K | Sell |
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|
2019
Q4 | $2.79M | Sell |
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|
2019
Q3 | $2.77M | Sell |
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|
2019
Q2 | $2.92M | Hold |
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|
2019
Q1 | $2.59M | Sell |
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|
2018
Q4 | $2.45M | Sell |
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|
2018
Q3 | $2.78M | Sell |
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|
2018
Q2 | $2.64M | Sell |
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|
2018
Q1 | $2.53M | Sell |
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|
2017
Q4 | $2.77M | Sell |
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|
2017
Q3 | $2.61M | Sell |
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|
2017
Q2 | $2.79M | Sell |
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|
2017
Q1 | $2.69M | Sell |
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|
2016
Q4 | $2.58M | Buy |
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|
2016
Q3 | $2.15M | Sell |
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|
2016
Q2 | $2.36M | Sell |
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|
2016
Q1 | $2.62M | Sell |
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|
2015
Q4 | $6.83M | Sell |
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|
2015
Q3 | $7.81M | Sell |
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|
2015
Q2 | $8.56M | Sell |
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|
2015
Q1 | $9.86M | Buy |
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|
2014
Q4 | $11.3M | Buy |
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|
2014
Q3 | $10.3M | Buy |
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|
2014
Q2 | $10.9M | Sell |
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|
2014
Q1 | $10.4M | Buy |
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|
2013
Q4 | $10.4M | Buy |
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|
2013
Q3 | $8.41M | Buy |
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|
2013
Q2 | $8.18M | Buy |
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