Braun Stacey Associates’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 | $23.4M | Sell |
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|
2025
Q2 | $22.6M | Sell |
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|
2025
Q1 | $27.8M | Sell |
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|
2024
Q4 | $31.7M | Sell |
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|
2024
Q3 | $29.3M | Sell |
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|
2024
Q2 | $25.2M | Sell |
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|
2024
Q1 | $25.1M | Sell |
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|
2023
Q4 | $21.5M | Sell |
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|
2023
Q3 | $18.3M | Sell |
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|
2023
Q2 | $21.6M | Sell |
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|
2023
Q1 | $39.5M | Buy |
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|
2022
Q4 | $16.6M | Sell |
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|
2022
Q3 | $16.2M | Buy |
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|
2022
Q2 | $15.7M | Buy |
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|
2022
Q1 | $2.13M | Buy |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $810K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $10.3M | Sell |
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|
2020
Q1 | $11.2M | Sell |
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|
2019
Q4 | $18.6M | Buy |
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|
2019
Q3 | $17.3M | Buy |
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|
2019
Q2 | $17.8M | Sell |
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|
2019
Q1 | $16M | Buy |
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|
2018
Q4 | $12M | Buy |
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|
2018
Q3 | $410K | Buy |
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|
2018
Q2 | $368K | Hold |
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|
2018
Q1 | $350K | Sell |
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|
2017
Q4 | $521K | Buy |
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|
2017
Q3 | $423K | Buy |
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|
2017
Q2 | $253K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2.13M | Sell |
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|
2015
Q2 | $19.5M | Buy |
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|
2015
Q1 | $12.1M | Sell |
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|
2014
Q4 | $15M | Sell |
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|
2014
Q3 | $15.6M | Sell |
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|
2014
Q2 | $20M | Sell |
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|
2014
Q1 | $21M | Sell |
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|
2013
Q4 | $22.3M | Sell |
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|
2013
Q3 | $19.7M | Sell |
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|
2013
Q2 | $20.1M | Buy |
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