BIM
Bridges Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
3,864
+18
| +0.5% | +$5.74K | 0.02% | 224 |
|
|
2025
Q1 | $1.03M | Buy |
3,846
+8
| +0.2% | +$2.15K | 0.01% | 232 |
|
|
2024
Q4 | $1.14M | Buy |
3,838
+14
| +0.4% | +$4.16K | 0.02% | 190 |
|
|
2024
Q3 | $1.04M | Buy |
3,824
+20
| +0.5% | +$5.42K | 0.01% | 201 |
|
|
2024
Q2 | $881K | Buy |
3,804
+2,604
| +217% | +$603K | 0.01% | 203 |
|
|
2024
Q1 | $273K | Sell |
1,200
-50
| -4% | -$11.4K | 0.01% | 189 |
|
|
2023
Q4 | $234K | Buy |
+1,250
| New | +$234K | 0.01% | 197 |
|
|
2023
Q3 | – | Sell |
-1,250
| Closed | -$218K | – | 199 |
|
|
2023
Q2 | $218K | Hold |
1,250
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $206K | Buy |
+1,250
| New | +$206K | 0.01% | 203 |
|
|
2022
Q2 | – | Sell |
-1,321
| Closed | -$247K | – | 213 |
|
|
2022
Q1 | $247K | Sell |
1,321
-54
| -4% | -$10.1K | 0.01% | 207 |
|
|
2021
Q4 | $225K | Hold |
1,375
| – | – | 0.01% | 215 |
|
|
2021
Q3 | $230K | Hold |
1,375
| – | – | 0.01% | 210 |
|
|
2021
Q2 | $227K | Sell |
1,375
-50
| -4% | -$8.26K | 0.01% | 211 |
|
|
2021
Q1 | $202K | Sell |
1,425
-712
| -33% | -$101K | 0.01% | 213 |
|
|
2020
Q4 | $258K | Sell |
2,137
-838
| -28% | -$101K | 0.01% | 207 |
|
|
2020
Q3 | $298K | Sell |
2,975
-150
| -5% | -$15K | 0.01% | 193 |
|
|
2020
Q2 | $298K | Hold |
3,125
| – | – | 0.01% | 192 |
|
|
2020
Q1 | $268K | Sell |
3,125
-2,250
| -42% | -$193K | 0.01% | 193 |
|
|
2019
Q4 | $669K | Sell |
5,375
-1,974
| -27% | -$246K | 0.02% | 176 |
|
|
2019
Q3 | $870K | Sell |
7,349
-2,145
| -23% | -$254K | 0.03% | 219 |
|
|
2019
Q2 | $1.17M | Buy |
9,494
+125
| +1% | +$15.4K | 0.04% | 178 |
|
|
2019
Q1 | $1.02M | Hold |
9,369
| – | – | 0.04% | 188 |
|
|
2018
Q4 | $894K | Buy |
9,369
+2,388
| +34% | +$228K | 0.04% | 194 |
|
|
2018
Q3 | $743K | Buy |
6,981
+1,731
| +33% | +$184K | 0.04% | 180 |
|
|
2018
Q2 | $515K | Buy |
5,250
+1,000
| +24% | +$98.1K | 0.02% | 196 |
|
|
2018
Q1 | $396K | Buy |
4,250
+100
| +2% | +$9.32K | 0.02% | 209 |
|
|
2017
Q4 | $412K | Hold |
4,150
| – | – | 0.03% | 156 |
|
|
2017
Q3 | $375K | Buy |
+4,150
| New | +$375K | 0.04% | 123 |
|
|
2016
Q2 | – | Sell |
-5,092
| Closed | -$312K | – | 132 |
|
|
2016
Q1 | $312K | Sell |
5,092
-7,693
| -60% | -$471K | 0.06% | 109 |
|
|
2015
Q4 | $890K | Sell |
12,785
-27,450
| -68% | -$1.91M | 0.16% | 80 |
|
|
2015
Q3 | $3.13M | Hold |
40,235
| – | – | 0.54% | 46 |
|
|
2015
Q2 | $3.13M | Buy |
40,235
+4,645
| +13% | +$361K | 0.54% | 46 |
|
|
2015
Q1 | $2.78M | Buy |
35,590
+19,400
| +120% | +$1.52M | 0.49% | 49 |
|
|
2014
Q4 | $1.51M | Buy |
16,190
+11,740
| +264% | +$1.09M | 0.27% | 68 |
|
|
2014
Q3 | $390K | Buy |
4,450
+1,500
| +51% | +$131K | 0.07% | 110 |
|
|
2014
Q2 | $279K | Buy |
+2,950
| New | +$279K | 0.05% | 120 |
|