Callahan Advisors’s American Express AXP Stock Holding History

Callahan Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.69M	Buy	17,827 +1	+0%	+$319	0.51%	53
2025 Q1	$4.8M	Buy	17,826 +1	+0%	+$269	0.46%	58
2024 Q4	$5.29M	Hold	17,825	–	–	0.5%	55
2024 Q3	$4.83M	Sell	17,825 -75	-0.4%	-$20.3K	0.47%	58
2024 Q2	$4.14M	Buy	17,900 +1	+0%	+$232	0.43%	57
2024 Q1	$4.08M	Sell	17,899 -58	-0.3%	-$13.2K	0.43%	61
2023 Q4	$3.36M	Sell	17,957 -24	-0.1%	-$4.5K	0.39%	61
2023 Q3	$2.68M	Buy	17,981 +113	+0.6%	+$16.9K	0.34%	63
2023 Q2	$3.11M	Buy	17,868 +1	+0%	+$174	0.38%	64
2023 Q1	$2.95M	Buy	17,867 +1	+0%	+$165	0.38%	65
2022 Q4	$2.64M	Buy	17,866 +1	+0%	+$148	0.36%	63
2022 Q3	$2.41M	Buy	17,865 +97	+0.5%	+$13.1K	0.35%	66
2022 Q2	$2.46M	Buy	17,768 +1	+0%	+$139	0.33%	69
2022 Q1	$3.32M	Buy	17,767 +51	+0.3%	+$9.54K	0.38%	67
2021 Q4	$2.9M	Buy	17,716 +1	+0%	+$164	0.33%	73
2021 Q3	$2.97M	Hold	17,715	–	–	0.37%	68
2021 Q2	$2.93M	Buy	17,715 +1	+0%	+$165	0.37%	65
2021 Q1	$2.51M	Buy	17,714 +1	+0%	+$141	0.34%	68
2020 Q4	$2.14M	Buy	17,713 +1	+0%	+$121	0.31%	69
2020 Q3	$1.78M	Hold	17,712	–	–	0.29%	66
2020 Q2	$1.69M	Sell	17,712 -173	-1%	-$16.5K	0.3%	67
2020 Q1	$1.53M	Buy	17,885 +1,501	+9%	+$128K	0.32%	67
2019 Q4	$2.04M	Buy	16,384 +1	+0%	+$125	0.33%	66
2019 Q3	$1.94M	Buy	16,383 +1	+0%	+$118	0.34%	65
2019 Q2	$2.02M	Hold	16,382	–	–	0.36%	61
2019 Q1	$1.79M	Buy	16,382 +1	+0%	+$109	0.33%	64
2018 Q4	$1.56M	Buy	16,381 +1	+0%	+$95	0.33%	66
2018 Q3	$1.74M	Hold	16,380	–	–	0.32%	68
2018 Q2	$1.61M	Buy	16,380 +1	+0%	+$98	0.32%	69
2018 Q1	$1.53M	Buy	16,379 +1	+0%	+$93	0.31%	69
2017 Q4	$1.63M	Buy	16,378 +1	+0%	+$99	0.32%	69
2017 Q3	$1.48M	Hold	16,377	–	–	0.31%	69
2017 Q2	$1.38M	Buy	16,377 +1	+0%	+$84	0.3%	72
2017 Q1	$1.3M	Buy	16,376 +1	+0%	+$79	0.29%	70
2016 Q4	$1.21M	Buy	16,375 +1	+0%	+$74	0.29%	72
2016 Q3	$1.05M	Buy	16,374 +200	+1%	+$12.8K	0.26%	70
2016 Q2	$983K	Sell	16,174 -50	-0.3%	-$3.04K	0.26%	69
2016 Q1	$996K	Sell	16,224 -4,870	-23%	-$299K	0.27%	65
2015 Q4	$1.47M	Sell	21,094 -596	-3%	-$41.4K	0.42%	59
2015 Q3	$1.61M	Sell	21,690 -8,852	-29%	-$656K	0.49%	56
2015 Q2	$2.37M	Sell	30,542 -21,604	-41%	-$1.68M	0.68%	55
2015 Q1	$4.07M	Buy	52,146 +603	+1%	+$47.1K	1.19%	41
2014 Q4	$4.8M	Buy	51,543 +688	+1%	+$64K	1.41%	33
2014 Q3	$4.45M	Buy	50,855 +402	+0.8%	+$35.2K	1.38%	34
2014 Q2	$4.79M	Buy	50,453 +1,453	+3%	+$138K	1.52%	25
2014 Q1	$4.41M	Buy	49,000 +1,573	+3%	+$142K	1.5%	28
2013 Q4	$4.3M	Buy	47,427 +788	+2%	+$71.5K	1.5%	26
2013 Q3	$3.52M	Buy	46,639 +259	+0.6%	+$19.6K	1.34%	33
2013 Q2	$3.47M	Buy	+46,380	New	+$3.47M	1.42%	29