Carl P. Sherr & Co’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
Q2 | $3.27M | Sell |
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|
2025
Q1 | $2.79M | Buy |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $2.18M | Buy |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.33M | Hold |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $941K | Sell |
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|
2020
Q2 | $917K | Buy |
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|
2020
Q1 | $809K | Sell |
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|
2019
Q4 | $1.2M | Buy |
|