Chase Investment Counsel’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Buy |
+18,224
| New | +$5.81M | 1.86% | 20 |
|
|
2023
Q2 | – | Sell |
-6,006
| Closed | -$990K | – | 95 |
|
|
2023
Q1 | $990K | Sell |
6,006
-8,428
| -58% | -$1.39M | 0.55% | 53 |
|
|
2022
Q4 | $2.13M | Sell |
14,434
-4,336
| -23% | -$640K | 1.3% | 36 |
|
|
2022
Q3 | $2.53M | Sell |
18,770
-181
| -1% | -$24.4K | 1.6% | 24 |
|
|
2022
Q2 | $2.63M | Sell |
18,951
-1,361
| -7% | -$189K | 1.42% | 28 |
|
|
2022
Q1 | $3.8M | Sell |
20,312
-669
| -3% | -$125K | 1.66% | 20 |
|
|
2021
Q4 | $3.43M | Sell |
20,981
-24
| -0.1% | -$3.93K | 1.38% | 28 |
|
|
2021
Q3 | $3.52M | Sell |
21,005
-13,531
| -39% | -$2.27M | 1.51% | 25 |
|
|
2021
Q2 | $5.71M | Buy |
34,536
+320
| +0.9% | +$52.9K | 2.36% | 10 |
|
|
2021
Q1 | $4.84M | Buy |
+34,216
| New | +$4.84M | 2.22% | 11 |
|
|
2019
Q4 | – | Sell |
-33,175
| Closed | -$3.92M | – | 108 |
|
|
2019
Q3 | $3.92M | Buy |
33,175
+1,975
| +6% | +$234K | 2.01% | 15 |
|
|
2019
Q2 | $3.85M | Buy |
+31,200
| New | +$3.85M | 1.96% | 21 |
|