Chesley Taft & 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 | $34.9M | Sell |
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|
2025
Q2 | $33.6M | Buy |
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|
2025
Q1 | $28.3M | Sell |
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|
2024
Q4 | $31.6M | Buy |
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|
2024
Q3 | $25.1M | Sell |
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|
2024
Q2 | $21.8M | Sell |
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|
2024
Q1 | $21.5M | Sell |
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|
2023
Q4 | $17.7M | Buy |
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|
2023
Q3 | $13.7M | Sell |
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|
2023
Q2 | $16.1M | Sell |
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|
2023
Q1 | $15.3M | Sell |
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|
2022
Q4 | $13.9M | Buy |
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|
2022
Q3 | $12.6M | Sell |
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|
2022
Q2 | $13.2M | Buy |
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|
2022
Q1 | $16.7M | Sell |
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|
2021
Q4 | $15.7M | Sell |
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|
2021
Q3 | $16.2M | Sell |
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|
2021
Q2 | $16.1M | Sell |
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|
2021
Q1 | $14.4M | Sell |
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|
2020
Q4 | $11.9M | Sell |
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|
2020
Q3 | $9.9M | Buy |
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|
2020
Q2 | $9.37M | Sell |
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|
2020
Q1 | $8.53M | Sell |
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|
2019
Q4 | $12.5M | Buy |
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|
2019
Q3 | $11.8M | Sell |
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|
2019
Q2 | $12.4M | Buy |
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|
2019
Q1 | $10.9M | Sell |
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|
2018
Q4 | $9.61M | Sell |
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|
2018
Q3 | $10.8M | Buy |
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|
2018
Q2 | $9.81M | Buy |
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|
2018
Q1 | $9.28M | Buy |
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|
2017
Q4 | $9.7M | Sell |
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|
2017
Q3 | $8.93M | Buy |
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|
2017
Q2 | $8.19M | Buy |
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|
2017
Q1 | $7.67M | Buy |
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|
2016
Q4 | $7.06M | Buy |
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|
2016
Q3 | $6.06M | Sell |
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|
2016
Q2 | $5.79M | Buy |
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|
2016
Q1 | $5.76M | Buy |
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|
2015
Q4 | $6.46M | Sell |
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|
2015
Q3 | $6.89M | Buy |
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|
2015
Q2 | $5.16M | Buy |
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|
2015
Q1 | $4.96M | Buy |
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|
2014
Q4 | $399K | Buy |
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|
2014
Q3 | $375K | Buy |
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|
2014
Q2 | $406K | Buy |
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|
2014
Q1 | $385K | Sell |
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|
2013
Q4 | $406K | Hold |
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|
2013
Q3 | $338K | Hold |
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|
2013
Q2 | $335K | Buy |
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