Choate Investment Advisors’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 | $15.1M | Sell |
47,298
-487
| -1% | -$155K | 0.33% | 39 |
|
|
2025
Q1 | $12.9M | Buy |
47,785
+181
| +0.4% | +$48.7K | 0.32% | 48 |
|
|
2024
Q4 | $14.1M | Sell |
47,604
-10,175
| -18% | -$3.02M | 0.34% | 41 |
|
|
2024
Q3 | $15.7M | Sell |
57,779
-2,793
| -5% | -$757K | 0.4% | 36 |
|
|
2024
Q2 | $14M | Sell |
60,572
-464
| -0.8% | -$107K | 0.37% | 40 |
|
|
2024
Q1 | $13.9M | Buy |
61,036
+157
| +0.3% | +$35.7K | 0.37% | 34 |
|
|
2023
Q4 | $11.4M | Buy |
60,879
+98
| +0.2% | +$18.4K | 0.35% | 35 |
|
|
2023
Q3 | $9.07M | Buy |
60,781
+20,867
| +52% | +$3.11M | 0.36% | 29 |
|
|
2023
Q2 | $6.95M | Buy |
39,914
+7,770
| +24% | +$1.35M | 0.29% | 34 |
|
|
2023
Q1 | $5.3M | Sell |
32,144
-768
| -2% | -$127K | 0.26% | 38 |
|
|
2022
Q4 | $4.86M | Buy |
32,912
+1,428
| +5% | +$211K | 0.29% | 39 |
|
|
2022
Q3 | $4.25M | Hold |
31,484
| – | – | 0.28% | 36 |
|
|
2022
Q2 | $4.36M | Sell |
31,484
-1,315
| -4% | -$182K | 0.27% | 35 |
|
|
2022
Q1 | $6.13M | Sell |
32,799
-18
| -0.1% | -$3.37K | 0.33% | 27 |
|
|
2021
Q4 | $5.37M | Buy |
32,817
+1,480
| +5% | +$242K | 0.31% | 28 |
|
|
2021
Q3 | $5.25M | Sell |
31,337
-370
| -1% | -$62K | 0.34% | 28 |
|
|
2021
Q2 | $5.24M | Sell |
31,707
-7,214
| -19% | -$1.19M | 0.32% | 29 |
|
|
2021
Q1 | $5.51M | Buy |
38,921
+329
| +0.9% | +$46.5K | 0.34% | 29 |
|
|
2020
Q4 | $4.67M | Sell |
38,592
-3,002
| -7% | -$363K | 0.28% | 32 |
|
|
2020
Q3 | $4.17M | Sell |
41,594
-15
| -0% | -$1.5K | 0.27% | 33 |
|
|
2020
Q2 | $3.96M | Sell |
41,609
-1,150
| -3% | -$109K | 0.29% | 34 |
|
|
2020
Q1 | $3.66M | Hold |
42,759
| – | – | 0.29% | 41 |
|
|
2019
Q4 | $5.32M | Hold |
42,759
| – | – | 0.32% | 39 |
|
|
2019
Q3 | $5.06M | Sell |
42,759
-859
| -2% | -$102K | 0.31% | 42 |
|
|
2019
Q2 | $5.38M | Hold |
43,618
| – | – | 0.32% | 42 |
|
|
2019
Q1 | $4.77M | Buy |
43,618
+995
| +2% | +$109K | 0.28% | 44 |
|
|
2018
Q4 | $4.06M | Sell |
42,623
-38
| -0.1% | -$3.62K | 0.26% | 50 |
|
|
2018
Q3 | $4.54M | Sell |
42,661
-2,327
| -5% | -$248K | 0.25% | 43 |
|
|
2018
Q2 | $4.41M | Buy |
44,988
+5,302
| +13% | +$520K | 0.26% | 46 |
|
|
2018
Q1 | $3.7M | Sell |
39,686
-13
| -0% | -$1.21K | 0.2% | 57 |
|
|
2017
Q4 | $3.94M | Hold |
39,699
| – | – | 0.2% | 62 |
|
|
2017
Q3 | $3.59M | Buy |
39,699
+13
| +0% | +$1.18K | 0.19% | 64 |
|
|
2017
Q2 | $3.34M | Sell |
39,686
-3,604
| -8% | -$304K | 0.19% | 62 |
|
|
2017
Q1 | $3.42M | Buy |
43,290
+200
| +0.5% | +$15.8K | 0.2% | 60 |
|
|
2016
Q4 | $3.19M | Buy |
43,090
+280
| +0.7% | +$20.7K | 0.2% | 58 |
|
|
2016
Q3 | $2.74M | Buy |
42,810
+1,465
| +4% | +$93.8K | 0.18% | 63 |
|
|
2016
Q2 | $2.51M | Sell |
41,345
-90
| -0.2% | -$5.47K | 0.17% | 67 |
|
|
2016
Q1 | $2.54M | Buy |
41,435
+2,636
| +7% | +$162K | 0.18% | 68 |
|
|
2015
Q4 | $3.61M | Sell |
38,799
-1,836
| -5% | -$171K | 0.26% | 53 |
|
|
2015
Q3 | $3.01M | Buy |
40,635
+2,061
| +5% | +$153K | 0.21% | 58 |
|
|
2015
Q2 | $3M | Sell |
38,574
-15
| -0% | -$1.17K | 0.17% | 59 |
|
|
2015
Q1 | $3.01M | Sell |
38,589
-210
| -0.5% | -$16.4K | 0.17% | 63 |
|
|
2014
Q4 | $3.61M | Sell |
38,799
-1,440
| -4% | -$134K | 0.21% | 54 |
|
|
2014
Q3 | $3.52M | Hold |
40,239
| – | – | 0.21% | 56 |
|
|
2014
Q2 | $3.82M | Sell |
40,239
-3,956
| -9% | -$375K | 0.22% | 52 |
|
|
2014
Q1 | $3.98M | Sell |
44,195
-1,025
| -2% | -$92.3K | 0.25% | 47 |
|
|
2013
Q4 | $4.1M | Sell |
45,220
-3,450
| -7% | -$313K | 0.27% | 50 |
|
|
2013
Q3 | $3.68M | Buy |
48,670
+248
| +0.5% | +$18.7K | 0.27% | 54 |
|
|
2013
Q2 | $3.62M | Buy |
+48,422
| New | +$3.62M | 0.29% | 52 |
|