Choate Investment Advisors’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 | $15.1M | Sell |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $14.1M | Sell |
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|
2024
Q3 | $15.7M | Sell |
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|
2024
Q2 | $14M | Sell |
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|
2024
Q1 | $13.9M | Buy |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $9.07M | Buy |
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|
2023
Q2 | $6.95M | Buy |
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|
2023
Q1 | $5.3M | Sell |
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|
2022
Q4 | $4.86M | Buy |
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|
2022
Q3 | $4.25M | Hold |
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|
2022
Q2 | $4.36M | Sell |
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|
2022
Q1 | $6.13M | Sell |
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|
2021
Q4 | $5.37M | Buy |
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|
2021
Q3 | $5.25M | Sell |
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|
2021
Q2 | $5.24M | Sell |
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|
2021
Q1 | $5.5M | Buy |
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|
2020
Q4 | $4.67M | Sell |
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|
2020
Q3 | $4.17M | Sell |
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|
2020
Q2 | $3.96M | Sell |
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|
2020
Q1 | $3.66M | Hold |
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|
2019
Q4 | $5.32M | Hold |
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|
2019
Q3 | $5.06M | Sell |
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|
2019
Q2 | $5.38M | Hold |
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|
2019
Q1 | $4.77M | Buy |
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|
2018
Q4 | $4.06M | Sell |
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|
2018
Q3 | $4.54M | Sell |
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|
2018
Q2 | $4.41M | Buy |
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|
2018
Q1 | $3.7M | Sell |
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|
2017
Q4 | $3.94M | Hold |
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|
2017
Q3 | $3.59M | Buy |
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|
2017
Q2 | $3.34M | Sell |
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|
2017
Q1 | $3.42M | Buy |
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|
2016
Q4 | $3.19M | Buy |
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|
2016
Q3 | $2.74M | Buy |
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|
2016
Q2 | $2.51M | Sell |
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|
2016
Q1 | $2.54M | Buy |
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|
2015
Q4 | $3.61M | Sell |
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|
2015
Q3 | $3.01M | Buy |
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|
2015
Q2 | $3M | Sell |
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|
2015
Q1 | $3.01M | Sell |
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|
2014
Q4 | $3.61M | Sell |
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|
2014
Q3 | $3.52M | Hold |
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|
2014
Q2 | $3.82M | Sell |
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|
2014
Q1 | $3.98M | Sell |
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|
2013
Q4 | $4.1M | Sell |
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|
2013
Q3 | $3.68M | Buy |
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|
2013
Q2 | $3.62M | Buy |
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