Clean Yield Group’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 | $1.03M | Hold |
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|
2025
Q2 | $987K | Hold |
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|
2025
Q1 | $833K | Hold |
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|
2024
Q4 | $919K | Sell |
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|
2024
Q3 | $850K | Buy |
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|
2024
Q2 | $715K | Buy |
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|
2024
Q1 | $690K | Sell |
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|
2023
Q4 | $587K | Hold |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $546K | Hold |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $463K | Sell |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $434K | Sell |
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|
2022
Q1 | $604K | Hold |
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|
2021
Q4 | $529K | Hold |
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|
2021
Q3 | $541K | Hold |
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|
2021
Q2 | $534K | Hold |
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|
2021
Q1 | $457K | Sell |
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|
2020
Q4 | $394K | Sell |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $311K | Sell |
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|
2020
Q1 | $306K | Buy |
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|
2019
Q4 | $443K | Sell |
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|
2019
Q3 | $445K | Buy |
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|
2019
Q2 | $267K | Sell |
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|
2019
Q1 | $242K | Hold |
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|
2018
Q4 | $211K | Hold |
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|
2018
Q3 | $236K | Hold |
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|
2018
Q2 | $217K | Hold |
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|
2018
Q1 | $206K | Hold |
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|
2017
Q4 | $220K | Hold |
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|
2017
Q3 | $200K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $175K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $157K | Buy |
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|
2016
Q2 | $144K | Hold |
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|
2016
Q1 | $148K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $224K | Sell |
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|
2015
Q2 | $335K | Hold |
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|
2015
Q1 | $336K | Buy |
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|
2014
Q4 | $385K | Hold |
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|
2014
Q3 | $362K | Hold |
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|
2014
Q2 | $392K | Buy |
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|
2014
Q1 | $282K | Sell |
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|
2013
Q4 | $328K | Hold |
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|
2013
Q3 | $273K | Hold |
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|
2013
Q2 | $270K | Buy |
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