Clifford Swan Investment Counsel’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 | $38.3M | Buy |
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|
2025
Q1 | $31.1M | Buy |
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|
2024
Q4 | $34.1M | Sell |
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|
2024
Q3 | $31.2M | Sell |
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|
2024
Q2 | $26.8M | Sell |
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|
2024
Q1 | $26.8M | Sell |
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|
2023
Q4 | $22.7M | Buy |
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|
2023
Q3 | $17.7M | Buy |
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|
2023
Q2 | $20.7M | Buy |
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|
2023
Q1 | $19.3M | Buy |
|
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|
2022
Q4 | $15.8M | Buy |
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|
2022
Q3 | $14.2M | Buy |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $19.3M | Sell |
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|
2021
Q4 | $17.1M | Buy |
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|
2021
Q3 | $18.1M | Buy |
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|
2021
Q2 | $17.4M | Sell |
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|
2021
Q1 | $15M | Sell |
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|
2020
Q4 | $13M | Sell |
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|
2020
Q3 | $10.8M | Sell |
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|
2020
Q2 | $10.3M | Buy |
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|
2020
Q1 | $8.35M | Buy |
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|
2019
Q4 | $8.69M | Buy |
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|
2019
Q3 | $7.74M | Sell |
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|
2019
Q2 | $8.17M | Sell |
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|
2019
Q1 | $7.26M | Sell |
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|
2018
Q4 | $6.44M | Sell |
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|
2018
Q3 | $7.52M | Buy |
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|
2018
Q2 | $6.9M | Buy |
|
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|
2018
Q1 | $6.56M | Buy |
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|
2017
Q4 | $6.82M | Sell |
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|
2017
Q3 | $6.28M | Sell |
|
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|
2017
Q2 | $6.24M | Sell |
|
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|
2017
Q1 | $6.3M | Sell |
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|
2016
Q4 | $6.05M | Sell |
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|
2016
Q3 | $5.33M | Buy |
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|
2016
Q2 | $4.99M | Buy |
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|
2016
Q1 | $4.75M | Buy |
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|
2015
Q4 | $4.71M | Buy |
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|
2015
Q3 | $4.79M | Buy |
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|
2015
Q2 | $4.67M | Sell |
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|
2015
Q1 | $5.34M | Buy |
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|
2014
Q4 | $5.04M | Hold |
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|
2014
Q3 | $4.74M | Sell |
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|
2014
Q2 | $5.3M | Sell |
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|
2014
Q1 | $5.14M | Sell |
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|
2013
Q4 | $5.25M | Sell |
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|
2013
Q3 | $4.55M | Sell |
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|
2013
Q2 | $4.66M | Buy |
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