Columbia Asset Management’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 | $3.79M | Sell |
11,868
-39
| -0.3% | -$12.4K | 0.74% | 40 |
|
|
2025
Q1 | $3.2M | Sell |
11,907
-790
| -6% | -$213K | 0.63% | 44 |
|
|
2024
Q4 | $3.77M | Sell |
12,697
-1,453
| -10% | -$431K | 0.69% | 41 |
|
|
2024
Q3 | $3.84M | Buy |
14,150
+281
| +2% | +$76.2K | 0.67% | 44 |
|
|
2024
Q2 | $3.21M | Buy |
13,869
+330
| +2% | +$76.4K | 0.6% | 47 |
|
|
2024
Q1 | $2.54M | Hold |
13,539
| – | – | 0.51% | 49 |
|
|
2023
Q4 | $2.54M | Buy |
13,539
+114
| +0.8% | +$21.4K | 0.51% | 49 |
|
|
2023
Q3 | $2M | Sell |
13,425
-271
| -2% | -$40.4K | 0.44% | 56 |
|
|
2023
Q2 | $2.39M | Sell |
13,696
-476
| -3% | -$82.9K | 0.51% | 51 |
|
|
2023
Q1 | $2.34M | Buy |
14,172
+93
| +0.7% | +$15.3K | 0.53% | 50 |
|
|
2022
Q4 | $2.08M | Sell |
14,079
-1,269
| -8% | -$187K | 0.51% | 51 |
|
|
2022
Q3 | $2.07M | Sell |
15,348
-704
| -4% | -$95K | 0.54% | 50 |
|
|
2022
Q2 | $2.23M | Buy |
+16,052
| New | +$2.23M | 0.56% | 48 |
|
|
2021
Q4 | $2.76M | Sell |
16,884
-238
| -1% | -$38.9K | 0.56% | 46 |
|
|
2021
Q3 | $2.87M | Buy |
17,122
+428
| +3% | +$71.7K | 0.63% | 46 |
|
|
2021
Q2 | $2.76M | Sell |
16,694
-12,327
| -42% | -$2.04M | 0.61% | 48 |
|
|
2021
Q1 | $4.11M | Buy |
29,021
+672
| +2% | +$95.1K | 0.74% | 39 |
|
|
2020
Q4 | $3.43M | Sell |
28,349
-5,062
| -15% | -$612K | 0.69% | 43 |
|
|
2020
Q3 | $3.35M | Sell |
33,411
-6,330
| -16% | -$634K | 0.77% | 40 |
|
|
2020
Q2 | $3.78M | Buy |
39,741
+8,580
| +28% | +$817K | 0.91% | 37 |
|
|
2020
Q1 | $2.67M | Buy |
31,161
+750
| +2% | +$64.2K | 0.66% | 40 |
|
|
2019
Q4 | $37.9K | Buy |
30,411
+2
| +0% | +$2 | 0.91% | 37 |
|
|
2019
Q3 | $3.6M | Buy |
30,409
+2
| +0% | +$237 | 0.94% | 35 |
|
|
2019
Q2 | $3.75M | Sell |
30,407
-699
| -2% | -$86.3K | 0.99% | 33 |
|
|
2019
Q1 | $3.4M | Sell |
31,106
-399
| -1% | -$43.6K | 0.91% | 36 |
|
|
2018
Q4 | $3M | Sell |
31,505
-274
| -0.9% | -$26.1K | 0.91% | 37 |
|
|
2018
Q3 | $3.38M | Buy |
31,779
+1
| +0% | +$106 | 0.88% | 38 |
|
|
2018
Q2 | $3.11M | Buy |
31,778
+1
| +0% | +$98 | 0.91% | 38 |
|
|
2018
Q1 | $2.96M | Sell |
31,777
-1,149
| -3% | -$107K | 0.87% | 42 |
|
|
2017
Q4 | $3.27M | Sell |
32,926
-269
| -0.8% | -$26.7K | 0.94% | 36 |
|
|
2017
Q3 | $3M | Sell |
33,195
-2,238
| -6% | -$202K | 0.92% | 38 |
|
|
2017
Q2 | $2.98M | Sell |
35,433
-209
| -0.6% | -$17.6K | 0.96% | 36 |
|
|
2017
Q1 | $2.82M | Sell |
35,642
-3,774
| -10% | -$298K | 0.94% | 37 |
|
|
2016
Q4 | $2.92M | Buy |
39,416
+2,255
| +6% | +$167K | 0.99% | 38 |
|
|
2016
Q3 | $2.38M | Buy |
37,161
+3,086
| +9% | +$198K | 0.83% | 41 |
|
|
2016
Q2 | $2.07M | Buy |
34,075
+7,770
| +30% | +$472K | 0.74% | 44 |
|
|
2016
Q1 | $1.62M | Buy |
26,305
+11,715
| +80% | +$719K | 0.59% | 48 |
|
|
2015
Q4 | $1.01M | Sell |
14,590
-335
| -2% | -$23.3K | 0.41% | 68 |
|
|
2015
Q3 | $1.11M | Hold |
14,925
| – | – | 0.45% | 61 |
|
|
2015
Q2 | $1.16M | Sell |
14,925
-400
| -3% | -$31.1K | 0.44% | 68 |
|
|
2015
Q1 | $1.2M | Buy |
15,325
+815
| +6% | +$63.7K | 0.45% | 62 |
|
|
2014
Q4 | $1.35M | Hold |
14,510
| – | – | 0.52% | 58 |
|
|
2014
Q3 | $1.27M | Hold |
14,510
| – | – | 0.51% | 58 |
|
|
2014
Q2 | $1.38M | Sell |
14,510
-1,984
| -12% | -$188K | 0.56% | 58 |
|
|
2014
Q1 | $1.49M | Sell |
16,494
-425
| -3% | -$38.3K | 0.65% | 50 |
|
|
2013
Q4 | $1.54M | Buy |
+16,919
| New | +$1.54M | 0.68% | 43 |
|