Dearborn Partners’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 | $521K | Sell |
1,634
-17
| -1% | -$5.42K | 0.02% | 176 |
|
2025
Q1 | $444K | Sell |
1,651
-10
| -0.6% | -$2.69K | 0.02% | 178 |
|
2024
Q4 | $493K | Sell |
1,661
-453
| -21% | -$134K | 0.02% | 168 |
|
2024
Q3 | $573K | Hold |
2,114
| – | – | 0.02% | 153 |
|
2024
Q2 | $489K | Hold |
2,114
| – | – | 0.02% | 167 |
|
2024
Q1 | $481K | Buy |
2,114
+10
| +0.5% | +$2.28K | 0.02% | 165 |
|
2023
Q4 | $394K | Buy |
2,104
+30
| +1% | +$5.62K | 0.01% | 181 |
|
2023
Q3 | $309K | Hold |
2,074
| – | – | 0.01% | 185 |
|
2023
Q2 | $361K | Buy |
2,074
+30
| +1% | +$5.23K | 0.01% | 169 |
|
2023
Q1 | $337K | Buy |
2,044
+81
| +4% | +$13.4K | 0.01% | 175 |
|
2022
Q4 | $290K | Sell |
1,963
-95
| -5% | -$14K | 0.01% | 193 |
|
2022
Q3 | $278K | Buy |
2,058
+94
| +5% | +$12.7K | 0.01% | 196 |
|
2022
Q2 | $272K | Buy |
1,964
+1
| +0.1% | +$138 | 0.01% | 212 |
|
2022
Q1 | $367K | Buy |
1,963
+28
| +1% | +$5.24K | 0.01% | 189 |
|
2021
Q4 | $317K | Hold |
1,935
| – | – | 0.01% | 210 |
|
2021
Q3 | $324K | Hold |
1,935
| – | – | 0.01% | 195 |
|
2021
Q2 | $320K | Hold |
1,935
| – | – | 0.01% | 196 |
|
2021
Q1 | $274K | Hold |
1,935
| – | – | 0.01% | 212 |
|
2020
Q4 | $234K | Buy |
+1,935
| New | +$234K | 0.01% | 228 |
|
2020
Q1 | – | Sell |
-2,321
| Closed | -$289K | – | 221 |
|
2019
Q4 | $289K | Sell |
2,321
-75
| -3% | -$9.34K | 0.01% | 200 |
|
2019
Q3 | $283K | Hold |
2,396
| – | – | 0.02% | 183 |
|
2019
Q2 | $296K | Buy |
2,396
+2
| +0.1% | +$247 | 0.02% | 162 |
|
2019
Q1 | $262K | Sell |
2,394
-45
| -2% | -$4.93K | 0.02% | 169 |
|
2018
Q4 | $232K | Sell |
2,439
-121
| -5% | -$11.5K | 0.02% | 174 |
|
2018
Q3 | $273K | Hold |
2,560
| – | – | 0.02% | 161 |
|
2018
Q2 | $251K | Sell |
2,560
-117
| -4% | -$11.5K | 0.02% | 154 |
|
2018
Q1 | $250K | Sell |
2,677
-184
| -6% | -$17.2K | 0.02% | 150 |
|
2017
Q4 | $284K | Hold |
2,861
| – | – | 0.02% | 148 |
|
2017
Q3 | $259K | Hold |
2,861
| – | – | 0.02% | 149 |
|
2017
Q2 | $241K | Buy |
2,861
+18
| +0.6% | +$1.52K | 0.02% | 149 |
|
2017
Q1 | $225K | Sell |
2,843
-232
| -8% | -$18.4K | 0.02% | 162 |
|
2016
Q4 | $228K | Sell |
3,075
-224
| -7% | -$16.6K | 0.02% | 155 |
|
2016
Q3 | $211K | Sell |
3,299
-500
| -13% | -$32K | 0.02% | 179 |
|
2016
Q2 | $231K | Sell |
3,799
-100
| -3% | -$6.08K | 0.02% | 171 |
|
2016
Q1 | $239K | Sell |
3,899
-412
| -10% | -$25.3K | 0.02% | 169 |
|
2015
Q4 | $300K | Sell |
4,311
-43,285
| -91% | -$3.01M | 0.03% | 188 |
|
2015
Q3 | $3.53M | Sell |
47,596
-210
| -0.4% | -$15.6K | 0.35% | 75 |
|
2015
Q2 | $3.72M | Sell |
47,806
-1,366
| -3% | -$106K | 0.36% | 76 |
|
2015
Q1 | $3.84M | Sell |
49,172
-116
| -0.2% | -$9.06K | 0.34% | 81 |
|
2014
Q4 | $4.59M | Buy |
49,288
+51
| +0.1% | +$4.75K | 0.42% | 71 |
|
2014
Q3 | $4.31M | Hold |
49,237
| – | – | 0.42% | 72 |
|
2014
Q2 | $4.67M | Hold |
49,237
| – | – | 0.46% | 70 |
|
2014
Q1 | $4.43M | Sell |
49,237
-155
| -0.3% | -$14K | 0.48% | 69 |
|
2013
Q4 | $4.48M | Sell |
49,392
-1,800
| -4% | -$163K | 0.52% | 66 |
|
2013
Q3 | $3.87M | Sell |
51,192
-25
| -0% | -$1.89K | 0.51% | 67 |
|
2013
Q2 | $3.83M | Buy |
+51,217
| New | +$3.83M | 0.54% | 63 |
|