Donaldson Capital Management’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 | $214K | Sell |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $521K | Buy |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $353K | Hold |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $353K | Sell |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | $321K | Sell |
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|
2020
Q1 | $294K | Hold |
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|
2019
Q4 | $428K | Sell |
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|
2019
Q3 | $407K | Sell |
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|
2019
Q2 | $628K | Buy |
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|
2019
Q1 | $547K | Buy |
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|
2018
Q4 | $474K | Sell |
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|
2018
Q3 | $634K | Buy |
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|
2018
Q2 | $319K | Hold |
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|
2018
Q1 | $303K | Hold |
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|
2017
Q4 | $323K | Sell |
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|
2017
Q3 | $295K | Buy |
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|
2017
Q2 | $272K | Buy |
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|
2017
Q1 | $251K | Sell |
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|
2016
Q4 | $251K | Sell |
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|
2016
Q3 | $266K | Sell |
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|
2016
Q2 | $327K | Sell |
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|
2016
Q1 | $623K | Sell |
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|
2015
Q4 | $1.03M | Sell |
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|
2015
Q3 | $1.51M | Sell |
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|
2015
Q2 | $1.73M | Sell |
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|
2015
Q1 | $1.79M | Sell |
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|
2014
Q4 | $2.84M | Sell |
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|
2014
Q3 | $2.71M | Buy |
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|
2014
Q2 | $2.85M | Buy |
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|
2014
Q1 | $2.65M | Buy |
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|
2013
Q4 | $2.66M | Buy |
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|
2013
Q3 | $2.02M | Buy |
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|
2013
Q2 | $1.98M | Buy |
|