Douglass Winthrop Advisors’s American Express AXP Stock Holding History

Douglass Winthrop Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.1M	Sell	129,146 -3,303	-2%	-$1.11M	0.72%	34
2025 Q4	$49M	Buy	132,449 +240	+0.2%	+$85.9K	0.86%	33
2025 Q3	$43.9M	Buy	132,209 +1,277	+1%	+$406K	0.76%	33
2025 Q2	$41.8M	Sell	130,932 -1,790	-1%	-$504K	0.75%	32
2025 Q1	$35.7M	Sell	132,722 -3,454	-3%	-$1.02M	0.68%	34
2024 Q4	$40.4M	Sell	136,176 -2,600	-2%	-$747K	0.79%	33
2024 Q3	$37.6M	Sell	138,776 -1,552	-1%	-$386K	0.72%	34
2024 Q2	$32.5M	Sell	140,328 -4,772	-3%	-$1.11M	0.66%	35
2024 Q1	$33M	Sell	145,100 -439	-0.3%	-$91K	0.68%	35
2023 Q4	$27.3M	Hold	145,539	–	–	0.61%	35
2023 Q3	$21.7M	Buy	145,539 +455	+0.3%	+$74.4K	0.54%	35
2023 Q2	$25.3M	Sell	145,084 -330	-0.2%	-$53.2K	0.6%	35
2023 Q1	$24M	Sell	145,414 -725	-0.5%	-$120K	0.62%	35
2022 Q4	$21.6M	Sell	146,139 -376	-0.3%	-$55.7K	0.59%	35
2022 Q3	$19.8M	Sell	146,515 -1,202	-0.8%	-$182K	0.6%	34
2022 Q2	$20.5M	Sell	147,717 -3,093	-2%	-$511K	0.58%	35
2022 Q1	$28.2M	Sell	150,810 -2,864	-2%	-$517K	0.67%	34
2021 Q4	$25.1M	Sell	153,674 -18,875	-11%	-$3.22M	0.56%	34
2021 Q3	$28.9M	Buy	172,549 +8,500	+5%	+$1.42M	0.71%	34
2021 Q2	$27.1M	Sell	164,049 -1,850	-1%	-$290K	0.67%	35
2021 Q1	$23.5M	Sell	165,899 -573	-0.3%	-$75.7K	0.63%	34
2020 Q4	$20.1M	Buy	166,472 +2,270	+1%	+$251K	0.57%	35
2020 Q3	$16.5M	Sell	164,202 -45,226	-22%	-$4.45M	0.54%	36
2020 Q2	$19.9M	Sell	209,428 -16,390	-7%	-$1.51M	0.74%	34
2020 Q1	$19.3M	Sell	225,818 -6,173	-3%	-$718K	0.87%	33
2019 Q4	$28.9M	Sell	231,991 -2,665	-1%	-$319K	1.02%	33
2019 Q3	$27.8M	Buy	234,656 +1,199	+0.5%	+$147K	1.06%	33
2019 Q2	$28.8M	Sell	233,457 -4,496	-2%	-$528K	1.16%	30
2019 Q1	$26M	Sell	237,953 -6,055	-2%	-$636K	1.13%	32
2018 Q4	$23.3M	Sell	244,008 -1,308	-0.5%	-$137K	1.16%	32
2018 Q3	$26.1M	Sell	245,316 -4,464	-2%	-$464K	1.15%	33
2018 Q2	$24.5M	Sell	249,780 -9,308	-4%	-$915K	1.1%	34
2018 Q1	$24.2M	Sell	259,088 -175,045	-40%	-$17M	1.18%	31
2017 Q4	$43.1M	Sell	434,133 -1,299	-0.3%	-$124K	2.35%	13
2017 Q3	$39.4M	Sell	435,432 -8,165	-2%	-$702K	2.29%	14
2017 Q2	$37.4M	Buy	443,597 +1,819	+0.4%	+$144K	2.26%	13
2017 Q1	$34.9M	Sell	441,778 -2,382	-0.5%	-$186K	2.18%	15
2016 Q4	$32.9M	Buy	444,160 +687	+0.2%	+$47.6K	2.22%	14
2016 Q3	$28.4M	Buy	443,473 +26,705	+6%	+$1.72M	1.96%	20
2016 Q2	$25.3M	Sell	416,768 -10,665	-2%	-$676K	1.79%	25
2016 Q1	$26.2M	Buy	427,433 +37,165	+10%	+$2.16M	1.89%	21
2015 Q4	$27.1M	Buy	390,268 +12,935	+3%	+$941K	2.01%	16
2015 Q3	$28M	Buy	377,333 +34,886	+10%	+$2.68M	2.2%	12
2015 Q2	$26.8M	Hold	342,447	–	–	2.08%	17
2015 Q1	$26.8M	Buy	342,447 +11,172	+3%	+$928K	2.08%	17
2014 Q4	$30.8M	Buy	331,275 +4,152	+1%	+$372K	2.75%	8
2014 Q3	$28.6M	Buy	327,123 +2,601	+0.8%	+$234K	2.64%	10
2014 Q2	$30.8M	Buy	324,522 +300	+0.1%	+$27K	2.84%	7
2014 Q1	$29.2M	Buy	324,222 +7,625	+2%	+$681K	2.88%	7
2013 Q4	$28.7M	Buy	316,597 +1,905	+0.6%	+$156K	2.98%	7
2013 Q3	$23.8M	Buy	314,692 +3,325	+1%	+$250K	2.76%	9
2013 Q2	$23.3M	Buy	+311,367	New	+$22.2M	2.82%	7