Drexel Morgan & Co’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 | $30.6M | Buy |
95,918
+50,000
| +109% | +$15.9M | 5.43% | 8 |
|
|
2025
Q1 | $12.4M | Hold |
45,918
| – | – | 2.59% | 11 |
|
|
2024
Q4 | $13.6M | Sell |
45,918
-25,000
| -35% | -$7.42M | 2.81% | 10 |
|
|
2024
Q3 | $19.2M | Hold |
70,918
| – | – | 3.57% | 9 |
|
|
2024
Q2 | $16.4M | Hold |
70,918
| – | – | 3.52% | 9 |
|
|
2024
Q1 | $16.1M | Hold |
70,918
| – | – | 3.32% | 10 |
|
|
2023
Q4 | $13.3M | Buy |
70,918
+35,000
| +97% | +$6.56M | 3.07% | 10 |
|
|
2023
Q3 | $5.36M | Hold |
35,918
| – | – | 1.46% | 14 |
|
|
2023
Q2 | $6.26M | Hold |
35,918
| – | – | 1.62% | 14 |
|
|
2023
Q1 | $5.92M | Buy |
35,918
+300
| +0.8% | +$49.5K | 1.49% | 14 |
|
|
2022
Q4 | $5.26M | Hold |
35,618
| – | – | 1.08% | 17 |
|
|
2022
Q3 | $4.81M | Hold |
35,618
| – | – | 1.15% | 18 |
|
|
2022
Q2 | $4.94M | Hold |
35,618
| – | – | 1.36% | 16 |
|
|
2022
Q1 | $6.66M | Buy |
35,618
+1,088
| +3% | +$203K | 1.94% | 12 |
|
|
2021
Q4 | $5.65M | Hold |
34,530
| – | – | 1.63% | 14 |
|
|
2021
Q3 | $5.79M | Hold |
34,530
| – | – | 1.86% | 14 |
|
|
2021
Q2 | $5.71M | Sell |
34,530
-1,870
| -5% | -$309K | 1.68% | 15 |
|
|
2021
Q1 | $5.15M | Sell |
36,400
-2
| -0% | -$283 | 1.3% | 22 |
|
|
2020
Q4 | $4.4M | Hold |
36,402
| – | – | 1.2% | 21 |
|
|
2020
Q3 | $3.65M | Buy |
36,402
+13
| +0% | +$1.3K | 1.28% | 23 |
|
|
2020
Q2 | $3.46M | Buy |
36,389
+29
| +0.1% | +$2.76K | 1.31% | 23 |
|
|
2020
Q1 | $3.11M | Buy |
36,360
+20,333
| +127% | +$1.74M | 1.21% | 22 |
|
|
2019
Q4 | $2M | Sell |
16,027
-2,672
| -14% | -$333K | 1.5% | 21 |
|
|
2019
Q3 | $2.21M | Buy |
18,699
+126
| +0.7% | +$14.9K | 1.71% | 21 |
|
|
2019
Q2 | $2.29M | Sell |
18,573
-498
| -3% | -$61.5K | 1.77% | 18 |
|
|
2019
Q1 | $2.09M | Sell |
19,071
-21
| -0.1% | -$2.3K | 1.85% | 18 |
|
|
2018
Q4 | $1.82M | Buy |
19,092
+626
| +3% | +$59.6K | 1.82% | 20 |
|
|
2018
Q3 | $1.97M | Buy |
18,466
+151
| +0.8% | +$16.1K | 1.73% | 18 |
|
|
2018
Q2 | $1.8M | Sell |
18,315
-724
| -4% | -$71K | 1.8% | 18 |
|
|
2018
Q1 | $1.78M | Buy |
19,039
+152
| +0.8% | +$14.2K | 1.85% | 18 |
|
|
2017
Q4 | $1.88M | Buy |
18,887
+184
| +1% | +$18.3K | 1.82% | 19 |
|
|
2017
Q3 | $1.69M | Sell |
18,703
-442
| -2% | -$40K | 1.73% | 19 |
|
|
2017
Q2 | $1.61M | Buy |
19,145
+243
| +1% | +$20.5K | 1.65% | 21 |
|
|
2017
Q1 | $1.5M | Buy |
18,902
+1,590
| +9% | +$126K | 1.65% | 23 |
|
|
2016
Q4 | $1.28M | Hold |
17,312
| – | – | 1.52% | 25 |
|
|
2016
Q3 | $1.11M | Hold |
17,312
| – | – | 1.23% | 30 |
|
|
2016
Q2 | $1.05M | Buy |
17,312
+3,398
| +24% | +$206K | 1.19% | 32 |
|
|
2016
Q1 | $854K | Sell |
13,914
-3,153
| -18% | -$194K | 1% | 42 |
|
|
2015
Q4 | $1.19M | Buy |
17,067
+3,249
| +24% | +$226K | 1.32% | 27 |
|
|
2015
Q3 | $1.02M | Buy |
13,818
+1,386
| +11% | +$103K | 1.32% | 27 |
|
|
2015
Q2 | $966K | Sell |
12,432
-788
| -6% | -$61.2K | 1.15% | 34 |
|
|
2015
Q1 | $1.03M | Buy |
13,220
+1,725
| +15% | +$135K | 1.1% | 29 |
|
|
2014
Q4 | $1.07M | Hold |
11,495
| – | – | 1.21% | 27 |
|
|
2014
Q3 | $1.01M | Buy |
11,495
+1,429
| +14% | +$125K | 1.22% | 26 |
|
|
2014
Q2 | $955K | Sell |
10,066
-107
| -1% | -$10.2K | 1.15% | 28 |
|
|
2014
Q1 | $916K | Hold |
10,173
| – | – | 1.16% | 29 |
|
|
2013
Q4 | $923K | Buy |
10,173
+440
| +5% | +$39.9K | 1.24% | 28 |
|
|
2013
Q3 | $735K | Buy |
9,733
+5,383
| +124% | +$407K | 1.01% | 34 |
|
|
2013
Q2 | $325K | Buy |
+4,350
| New | +$325K | 0.54% | 54 |
|