EOJOAM
E. Ohman J:or Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Sell |
23,796
-524
| -2% | -$167K | 0.19% | 68 |
|
|
2025
Q1 | $6.54M | Sell |
24,320
-1,650
| -6% | -$444K | 0.17% | 73 |
|
|
2024
Q4 | $7.71M | Buy |
25,970
+2,570
| +11% | +$763K | 0.18% | 70 |
|
|
2024
Q3 | $6.35M | Sell |
23,400
-1,200
| -5% | -$325K | 0.16% | 77 |
|
|
2024
Q2 | $5.7M | Buy |
24,600
+1,000
| +4% | +$232K | 0.14% | 82 |
|
|
2024
Q1 | $5.37M | Sell |
23,600
-1,300
| -5% | -$296K | 0.14% | 83 |
|
|
2023
Q4 | $4.66M | Sell |
24,900
-4,100
| -14% | -$768K | 0.17% | 75 |
|
|
2023
Q3 | $4.33M | Buy |
29,000
+100
| +0.3% | +$14.9K | 0.16% | 82 |
|
|
2023
Q2 | $5.03M | Buy |
28,900
+800
| +3% | +$139K | 0.18% | 77 |
|
|
2023
Q1 | $4.64M | Buy |
28,100
+800
| +3% | +$132K | 0.18% | 84 |
|
|
2022
Q4 | $4.03M | Sell |
27,300
-900
| -3% | -$133K | 0.18% | 85 |
|
|
2022
Q3 | $3.8M | Sell |
28,200
-900
| -3% | -$121K | 0.17% | 87 |
|
|
2022
Q2 | $4.03M | Sell |
29,100
-400
| -1% | -$55.4K | 0.17% | 78 |
|
|
2022
Q1 | $5.52M | Sell |
29,500
-3,600
| -11% | -$673K | 0.18% | 80 |
|
|
2021
Q4 | $5.42M | Buy |
33,100
+2,200
| +7% | +$360K | 0.16% | 93 |
|
|
2021
Q3 | $5.18M | Buy |
30,900
+2,200
| +8% | +$369K | 0.16% | 90 |
|
|
2021
Q2 | $4.74M | Buy |
28,700
+600
| +2% | +$99.1K | 0.15% | 95 |
|
|
2021
Q1 | $3.97M | Sell |
28,100
-1,100
| -4% | -$156K | 0.14% | 91 |
|
|
2020
Q4 | $3.53M | Buy |
29,200
+100
| +0.3% | +$12.1K | 0.14% | 96 |
|
|
2020
Q3 | $2.92M | Buy |
29,100
+2,100
| +8% | +$211K | 0.14% | 90 |
|
|
2020
Q2 | $2.57M | Buy |
27,000
+2,700
| +11% | +$257K | 0.15% | 90 |
|
|
2020
Q1 | $2.08M | Sell |
24,300
-10,900
| -31% | -$933K | 0.15% | 87 |
|
|
2019
Q4 | $4.38M | Buy |
35,200
+17,200
| +96% | +$2.14M | 0.24% | 63 |
|
|
2019
Q3 | $2.13M | Buy |
18,000
+900
| +5% | +$106K | 0.13% | 97 |
|
|
2019
Q2 | $2.11M | Sell |
17,100
-2,900
| -15% | -$358K | 0.14% | 88 |
|
|
2019
Q1 | $2.19M | Sell |
20,000
-1,200
| -6% | -$131K | 0.15% | 88 |
|
|
2018
Q4 | $2.02M | Sell |
21,200
-2,900
| -12% | -$276K | 0.15% | 88 |
|
|
2018
Q3 | $2.57M | Sell |
24,100
-8,200
| -25% | -$873K | 0.17% | 96 |
|
|
2018
Q2 | $3.17M | Buy |
32,300
+11,100
| +52% | +$1.09M | 0.23% | 80 |
|
|
2018
Q1 | $1.98M | Sell |
21,200
-1,300
| -6% | -$121K | 0.16% | 91 |
|
|
2017
Q4 | $2.23M | Buy |
22,500
+1,900
| +9% | +$189K | 0.18% | 84 |
|
|
2017
Q3 | $1.86M | Buy |
20,600
+400
| +2% | +$36.2K | 0.17% | 92 |
|
|
2017
Q2 | $1.7M | Hold |
20,200
| – | – | 0.17% | 92 |
|
|
2017
Q1 | $1.6M | Buy |
20,200
+2,600
| +15% | +$206K | 0.2% | 101 |
|
|
2016
Q4 | $1.3M | Hold |
17,600
| – | – | 0.18% | 102 |
|
|
2016
Q3 | $1.13M | Buy |
17,600
+1,600
| +10% | +$102K | 0.17% | 107 |
|
|
2016
Q2 | $972K | Hold |
16,000
| – | – | 0.16% | 111 |
|
|
2016
Q1 | $982K | Sell |
16,000
-2,500
| -14% | -$154K | 0.18% | 104 |
|
|
2015
Q4 | $1.29M | Hold |
18,500
| – | – | 0.23% | 90 |
|
|
2015
Q3 | $1.37M | Hold |
18,500
| – | – | 0.37% | 59 |
|
|
2015
Q2 | $1.44M | Sell |
18,500
-1,400
| -7% | -$109K | 0.34% | 64 |
|
|
2015
Q1 | $1.55M | Hold |
19,900
| – | – | 0.36% | 64 |
|
|
2014
Q4 | $1.88M | Sell |
19,900
-4,750
| -19% | -$448K | 0.45% | 50 |
|
|
2014
Q3 | $2.16M | Hold |
24,650
| – | – | 0.53% | 39 |
|
|
2014
Q2 | $2.34M | Hold |
24,650
| – | – | 0.57% | 38 |
|
|
2014
Q1 | $2.22M | Sell |
24,650
-2,450
| -9% | -$221K | 0.55% | 37 |
|
|
2013
Q4 | $2.43M | Sell |
27,100
-1,600
| -6% | -$143K | 0.57% | 36 |
|
|
2013
Q3 | $2.17M | Buy |
28,700
+1,200
| +4% | +$90.6K | 0.55% | 34 |
|
|
2013
Q2 | $2.06M | Buy |
+27,500
| New | +$2.06M | 0.57% | 33 |
|