Echo Street Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,398
| Closed | -$955K | – | 48 |
|
|
2023
Q3 | $955K | Buy |
+6,398
| New | +$955K | 0.01% | 150 |
|
|
2023
Q1 | – | Sell |
-2,847
| Closed | -$421K | – | 489 |
|
|
2022
Q4 | $421K | Sell |
2,847
-1,835
| -39% | -$271K | ﹤0.01% | 326 |
|
|
2022
Q3 | $632K | Sell |
4,682
-506
| -10% | -$68.3K | 0.01% | 230 |
|
|
2022
Q2 | $719K | Buy |
5,188
+3,502
| +208% | +$485K | 0.01% | 226 |
|
|
2022
Q1 | $315K | Sell |
1,686
-3,358
| -67% | -$627K | ﹤0.01% | 497 |
|
|
2021
Q4 | $825K | Buy |
+5,044
| New | +$825K | 0.01% | 293 |
|
|
2021
Q2 | – | Sell |
-2,367
| Closed | -$335K | – | 590 |
|
|
2021
Q1 | $335K | Buy |
+2,367
| New | +$335K | ﹤0.01% | 398 |
|
|
2015
Q1 | – | Sell |
-175,159
| Closed | -$16.3M | – | 132 |
|
|
2014
Q4 | $16.3M | Sell |
175,159
-50,084
| -22% | -$4.66M | 1.01% | 36 |
|
|
2014
Q3 | $19.7M | Buy |
+225,243
| New | +$19.7M | 1.14% | 26 |
|