Edgemoor Investment Advisors’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
Q2 | $299K | Buy |
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|
2025
Q1 | $248K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $210K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $9.38M | Sell |
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|
2015
Q3 | $10.1M | Buy |
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|
2015
Q2 | $9.28M | Buy |
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|
2015
Q1 | $8.88M | Buy |
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|
2014
Q4 | $9.67M | Sell |
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|
2014
Q3 | $9.13M | Sell |
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|
2014
Q2 | $9.92M | Sell |
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|
2014
Q1 | $9.59M | Sell |
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|
2013
Q4 | $9.71M | Sell |
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|
2013
Q3 | $8.2M | Sell |
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|
2013
Q2 | $8.41M | Buy |
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