Edgemoor Investment Advisors’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 | $299K | Buy |
938
+17
| +2% | +$5.42K | 0.03% | 143 |
|
|
2025
Q1 | $248K | Hold |
921
| – | – | 0.02% | 144 |
|
|
2024
Q4 | $273K | Hold |
921
| – | – | 0.02% | 143 |
|
|
2024
Q3 | $250K | Hold |
921
| – | – | 0.02% | 153 |
|
|
2024
Q2 | $213K | Hold |
921
| – | – | 0.02% | 156 |
|
|
2024
Q1 | $210K | Buy |
+921
| New | +$210K | 0.02% | 160 |
|
|
2016
Q1 | – | Sell |
-134,913
| Closed | -$9.38M | – | 121 |
|
|
2015
Q4 | $9.38M | Sell |
134,913
-1,599
| -1% | -$111K | 1.41% | 19 |
|
|
2015
Q3 | $10.1M | Buy |
136,512
+17,057
| +14% | +$1.26M | 1.54% | 18 |
|
|
2015
Q2 | $9.28M | Buy |
119,455
+5,845
| +5% | +$454K | 1.35% | 25 |
|
|
2015
Q1 | $8.88M | Buy |
113,610
+9,895
| +10% | +$773K | 1.26% | 30 |
|
|
2014
Q4 | $9.67M | Sell |
103,715
-562
| -0.5% | -$52.4K | 1.42% | 25 |
|
|
2014
Q3 | $9.14M | Sell |
104,277
-283
| -0.3% | -$24.8K | 1.34% | 28 |
|
|
2014
Q2 | $9.92M | Sell |
104,560
-1,985
| -2% | -$188K | 1.46% | 27 |
|
|
2014
Q1 | $9.59M | Sell |
106,545
-500
| -0.5% | -$45K | 1.51% | 29 |
|
|
2013
Q4 | $9.71M | Sell |
107,045
-1,584
| -1% | -$144K | 1.54% | 27 |
|
|
2013
Q3 | $8.2M | Sell |
108,629
-3,858
| -3% | -$291K | 1.43% | 31 |
|
|
2013
Q2 | $8.41M | Buy |
+112,487
| New | +$8.41M | 1.49% | 27 |
|