Ervin Investment Management’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
Q3 | $1.38M | Sell |
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|
2025
Q2 | $1.36M | Hold |
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|
2025
Q1 | $1.15M | Hold |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $840K | Hold |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $778K | Sell |
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|
2023
Q1 | $732K | Hold |
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|
2022
Q4 | $666K | Hold |
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|
2022
Q3 | $608K | Sell |
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|
2022
Q2 | $706K | Hold |
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|
2022
Q1 | $961K | Hold |
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|
2021
Q4 | $829K | Buy |
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