Ervin Investment Management’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 | $1.36M | Hold |
4,266
| – | – | 0.85% | 23 |
|
|
2025
Q1 | $1.15M | Hold |
4,266
| – | – | 0.77% | 23 |
|
|
2024
Q4 | $1.27M | Sell |
4,266
-125
| -3% | -$37.1K | 0.82% | 21 |
|
|
2024
Q3 | $1.19M | Sell |
4,391
-90
| -2% | -$24.4K | 0.76% | 23 |
|
|
2024
Q2 | $1.04M | Hold |
4,481
| – | – | 0.72% | 23 |
|
|
2024
Q1 | $1.02M | Hold |
4,481
| – | – | 0.71% | 24 |
|
|
2023
Q4 | $840K | Hold |
4,481
| – | – | 0.64% | 24 |
|
|
2023
Q3 | $669K | Buy |
4,481
+16
| +0.4% | +$2.39K | 0.56% | 24 |
|
|
2023
Q2 | $778K | Sell |
4,465
-40
| -0.9% | -$6.97K | 0.62% | 26 |
|
|
2023
Q1 | $732K | Hold |
4,505
| – | – | 0.64% | 26 |
|
|
2022
Q4 | $666K | Hold |
4,505
| – | – | 0.61% | 25 |
|
|
2022
Q3 | $608K | Sell |
4,505
-560
| -11% | -$75.6K | 0.6% | 24 |
|
|
2022
Q2 | $706K | Hold |
5,065
| – | – | 0.66% | 23 |
|
|
2022
Q1 | $961K | Hold |
5,065
| – | – | 0.74% | 22 |
|
|
2021
Q4 | $829K | Buy |
+5,065
| New | +$829K | 0.66% | 23 |
|