Essex Financial Services’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 | $1.39M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.13M | Buy |
|
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|
2024
Q1 | $949K | Buy |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $569K | Buy |
|
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|
2023
Q2 | $660K | Sell |
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|
2023
Q1 | $1.29M | Buy |
|
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|
2022
Q4 | $1.1M | Buy |
|
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|
2022
Q3 | $987K | Sell |
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|
2022
Q2 | $1.08M | Buy |
|
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|
2022
Q1 | $1.34M | Sell |
|
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|
2021
Q4 | $1.65M | Buy |
|
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|
2021
Q3 | $1.69M | Buy |
|
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|
2021
Q2 | $504K | Hold |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $419K | Sell |
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|
2020
Q3 | $349K | Buy |
|
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $655K | Sell |
|
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|
2019
Q3 | $634K | Buy |
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|
2019
Q2 | $659K | Sell |
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|
2019
Q1 | $711K | Sell |
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|
2018
Q4 | $666K | Sell |
|
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|
2018
Q3 | $915K | Buy |
|
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|
2018
Q2 | $806K | Sell |
|
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|
2018
Q1 | $825K | Buy |
|
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|
2017
Q4 | $821K | Sell |
|
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|
2017
Q3 | $830K | Sell |
|
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|
2017
Q2 | $786K | Buy |
|
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|
2017
Q1 | $499K | Sell |
|
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|
2016
Q4 | $563K | Sell |
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|
2016
Q3 | $488K | Sell |
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|
2016
Q2 | $533K | Buy |
|
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|
2016
Q1 | $529K | Sell |
|
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|
2015
Q4 | $721K | Sell |
|
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|
2015
Q3 | $878K | Sell |
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|
2015
Q2 | $996K | Sell |
|
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|
2015
Q1 | $1.12M | Sell |
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|
2014
Q4 | $1.45M | Buy |
|
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|
2014
Q3 | $1.25M | Buy |
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|
2014
Q2 | $1.35M | Sell |
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|
2014
Q1 | $1.28M | Buy |
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|
2013
Q4 | $1.25M | Sell |
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|
2013
Q3 | $1.15K | Sell |
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|
2013
Q2 | $1.15M | Buy |
|