Essex 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 | $1.3M | Hold |
4,089
| – | – | 0.24% | 130 |
|
|
2025
Q1 | $1.1M | Buy |
4,089
+7
| +0.2% | +$1.88K | 0.23% | 143 |
|
|
2024
Q4 | $1.21M | Sell |
4,082
-66
| -2% | -$19.6K | 0.22% | 141 |
|
|
2024
Q3 | $1.12M | Hold |
4,148
| – | – | 0.2% | 142 |
|
|
2024
Q2 | $960K | Sell |
4,148
-2,614
| -39% | -$605K | 0.18% | 154 |
|
|
2024
Q1 | $1.54M | Sell |
6,762
-34
| -0.5% | -$7.74K | 0.3% | 126 |
|
|
2023
Q4 | $1.27M | Sell |
6,796
-247
| -4% | -$46.3K | 0.25% | 141 |
|
|
2023
Q3 | $1.05M | Sell |
7,043
-5,554
| -44% | -$829K | 0.17% | 191 |
|
|
2023
Q2 | $2.19M | Sell |
12,597
-1,726
| -12% | -$301K | 0.31% | 114 |
|
|
2023
Q1 | $2.36M | Sell |
14,323
-494
| -3% | -$81.5K | 0.34% | 96 |
|
|
2022
Q4 | $2.19M | Sell |
14,817
-417
| -3% | -$61.6K | 0.34% | 92 |
|
|
2022
Q3 | $2.06M | Sell |
15,234
-292
| -2% | -$39.4K | 0.33% | 98 |
|
|
2022
Q2 | $2.15M | Sell |
15,526
-2,851
| -16% | -$395K | 0.35% | 85 |
|
|
2022
Q1 | $3.44M | Sell |
18,377
-527
| -3% | -$98.5K | 0.43% | 65 |
|
|
2021
Q4 | $3.09M | Sell |
18,904
-2,331
| -11% | -$381K | 0.35% | 86 |
|
|
2021
Q3 | $3.56M | Hold |
21,235
| – | – | 0.44% | 67 |
|
|
2021
Q2 | $3.51M | Sell |
21,235
-2,182
| -9% | -$361K | 0.41% | 75 |
|
|
2021
Q1 | $3.31M | Sell |
23,417
-17
| -0.1% | -$2.4K | 0.4% | 70 |
|
|
2020
Q4 | $2.83M | Sell |
23,434
-3,336
| -12% | -$403K | 0.35% | 89 |
|
|
2020
Q3 | $2.68M | Sell |
26,770
-2,233
| -8% | -$224K | 0.38% | 69 |
|
|
2020
Q2 | $2.76M | Buy |
29,003
+14,195
| +96% | +$1.35M | 0.45% | 66 |
|
|
2020
Q1 | $1.27M | Buy |
+14,808
| New | +$1.27M | 0.26% | 128 |
|
|
2019
Q2 | – | Sell |
-56
| Closed | -$6K | – | 478 |
|
|
2019
Q1 | $6K | Sell |
56
-50
| -47% | -$5.36K | ﹤0.01% | 458 |
|
|
2018
Q4 | $10K | Buy |
+106
| New | +$10K | ﹤0.01% | 445 |
|
|
2018
Q3 | – | Sell |
-5,466
| Closed | -$536K | – | 404 |
|
|
2018
Q2 | $536K | Sell |
5,466
-242
| -4% | -$23.7K | 0.07% | 286 |
|
|
2018
Q1 | $532K | Sell |
5,708
-140
| -2% | -$13K | 0.07% | 263 |
|
|
2017
Q4 | $581K | Buy |
5,848
+348
| +6% | +$34.6K | 0.08% | 261 |
|
|
2017
Q3 | $498K | Hold |
5,500
| – | – | 0.07% | 260 |
|
|
2017
Q2 | $463K | Hold |
5,500
| – | – | 0.07% | 262 |
|
|
2017
Q1 | $435K | Sell |
5,500
-2,608
| -32% | -$206K | 0.07% | 278 |
|
|
2016
Q4 | $601K | Buy |
8,108
+2,875
| +55% | +$213K | 0.1% | 229 |
|
|
2016
Q3 | $335K | Sell |
5,233
-100
| -2% | -$6.4K | 0.05% | 288 |
|
|
2016
Q2 | $324K | Sell |
5,333
-3,185
| -37% | -$194K | 0.05% | 278 |
|
|
2016
Q1 | $523K | Buy |
8,518
+3,185
| +60% | +$196K | 0.09% | 218 |
|
|
2015
Q4 | $371K | Hold |
5,333
| – | – | 0.06% | 259 |
|
|
2015
Q3 | $395K | Hold |
5,333
| – | – | 0.06% | 252 |
|
|
2015
Q2 | $414K | Hold |
5,333
| – | – | 0.06% | 245 |
|
|
2015
Q1 | $417K | Hold |
5,333
| – | – | 0.06% | 248 |
|
|
2014
Q4 | $496K | Hold |
5,333
| – | – | 0.07% | 222 |
|
|
2014
Q3 | $467K | Hold |
5,333
| – | – | 0.07% | 231 |
|
|
2014
Q2 | $506K | Hold |
5,333
| – | – | 0.07% | 244 |
|
|
2014
Q1 | $480K | Hold |
5,333
| – | – | 0.07% | 246 |
|
|
2013
Q4 | $484K | Hold |
5,333
| – | – | 0.07% | 273 |
|
|
2013
Q3 | $403K | Hold |
5,333
| – | – | 0.06% | 279 |
|
|
2013
Q2 | $399K | Buy |
+5,333
| New | +$399K | 0.07% | 239 |
|