Evanson Asset 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 | $1.34M | Hold |
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|
2025
Q2 | $1.29M | Buy |
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|
2025
Q1 | $1.07M | Hold |
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|
2024
Q4 | $1.18M | Hold |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $923K | Buy |
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|
2024
Q1 | $908K | Sell |
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|
2023
Q4 | $786K | Buy |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $691K | Buy |
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|
2022
Q4 | $619K | Sell |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $645K | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $647K | Sell |
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|
2021
Q3 | $812K | Buy |
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|
2021
Q2 | $815K | Sell |
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|
2021
Q1 | $707K | Buy |
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|
2020
Q4 | $584K | Buy |
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|
2020
Q3 | $484K | Sell |
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|
2020
Q2 | $469K | Buy |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $460K | Hold |
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|
2019
Q3 | $437K | Sell |
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|
2019
Q2 | $458K | Hold |
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|
2019
Q1 | $405K | Hold |
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|
2018
Q4 | $353K | Buy |
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|
2018
Q3 | $382K | Hold |
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|
2018
Q2 | $351K | Hold |
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|
2018
Q1 | $335K | Hold |
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|
2017
Q4 | $356K | Sell |
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|
2017
Q3 | $328K | Hold |
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|
2017
Q2 | $305K | Sell |
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|
2017
Q1 | $432K | Buy |
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|
2016
Q4 | $393K | Hold |
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|
2016
Q3 | $340K | Sell |
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|
2016
Q2 | $327K | Buy |
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|
2016
Q1 | $326K | Buy |
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|
2015
Q4 | $240K | Buy |
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|
2015
Q3 | $251K | Hold |
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|
2015
Q2 | $263K | Hold |
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|
2015
Q1 | $265K | Sell |
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|
2014
Q4 | $362K | Buy |
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|
2014
Q3 | $296K | Hold |
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|
2014
Q2 | $321K | Hold |
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|
2014
Q1 | $305K | Buy |
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