Evanson Asset 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 | $1.29M | Buy |
4,040
+51
| +1% | +$16.3K | 0.08% | 114 |
|
|
2025
Q1 | $1.07M | Hold |
3,989
| – | – | 0.08% | 116 |
|
|
2024
Q4 | $1.18M | Hold |
3,989
| – | – | 0.08% | 107 |
|
|
2024
Q3 | $1.08M | Buy |
3,989
+1
| +0% | +$271 | 0.08% | 116 |
|
|
2024
Q2 | $923K | Buy |
3,988
+2
| +0.1% | +$463 | 0.07% | 122 |
|
|
2024
Q1 | $908K | Sell |
3,986
-209
| -5% | -$47.6K | 0.07% | 121 |
|
|
2023
Q4 | $786K | Buy |
4,195
+1
| +0% | +$187 | 0.06% | 127 |
|
|
2023
Q3 | $626K | Buy |
4,194
+1
| +0% | +$149 | 0.06% | 136 |
|
|
2023
Q2 | $730K | Buy |
4,193
+2
| +0% | +$348 | 0.07% | 127 |
|
|
2023
Q1 | $691K | Buy |
4,191
+1
| +0% | +$165 | 0.07% | 123 |
|
|
2022
Q4 | $619K | Sell |
4,190
-465
| -10% | -$68.7K | 0.07% | 129 |
|
|
2022
Q3 | $628K | Buy |
4,655
+1
| +0% | +$135 | 0.07% | 125 |
|
|
2022
Q2 | $645K | Buy |
4,654
+234
| +5% | +$32.4K | 0.07% | 124 |
|
|
2022
Q1 | $827K | Buy |
4,420
+465
| +12% | +$87K | 0.08% | 115 |
|
|
2021
Q4 | $647K | Sell |
3,955
-988
| -20% | -$162K | 0.06% | 151 |
|
|
2021
Q3 | $812K | Buy |
4,943
+13
| +0.3% | +$2.14K | 0.08% | 119 |
|
|
2021
Q2 | $815K | Sell |
4,930
-67
| -1% | -$11.1K | 0.08% | 117 |
|
|
2021
Q1 | $707K | Buy |
4,997
+169
| +4% | +$23.9K | 0.1% | 128 |
|
|
2020
Q4 | $584K | Buy |
4,828
+1
| +0% | +$121 | 0.09% | 137 |
|
|
2020
Q3 | $484K | Sell |
4,827
-102
| -2% | -$10.2K | 0.09% | 136 |
|
|
2020
Q2 | $469K | Buy |
4,929
+200
| +4% | +$19K | 0.09% | 127 |
|
|
2020
Q1 | $405K | Buy |
4,729
+1,037
| +28% | +$88.8K | 0.1% | 127 |
|
|
2019
Q4 | $460K | Hold |
3,692
| – | – | 0.09% | 131 |
|
|
2019
Q3 | $437K | Sell |
3,692
-14
| -0.4% | -$1.66K | 0.09% | 134 |
|
|
2019
Q2 | $458K | Hold |
3,706
| – | – | 0.09% | 127 |
|
|
2019
Q1 | $405K | Hold |
3,706
| – | – | 0.08% | 141 |
|
|
2018
Q4 | $353K | Buy |
3,706
+120
| +3% | +$11.4K | 0.08% | 145 |
|
|
2018
Q3 | $382K | Hold |
3,586
| – | – | 0.08% | 157 |
|
|
2018
Q2 | $351K | Hold |
3,586
| – | – | 0.07% | 174 |
|
|
2018
Q1 | $335K | Hold |
3,586
| – | – | 0.07% | 176 |
|
|
2017
Q4 | $356K | Sell |
3,586
-36
| -1% | -$3.57K | 0.07% | 170 |
|
|
2017
Q3 | $328K | Hold |
3,622
| – | – | 0.07% | 161 |
|
|
2017
Q2 | $305K | Sell |
3,622
-1,841
| -34% | -$155K | 0.07% | 165 |
|
|
2017
Q1 | $432K | Buy |
5,463
+161
| +3% | +$12.7K | 0.11% | 129 |
|
|
2016
Q4 | $393K | Hold |
5,302
| – | – | 0.11% | 134 |
|
|
2016
Q3 | $340K | Sell |
5,302
-81
| -2% | -$5.19K | 0.1% | 141 |
|
|
2016
Q2 | $327K | Buy |
5,383
+81
| +2% | +$4.92K | 0.1% | 144 |
|
|
2016
Q1 | $326K | Buy |
5,302
+1,848
| +54% | +$114K | 0.11% | 135 |
|
|
2015
Q4 | $240K | Buy |
3,454
+68
| +2% | +$4.73K | 0.09% | 162 |
|
|
2015
Q3 | $251K | Hold |
3,386
| – | – | 0.09% | 160 |
|
|
2015
Q2 | $263K | Hold |
3,386
| – | – | 0.09% | 162 |
|
|
2015
Q1 | $265K | Sell |
3,386
-500
| -13% | -$39.1K | 0.09% | 154 |
|
|
2014
Q4 | $362K | Buy |
3,886
+500
| +15% | +$46.6K | 0.13% | 129 |
|
|
2014
Q3 | $296K | Hold |
3,386
| – | – | 0.12% | 142 |
|
|
2014
Q2 | $321K | Hold |
3,386
| – | – | 0.12% | 139 |
|
|
2014
Q1 | $305K | Buy |
+3,386
| New | +$305K | 0.13% | 128 |
|