EWM
Evercore Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
13,592
-235
| -2% | -$75K | 0.07% | 110 |
|
|
2025
Q1 | $3.72M | Sell |
13,827
-204
| -1% | -$54.9K | 0.06% | 119 |
|
|
2024
Q4 | $4.16M | Buy |
14,031
+343
| +3% | +$102K | 0.06% | 115 |
|
|
2024
Q3 | $3.71M | Sell |
13,688
-560
| -4% | -$152K | 0.06% | 120 |
|
|
2024
Q2 | $3.3M | Sell |
14,248
-237
| -2% | -$54.9K | 0.05% | 123 |
|
|
2024
Q1 | $3.3M | Sell |
14,485
-279
| -2% | -$63.5K | 0.05% | 124 |
|
|
2023
Q4 | $2.77M | Sell |
14,764
-163
| -1% | -$30.5K | 0.05% | 139 |
|
|
2023
Q3 | $2.23M | Buy |
14,927
+632
| +4% | +$94.3K | 0.04% | 144 |
|
|
2023
Q2 | $2.49M | Sell |
14,295
-824
| -5% | -$144K | 0.05% | 140 |
|
|
2023
Q1 | $2.49M | Sell |
15,119
-233
| -2% | -$38.4K | 0.05% | 139 |
|
|
2022
Q4 | $2.27M | Sell |
15,352
-59
| -0.4% | -$8.72K | 0.05% | 144 |
|
|
2022
Q3 | $2.08M | Buy |
15,411
+107
| +0.7% | +$14.4K | 0.05% | 141 |
|
|
2022
Q2 | $2.12M | Buy |
15,304
+230
| +2% | +$31.9K | 0.04% | 141 |
|
|
2022
Q1 | $2.82M | Sell |
15,074
-192
| -1% | -$35.9K | 0.05% | 137 |
|
|
2021
Q4 | $2.5M | Sell |
15,266
-165
| -1% | -$27K | 0.04% | 150 |
|
|
2021
Q3 | $2.59M | Sell |
15,431
-785
| -5% | -$132K | 0.05% | 151 |
|
|
2021
Q2 | $2.68M | Sell |
16,216
-154
| -0.9% | -$25.4K | 0.05% | 151 |
|
|
2021
Q1 | $2.32M | Buy |
16,370
+223
| +1% | +$31.5K | 0.05% | 156 |
|
|
2020
Q4 | $1.95M | Sell |
16,147
-1,368
| -8% | -$165K | 0.04% | 160 |
|
|
2020
Q3 | $1.76M | Sell |
17,515
-306
| -2% | -$30.7K | 0.04% | 154 |
|
|
2020
Q2 | $1.7M | Buy |
17,821
+1,749
| +11% | +$167K | 0.05% | 155 |
|
|
2020
Q1 | $1.38M | Buy |
16,072
+1,131
| +8% | +$96.8K | 0.05% | 158 |
|
|
2019
Q4 | $1.86M | Sell |
14,941
-452
| -3% | -$56.3K | 0.05% | 160 |
|
|
2019
Q3 | $1.82M | Buy |
15,393
+4,743
| +45% | +$561K | 0.05% | 155 |
|
|
2019
Q2 | $1.31M | Sell |
10,650
-208
| -2% | -$25.7K | 0.04% | 176 |
|
|
2019
Q1 | $1.19M | Buy |
10,858
+3,534
| +48% | +$386K | 0.04% | 184 |
|
|
2018
Q4 | $698K | Sell |
7,324
-3,316
| -31% | -$316K | 0.03% | 216 |
|
|
2018
Q3 | $1.13M | Sell |
10,640
-211
| -2% | -$22.5K | 0.04% | 182 |
|
|
2018
Q2 | $1.06M | Buy |
10,851
+3,377
| +45% | +$331K | 0.04% | 188 |
|
|
2018
Q1 | $697K | Hold |
7,474
| – | – | 0.03% | 210 |
|
|
2017
Q4 | $743K | Sell |
7,474
-487
| -6% | -$48.4K | 0.03% | 214 |
|
|
2017
Q3 | $720K | Sell |
7,961
-490
| -6% | -$44.3K | 0.03% | 211 |
|
|
2017
Q2 | $711K | Sell |
8,451
-789
| -9% | -$66.4K | 0.03% | 211 |
|
|
2017
Q1 | $732K | Sell |
9,240
-5,474
| -37% | -$434K | 0.03% | 215 |
|
|
2016
Q4 | $1.09M | Sell |
14,714
-5,286
| -26% | -$392K | 0.05% | 169 |
|
|
2016
Q3 | $1.28M | Sell |
20,000
-1,555
| -7% | -$99.6K | 0.05% | 161 |
|
|
2016
Q2 | $1.31M | Sell |
21,555
-8,946
| -29% | -$543K | 0.06% | 156 |
|
|
2016
Q1 | $1.87M | Sell |
30,501
-217,450
| -88% | -$13.3M | 0.08% | 130 |
|
|
2015
Q4 | $17.2M | Sell |
247,951
-27,523
| -10% | -$1.91M | 0.8% | 41 |
|
|
2015
Q3 | $20.4M | Buy |
275,474
+14,449
| +6% | +$1.07M | 0.98% | 38 |
|
|
2015
Q2 | $20.3M | Sell |
261,025
-2,515
| -1% | -$196K | 0.92% | 38 |
|
|
2015
Q1 | $20.6M | Sell |
263,540
-87,162
| -25% | -$6.81M | 0.95% | 41 |
|
|
2014
Q4 | $32.6M | Buy |
350,702
+8,338
| +2% | +$776K | 1.63% | 15 |
|
|
2014
Q3 | $30M | Buy |
342,364
+17,851
| +6% | +$1.56M | 1.5% | 15 |
|
|
2014
Q2 | $30.8M | Buy |
324,513
+15,016
| +5% | +$1.42M | 1.59% | 11 |
|
|
2014
Q1 | $27.9M | Sell |
309,497
-12,469
| -4% | -$1.12M | 1.56% | 12 |
|
|
2013
Q4 | $29.2M | Sell |
321,966
-28,404
| -8% | -$2.58M | 1.61% | 8 |
|
|
2013
Q3 | $26.5M | Sell |
350,370
-25,382
| -7% | -$1.92M | 1.52% | 9 |
|
|
2013
Q2 | $28.1M | Buy |
+375,752
| New | +$28.1M | 1.59% | 7 |
|