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Everence Capital Management’s American Express AXP Stock Holding History

Everence Capital Management’s Portfolio AXP Stock Details AXP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.04M Sell
15,794
-700
-4% -$223K 0.32% 50
2025
Q1 		$4.44M Sell
16,494
-3,210
-16% -$864K 0.3% 56
2024
Q4 		$5.85M Buy
19,704
+1,450
+8% +$430K 0.38% 38
2024
Q3 		$4.95M Hold
18,254
– – 0.31% 52
2024
Q2 		$4.27K Hold
18,254
– – 0.3% 61
2024
Q1 		$4.16K Hold
18,254
– – 0.27% 72
2023
Q4 		$3.42M Buy
18,254
+6,060
+50% +$1.14M 0.24% 80
2023
Q3 		$1.82K Sell
12,194
-5,280
-30% -$788 0.14% 128
2023
Q2 		$2.77M Hold
17,474
– – 0.23% 83
2023
Q1 		$2.88K Hold
17,474
– – 0.24% 83
2022
Q4 		$2.58K Sell
17,474
-2,280
-12% -$337 0.22% 94
2022
Q3 		$2.67M Hold
19,754
– – 0.25% 75
2022
Q2 		$2.74M Hold
19,754
– – 0.24% 77
2022
Q1 		$3.69M Buy
19,754
+3,070
+18% +$574K 0.28% 72
2021
Q4 		$2.73M Sell
16,684
-410
-2% -$67.1K 0.2% 87
2021
Q3 		$2.86M Hold
17,094
– – 0.24% 79
2021
Q2 		$2.82M Hold
17,094
– – 0.23% 80
2021
Q1 		$2.42M Hold
17,094
– – 0.22% 82
2020
Q4 		$2.07M Buy
17,094
+796
+5% +$96.3K 0.2% 83
2020
Q3 		$1.63M Hold
16,298
– – 0.18% 103
2020
Q2 		$1.55M Hold
16,298
– – 0.18% 101
2020
Q1 		$1.4M Hold
16,298
– – 0.2% 87
2019
Q4 		$2.03M Buy
16,298
+1,990
+14% +$248K 0.3% 66
2019
Q3 		$1.69M Hold
14,308
– – 0.27% 85
2019
Q2 		$1.77M Hold
14,308
– – 0.29% 80
2019
Q1 		$1.56M Sell
14,308
-2,479
-15% -$271K 0.27% 85
2018
Q4 		$1.6M Buy
16,787
+1,740
+12% +$166K 0.37% 71
2018
Q3 		$1.6M Hold
15,047
– – 0.32% 76
2018
Q2 		$1.48M Hold
15,047
– – 0.31% 77
2018
Q1 		$1.4M Hold
15,047
– – 0.31% 72
2017
Q4 		$1.49M Buy
15,047
+1,917
+15% +$190K 0.33% 75
2017
Q3 		$1.19M Hold
13,130
– – 0.27% 105
2017
Q2 		$1.11M Hold
13,130
– – 0.27% 108
2017
Q1 		$1.04M Sell
13,130
-2,590
-16% -$205K 0.27% 102
2016
Q4 		$1.17M Sell
15,720
-3,100
-16% -$230K 0.33% 85
2016
Q3 		$1.21M Hold
18,820
– – 0.36% 74
2016
Q2 		$1.14M Buy
18,820
+1,600
+9% +$97.3K 0.35% 77
2016
Q1 		$1.06M Hold
17,220
– – 0.33% 88
2015
Q4 		$1.2M Sell
17,220
-2,644
-13% -$184K 0.39% 67
2015
Q3 		$1.47M Hold
19,864
– – 0.51% 52
2015
Q2 		$1.54M Hold
19,864
– – 0.5% 55
2015
Q1 		$1.62M Hold
19,864
– – 0.54% 48
2014
Q4 		$1.85M Sell
19,864
-197
-1% -$18.3K 0.63% 42
2014
Q3 		$1.8M Hold
20,061
– – 0.66% 36
2014
Q2 		$1.9M Hold
20,061
– – 0.71% 35
2014
Q1 		$1.81M Hold
20,061
– – 0.71% 35
2013
Q4 		$1.82M Sell
20,061
-1,750
-8% -$159K 0.73% 36
2013
Q3 		$1.65M Hold
21,811
– – 0.71% 37
2013
Q2 		$1.63M Buy
+21,811
New +$1.63M 0.74% 34