Evergreen Capital 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 | $3.11M | Buy |
9,743
+244
| +3% | +$77.8K | 0.09% | 211 |
|
|
2025
Q1 | $2.56M | Buy |
9,499
+192
| +2% | +$51.7K | 0.09% | 220 |
|
|
2024
Q4 | $2.76M | Sell |
9,307
-82
| -0.9% | -$24.3K | 0.09% | 209 |
|
|
2024
Q3 | $2.55M | Buy |
9,389
+252
| +3% | +$68.3K | 0.09% | 221 |
|
|
2024
Q2 | $2.12M | Buy |
9,137
+140
| +2% | +$32.4K | 0.08% | 231 |
|
|
2024
Q1 | $2.05M | Buy |
8,997
+265
| +3% | +$60.3K | 0.08% | 228 |
|
|
2023
Q4 | $1.64M | Sell |
8,732
-207
| -2% | -$38.8K | 0.07% | 240 |
|
|
2023
Q3 | $1.33M | Buy |
8,939
+181
| +2% | +$27K | 0.06% | 256 |
|
|
2023
Q2 | $1.53M | Buy |
8,758
+196
| +2% | +$34.1K | 0.06% | 238 |
|
|
2023
Q1 | $1.41M | Buy |
8,562
+449
| +6% | +$74.1K | 0.06% | 245 |
|
|
2022
Q4 | $1.2M | Buy |
8,113
+834
| +11% | +$123K | 0.06% | 260 |
|
|
2022
Q3 | $982K | Buy |
7,279
+691
| +10% | +$93.2K | 0.05% | 262 |
|
|
2022
Q2 | $916K | Sell |
6,588
-1,492
| -18% | -$207K | 0.05% | 257 |
|
|
2022
Q1 | $1.51M | Buy |
8,080
+695
| +9% | +$130K | 0.06% | 243 |
|
|
2021
Q4 | $1.21M | Sell |
7,385
-16
| -0.2% | -$2.62K | 0.05% | 261 |
|
|
2021
Q3 | $1.24M | Buy |
7,401
+29
| +0.4% | +$4.86K | 0.06% | 261 |
|
|
2021
Q2 | $1.22M | Sell |
7,372
-107
| -1% | -$17.7K | 0.06% | 252 |
|
|
2021
Q1 | $1.06M | Buy |
7,479
+389
| +5% | +$55K | 0.05% | 253 |
|
|
2020
Q4 | $857K | Buy |
7,090
+107
| +2% | +$12.9K | 0.05% | 235 |
|
|
2020
Q3 | $700K | Sell |
6,983
-68
| -1% | -$6.82K | 0.05% | 232 |
|
|
2020
Q2 | $671K | Sell |
7,051
-165
| -2% | -$15.7K | 0.05% | 220 |
|
|
2020
Q1 | $618K | Sell |
7,216
-2,826
| -28% | -$242K | 0.06% | 203 |
|
|
2019
Q4 | $1.25M | Buy |
10,042
+27
| +0.3% | +$3.36K | 0.1% | 153 |
|
|
2019
Q3 | $1.19M | Hold |
10,015
| – | – | 0.11% | 149 |
|
|
2019
Q2 | $1.24M | Buy |
10,015
+51
| +0.5% | +$6.29K | 0.12% | 141 |
|
|
2019
Q1 | $1.09M | Sell |
9,964
-146
| -1% | -$16K | 0.11% | 148 |
|
|
2018
Q4 | $964K | Buy |
10,110
+54
| +0.5% | +$5.15K | 0.1% | 151 |
|
|
2018
Q3 | $1.07M | Buy |
10,056
+11
| +0.1% | +$1.17K | 0.09% | 150 |
|
|
2018
Q2 | $984K | Buy |
10,045
+117
| +1% | +$11.5K | 0.09% | 150 |
|
|
2018
Q1 | $926K | Buy |
9,928
+3,324
| +50% | +$310K | 0.09% | 148 |
|
|
2017
Q4 | $655K | Buy |
+6,604
| New | +$655K | 0.07% | 163 |
|
|
2016
Q3 | – | Sell |
-4,770
| Closed | -$290K | – | 110 |
|
|
2016
Q2 | $290K | Hold |
4,770
| – | – | 0.06% | 87 |
|
|
2016
Q1 | $293K | Sell |
4,770
-32,622
| -87% | -$2M | 0.07% | 79 |
|
|
2015
Q4 | $2.6M | Sell |
37,392
-1,272
| -3% | -$88.5K | 0.62% | 49 |
|
|
2015
Q3 | $2.87M | Buy |
38,664
+1,443
| +4% | +$107K | 0.74% | 42 |
|
|
2015
Q2 | $2.89M | Buy |
37,221
+1,615
| +5% | +$126K | 0.71% | 53 |
|
|
2015
Q1 | $2.78M | Buy |
+35,606
| New | +$2.78M | 0.61% | 60 |
|