Excalibur 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
Q2 | $2.28M | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.18M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.11M | Hold |
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|
2022
Q2 | $1.14M | Hold |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $1.36M | Hold |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $999K | Sell |
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|
2020
Q3 | $935K | Sell |
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|
2020
Q2 | $922K | Sell |
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|
2020
Q1 | $834K | Sell |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $681K | Hold |
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|
2019
Q2 | $711K | Sell |
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|
2019
Q1 | $657K | Sell |
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|
2018
Q4 | $586K | Sell |
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|
2018
Q3 | $670K | Sell |
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|
2018
Q2 | $619K | Hold |
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|
2018
Q1 | $589K | Hold |
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|
2017
Q4 | $627K | Hold |
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|
2017
Q3 | $571K | Sell |
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|
2017
Q2 | $647K | Sell |
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|
2017
Q1 | $687K | Sell |
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|
2016
Q4 | $753K | Sell |
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|
2016
Q3 | $654K | Sell |
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|
2016
Q2 | $711K | Sell |
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|
2016
Q1 | $720K | Buy |
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|
2015
Q4 | $756K | Sell |
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|
2015
Q3 | $1.05M | Buy |
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|
2015
Q2 | $227K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $287K | Buy |
|