F.L. Putnam Investment 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 | $2.17M | Sell |
6,797
-260
| -4% | -$82.9K | 0.04% | 236 |
|
|
2025
Q1 | $1.9M | Sell |
7,057
-78
| -1% | -$21K | 0.04% | 246 |
|
|
2024
Q4 | $2.12M | Sell |
7,135
-5,165
| -42% | -$1.53M | 0.04% | 237 |
|
|
2024
Q3 | $2.79M | Buy |
12,300
+4,891
| +66% | +$1.11M | 0.05% | 212 |
|
|
2024
Q2 | $1.72M | Buy |
7,409
+935
| +14% | +$216K | 0.03% | 261 |
|
|
2024
Q1 | $1.47M | Sell |
6,474
-168
| -3% | -$38.3K | 0.03% | 230 |
|
|
2023
Q4 | $1.24M | Buy |
6,642
+283
| +4% | +$53K | 0.03% | 239 |
|
|
2023
Q3 | $949K | Buy |
6,359
+206
| +3% | +$30.7K | 0.03% | 268 |
|
|
2023
Q2 | $1.07M | Buy |
6,153
+544
| +10% | +$94.8K | 0.03% | 270 |
|
|
2023
Q1 | $925K | Buy |
5,609
+762
| +16% | +$126K | 0.03% | 239 |
|
|
2022
Q4 | $716K | Buy |
4,847
+302
| +7% | +$44.6K | 0.03% | 252 |
|
|
2022
Q3 | $613K | Sell |
4,545
-44
| -1% | -$5.93K | 0.02% | 254 |
|
|
2022
Q2 | $636K | Sell |
4,589
-133
| -3% | -$18.4K | 0.02% | 260 |
|
|
2022
Q1 | $883K | Sell |
4,722
-132
| -3% | -$24.7K | 0.03% | 232 |
|
|
2021
Q4 | $794K | Buy |
4,854
+263
| +6% | +$43K | 0.02% | 247 |
|
|
2021
Q3 | $769K | Sell |
4,591
-94
| -2% | -$15.7K | 0.03% | 234 |
|
|
2021
Q2 | $774K | Sell |
4,685
-7,600
| -62% | -$1.26M | 0.03% | 242 |
|
|
2021
Q1 | $1.74M | Sell |
12,285
-32
| -0.3% | -$4.53K | 0.08% | 149 |
|
|
2020
Q4 | $1.49M | Sell |
12,317
-26
| -0.2% | -$3.14K | 0.07% | 143 |
|
|
2020
Q3 | $1.24M | Buy |
12,343
+81
| +0.7% | +$8.12K | 0.07% | 133 |
|
|
2020
Q2 | $1.17M | Sell |
12,262
-152
| -1% | -$14.5K | 0.07% | 134 |
|
|
2020
Q1 | $1.06M | Buy |
12,414
+260
| +2% | +$22.3K | 0.08% | 138 |
|
|
2019
Q4 | $1.51M | Buy |
12,154
+7,937
| +188% | +$988K | 0.09% | 137 |
|
|
2019
Q3 | $499K | Buy |
4,217
+1,523
| +57% | +$180K | 0.04% | 198 |
|
|
2019
Q2 | $333K | Sell |
2,694
-309
| -10% | -$38.2K | 0.03% | 188 |
|
|
2019
Q1 | $328K | Sell |
3,003
-552
| -16% | -$60.3K | 0.03% | 186 |
|
|
2018
Q4 | $339K | Sell |
3,555
-325
| -8% | -$31K | 0.04% | 173 |
|
|
2018
Q3 | $413K | Sell |
3,880
-194
| -5% | -$20.7K | 0.04% | 162 |
|
|
2018
Q2 | $399K | Buy |
4,074
+1,609
| +65% | +$158K | 0.04% | 169 |
|
|
2018
Q1 | $230K | Buy |
+2,465
| New | +$230K | 0.02% | 222 |
|