Fagan Associates’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 | $415K | Hold |
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|
2025
Q1 | $350K | Hold |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $384K | Hold |
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|
2024
Q1 | $378K | Hold |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $205K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $206K | Hold |
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|
2015
Q1 | $207K | Buy |
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|
2014
Q4 | $245K | Buy |
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|
2014
Q3 | $219K | Sell |
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|
2014
Q2 | $265K | Hold |
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|
2014
Q1 | $252K | Buy |
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