Family 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 | $7.08M | Buy |
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|
2025
Q1 | $5.97M | Sell |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $6.01M | Buy |
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|
2024
Q2 | $5.13M | Buy |
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|
2024
Q1 | $5.05M | Hold |
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|
2023
Q4 | $4.15M | Hold |
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|
2023
Q3 | $3.31M | Buy |
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|
2023
Q2 | $3.86M | Hold |
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|
2023
Q1 | $3.65M | Sell |
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|
2022
Q4 | $3.28M | Sell |
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|
2022
Q3 | $3M | Hold |
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|
2022
Q2 | $3.08M | Sell |
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|
2022
Q1 | $4.23M | Buy |
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|
2021
Q4 | $3.7M | Buy |
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|
2021
Q3 | $3.74M | Sell |
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|
2021
Q2 | $3.93M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.35M | Sell |
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|
2017
Q4 | $3.69M | Sell |
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|
2017
Q3 | $3.55M | Buy |
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|
2017
Q2 | $3.3M | Buy |
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|
2017
Q1 | $1.79M | Sell |
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|
2016
Q4 | $1.77M | Buy |
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