GC
Gillson Capital’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
+34,320
| New | +$10.9M | 0.84% | 45 |
|
|
2022
Q2 | – | Sell |
-125,175
| Closed | -$23.4M | – | 209 |
|
|
2022
Q1 | $23.4M | Sell |
125,175
-31,481
| -20% | -$5.89M | 1.87% | 11 |
|
|
2021
Q4 | $25.6M | Buy |
156,656
+121,424
| +345% | +$19.9M | 1.67% | 13 |
|
|
2021
Q3 | $5.9M | Buy |
+35,232
| New | +$5.9M | 0.43% | 71 |
|
|
2021
Q2 | – | Sell |
-197,484
| Closed | -$27.9M | – | 221 |
|
|
2021
Q1 | $27.9M | Buy |
+197,484
| New | +$27.9M | 2.35% | 5 |
|
|
2019
Q2 | – | Sell |
-141,851
| Closed | -$15.5M | – | 84 |
|
|
2019
Q1 | $15.5M | Buy |
+141,851
| New | +$15.5M | 2% | 21 |
|
|
2017
Q4 | – | Sell |
-169,783
| Closed | -$15.4M | – | 42 |
|
|
2017
Q3 | $15.4M | Sell |
169,783
-61,316
| -27% | -$5.55M | 3.01% | 12 |
|
|
2017
Q2 | $19.5M | Buy |
231,099
+2,020
| +0.9% | +$170K | 4.48% | 7 |
|
|
2017
Q1 | $18.1M | Buy |
+229,079
| New | +$18.1M | 4.08% | 10 |
|