Grandfield & Dodd’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 | $4.23M | Sell |
13,270
-93
| -0.7% | -$29.7K | 0.25% | 62 |
|
|
2025
Q1 | $3.6M | Sell |
13,363
-27
| -0.2% | -$7.27K | 0.22% | 65 |
|
|
2024
Q4 | $3.97M | Sell |
13,390
-94
| -0.7% | -$27.9K | 0.25% | 63 |
|
|
2024
Q3 | $3.66M | Buy |
13,484
+13
| +0.1% | +$3.53K | 0.22% | 67 |
|
|
2024
Q2 | $3.12M | Sell |
13,471
-9
| -0.1% | -$2.08K | 0.2% | 68 |
|
|
2024
Q1 | $3.07M | Sell |
13,480
-320
| -2% | -$72.9K | 0.19% | 67 |
|
|
2023
Q4 | $2.59M | Sell |
13,800
-850
| -6% | -$159K | 0.18% | 70 |
|
|
2023
Q3 | $2.19M | Sell |
14,650
-108
| -0.7% | -$16.1K | 0.16% | 75 |
|
|
2023
Q2 | $2.57M | Sell |
14,758
-3,525
| -19% | -$614K | 0.18% | 71 |
|
|
2023
Q1 | $3.02M | Sell |
18,283
-620
| -3% | -$102K | 0.21% | 72 |
|
|
2022
Q4 | $2.79M | Sell |
18,903
-156
| -0.8% | -$23.1K | 0.2% | 69 |
|
|
2022
Q3 | $2.57M | Sell |
19,059
-2,323
| -11% | -$313K | 0.21% | 69 |
|
|
2022
Q2 | $2.96M | Sell |
21,382
-1,000
| -4% | -$138K | 0.23% | 69 |
|
|
2022
Q1 | $4.19M | Hold |
22,382
| – | – | 0.28% | 65 |
|
|
2021
Q4 | $3.66M | Sell |
22,382
-4
| -0% | -$654 | 0.24% | 66 |
|
|
2021
Q3 | $3.75M | Buy |
22,386
+942
| +4% | +$158K | 0.26% | 65 |
|
|
2021
Q2 | $3.54M | Hold |
21,444
| – | – | 0.25% | 65 |
|
|
2021
Q1 | $3.03M | Sell |
21,444
-367
| -2% | -$51.9K | 0.23% | 66 |
|
|
2020
Q4 | $2.64M | Buy |
21,811
+84
| +0.4% | +$10.2K | 0.21% | 67 |
|
|
2020
Q3 | $2.18M | Sell |
21,727
-214
| -1% | -$21.5K | 0.2% | 71 |
|
|
2020
Q2 | $2.09M | Sell |
21,941
-120
| -0.5% | -$11.4K | 0.2% | 71 |
|
|
2020
Q1 | $1.89M | Buy |
22,061
+90
| +0.4% | +$7.71K | 0.22% | 69 |
|
|
2019
Q4 | $2.74M | Sell |
21,971
-346
| -2% | -$43.1K | 0.25% | 69 |
|
|
2019
Q3 | $2.64M | Sell |
22,317
-388
| -2% | -$45.9K | 0.26% | 69 |
|
|
2019
Q2 | $2.8M | Sell |
22,705
-835
| -4% | -$103K | 0.28% | 69 |
|
|
2019
Q1 | $2.57M | Sell |
23,540
-100
| -0.4% | -$10.9K | 0.27% | 70 |
|
|
2018
Q4 | $2.25M | Sell |
23,640
-6
| -0% | -$572 | 0.27% | 70 |
|
|
2018
Q3 | $2.52M | Sell |
23,646
-88
| -0.4% | -$9.37K | 0.26% | 72 |
|
|
2018
Q2 | $2.33M | Sell |
23,734
-319
| -1% | -$31.3K | 0.26% | 72 |
|
|
2018
Q1 | $2.24M | Sell |
24,053
-960
| -4% | -$89.6K | 0.25% | 70 |
|
|
2017
Q4 | $2.48M | Sell |
25,013
-2,416
| -9% | -$240K | 0.27% | 69 |
|
|
2017
Q3 | $2.48M | Sell |
27,429
-3,119
| -10% | -$282K | 0.28% | 67 |
|
|
2017
Q2 | $2.57M | Sell |
30,548
-5,402
| -15% | -$455K | 0.3% | 69 |
|
|
2017
Q1 | $2.84M | Sell |
35,950
-1,710
| -5% | -$135K | 0.35% | 67 |
|
|
2016
Q4 | $2.79M | Sell |
37,660
-1,310
| -3% | -$97.1K | 0.36% | 66 |
|
|
2016
Q3 | $2.5M | Buy |
38,970
+372
| +1% | +$23.8K | 0.33% | 66 |
|
|
2016
Q2 | $2.35M | Sell |
38,598
-400
| -1% | -$24.3K | 0.33% | 63 |
|
|
2016
Q1 | $2.39M | Sell |
38,998
-230
| -0.6% | -$14.1K | 0.35% | 61 |
|
|
2015
Q4 | $2.73M | Hold |
39,228
| – | – | 0.41% | 58 |
|
|
2015
Q3 | $2.91M | Sell |
39,228
-35
| -0.1% | -$2.6K | 0.49% | 55 |
|
|
2015
Q2 | $3.05M | Sell |
39,263
-4,735
| -11% | -$368K | 0.47% | 56 |
|
|
2015
Q1 | $3.44M | Sell |
43,998
-125
| -0.3% | -$9.77K | 0.53% | 53 |
|
|
2014
Q4 | $4.11M | Buy |
44,123
+2,000
| +5% | +$186K | 0.63% | 48 |
|
|
2014
Q3 | $3.69M | Sell |
42,123
-2,625
| -6% | -$230K | 0.58% | 52 |
|
|
2014
Q2 | $4.25M | Sell |
44,748
-8,041
| -15% | -$763K | 0.64% | 51 |
|
|
2014
Q1 | $4.75M | Sell |
52,789
-469
| -0.9% | -$42.2K | 0.75% | 48 |
|
|
2013
Q4 | $4.83M | Sell |
53,258
-177
| -0.3% | -$16.1K | 0.79% | 46 |
|
|
2013
Q3 | $4.04M | Sell |
53,435
-735
| -1% | -$55.5K | 0.72% | 47 |
|
|
2013
Q2 | $4.05M | Buy |
+54,170
| New | +$4.05M | 0.77% | 44 |
|