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Grassi Investment Management’s American Express AXP Stock Holding History

Grassi Investment Management’s Portfolio AXP Stock Details AXP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.04M Hold
22,060
– – 0.56% 43
2025
Q1 		$5.94M Sell
22,060
-400
-2% -$108K 0.55% 45
2024
Q4 		$6.67M Hold
22,460
– – 0.57% 43
2024
Q3 		$6.09M Hold
22,460
– – 0.53% 45
2024
Q2 		$5.2M Sell
22,460
-500
-2% -$116K 0.46% 48
2024
Q1 		$5.23M Hold
22,960
– – 0.47% 48
2023
Q4 		$4.3M Hold
22,960
– – 0.45% 49
2023
Q3 		$3.43M Hold
22,960
– – 0.39% 57
2023
Q2 		$4M Hold
22,960
– – 0.44% 56
2023
Q1 		$3.79M Hold
22,960
– – 0.47% 54
2022
Q4 		$3.39M Hold
22,960
– – 0.46% 55
2022
Q3 		$3.1M Hold
22,960
– – 0.45% 60
2022
Q2 		$3.18M Hold
22,960
– – 0.42% 60
2022
Q1 		$4.29M Hold
22,960
– – 0.45% 62
2021
Q4 		$3.76M Hold
22,960
– – 0.38% 61
2021
Q3 		$3.85M Hold
22,960
– – 0.43% 62
2021
Q2 		$3.79M Hold
22,960
– – 0.41% 62
2021
Q1 		$3.25M Hold
22,960
– – 0.37% 62
2020
Q4 		$2.78M Hold
22,960
– – 0.35% 62
2020
Q3 		$2.3M Sell
22,960
-100
-0.4% -$10K 0.33% 61
2020
Q2 		$2.2M Buy
23,060
+10
+0% +$952 0.32% 65
2020
Q1 		$1.97M Hold
23,050
– – 0.35% 65
2019
Q4 		$2.87M Hold
23,050
– – 0.39% 64
2019
Q3 		$2.73M Hold
23,050
– – 0.41% 62
2019
Q2 		$2.85M Hold
23,050
– – 0.42% 65
2019
Q1 		$2.52M Sell
23,050
-100
-0.4% -$10.9K 0.37% 64
2018
Q4 		$2.21M Hold
23,150
– – 0.38% 63
2018
Q3 		$2.47M Sell
23,150
-300
-1% -$31.9K 0.36% 64
2018
Q2 		$2.3M Hold
23,450
– – 0.37% 63
2018
Q1 		$2.19M Hold
23,450
– – 0.35% 64
2017
Q4 		$2.33M Hold
23,450
– – 0.38% 66
2017
Q3 		$2.12M Hold
23,450
– – 0.36% 66
2017
Q2 		$1.98M Hold
23,450
– – 0.35% 70
2017
Q1 		$1.86M Buy
23,450
+15
+0.1% +$1.19K 0.32% 73
2016
Q4 		$1.74M Hold
23,435
– – 0.32% 72
2016
Q3 		$1.5M Hold
23,435
– – 0.28% 72
2016
Q2 		$1.42M Hold
23,435
– – 0.27% 72
2016
Q1 		$1.44M Buy
23,435
+50
+0.2% +$3.07K 0.29% 78
2015
Q4 		$1.63M Hold
23,385
– – 0.33% 78
2015
Q3 		$1.73M Sell
23,385
-1,150
-5% -$85.3K 0.37% 74
2015
Q2 		$1.91M Hold
24,535
– – 0.36% 80
2015
Q1 		$1.92M Sell
24,535
-200
-0.8% -$15.6K 0.36% 82
2014
Q4 		$2.3M Hold
24,735
– – 0.4% 74
2014
Q3 		$2.17M Sell
24,735
-200
-0.8% -$17.5K 0.41% 75
2014
Q2 		$2.37M Hold
24,935
– – 0.52% 74
2014
Q1 		$2.25M Hold
24,935
– – 0.53% 72
2013
Q4 		$2.26M Hold
24,935
– – 0.54% 72
2013
Q3 		$1.88M Hold
24,935
– – 0.5% 74
2013
Q2 		$1.86M Buy
+24,935
New +$1.86M 0.5% 76