Guardian Investment Management’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 | – | Sell |
-4,092
| Closed | -$1.1M | – | 53 |
|
|
2025
Q1 | $1.1M | Sell |
4,092
-250
| -6% | -$67.3K | 0.93% | 29 |
|
|
2024
Q4 | $1.29M | Sell |
4,342
-25
| -0.6% | -$7.42K | 0.92% | 29 |
|
|
2024
Q3 | $1.18M | Hold |
4,367
| – | – | 1.02% | 30 |
|
|
2024
Q2 | $1.01M | Hold |
4,367
| – | – | 0.72% | 38 |
|
|
2024
Q1 | $994K | Sell |
4,367
-250
| -5% | -$56.9K | 0.8% | 37 |
|
|
2023
Q4 | $865K | Buy |
+4,617
| New | +$865K | 0.73% | 38 |
|
|
2023
Q3 | – | Sell |
-4,692
| Closed | -$817K | – | 54 |
|
|
2023
Q2 | $817K | Buy |
+4,692
| New | +$817K | 0.7% | 40 |
|
|
2016
Q4 | – | Sell |
-29,764
| Closed | -$1.81M | – | 56 |
|
|
2016
Q3 | $1.81M | Hold |
29,764
| – | – | 2.01% | 17 |
|
|
2016
Q2 | $1.81M | Sell |
29,764
-2,563
| -8% | -$156K | 2.01% | 17 |
|
|
2016
Q1 | $1.98M | Sell |
32,327
-2,903
| -8% | -$178K | 2.27% | 14 |
|
|
2015
Q4 | $2.45M | Buy |
35,230
+1
| +0% | +$70 | 2.63% | 13 |
|
|
2015
Q3 | $2.6M | Buy |
35,229
+229
| +0.7% | +$16.9K | 2.89% | 11 |
|
|
2015
Q2 | $2.74M | Buy |
35,000
+10,860
| +45% | +$851K | 3.06% | 11 |
|
|
2015
Q1 | $1.88M | Hold |
24,140
| – | – | 2.09% | 16 |
|
|
2014
Q4 | $2.24M | Hold |
24,140
| – | – | 2.36% | 12 |
|
|
2014
Q3 | $2.17M | Hold |
24,140
| – | – | 2.52% | 13 |
|
|
2014
Q2 | $2.29M | Hold |
24,140
| – | – | 2.5% | 12 |
|
|
2014
Q1 | $2.17M | Hold |
24,140
| – | – | 2.52% | 13 |
|
|
2013
Q4 | $2.16M | Hold |
24,140
| – | – | 2.4% | 11 |
|
|
2013
Q3 | $1.82M | Hold |
24,140
| – | – | 2.48% | 13 |
|
|
2013
Q2 | $1.73M | Buy |
+24,140
| New | +$1.73M | 2.49% | 13 |
|