HeadInvest LLC’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 | $9.28M | Sell |
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|
2025
Q1 | $8.75M | Sell |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $9.72M | Sell |
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|
2024
Q2 | $8.55M | Sell |
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|
2024
Q1 | $8.59M | Sell |
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|
2023
Q4 | $7.2M | Buy |
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|
2023
Q3 | $5.71M | Sell |
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|
2023
Q2 | $6.34M | Sell |
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|
2023
Q1 | $6.42M | Sell |
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|
2022
Q4 | $5.85M | Buy |
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|
2022
Q3 | $5.28M | Buy |
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|
2022
Q2 | $5.41M | Sell |
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|
2022
Q1 | $7.38M | Buy |
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|
2021
Q4 | $6.45M | Sell |
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|
2021
Q3 | $6.64M | Buy |
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|
2021
Q2 | $6.54M | Sell |
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|
2021
Q1 | $5.62M | Sell |
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|
2020
Q4 | $4.86M | Buy |
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|
2020
Q3 | $4.03M | Sell |
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|
2020
Q2 | $3.89M | Sell |
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|
2020
Q1 | $3.52M | Sell |
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|
2019
Q4 | $5.16M | Sell |
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|
2019
Q3 | $4.94M | Sell |
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|
2019
Q2 | $5.44M | Sell |
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|
2019
Q1 | $4.82M | Sell |
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|
2018
Q4 | $8.4M | Buy |
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|
2018
Q3 | $4.83M | Sell |
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|
2018
Q2 | $4.45M | Sell |
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|
2018
Q1 | $4.32M | Sell |
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|
2017
Q4 | $4.61M | Sell |
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|
2017
Q3 | $4.53M | Buy |
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|
2017
Q2 | $3.96M | Sell |
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|
2017
Q1 | $3.81M | Buy |
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|
2016
Q4 | $3.55M | Sell |
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|
2016
Q3 | $3.11M | Sell |
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|
2016
Q2 | $3.19M | Sell |
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|
2016
Q1 | $3.33M | Sell |
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|
2015
Q4 | $3.79M | Sell |
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|
2015
Q3 | $4.39M | Sell |
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|
2015
Q2 | $4.83M | Sell |
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|
2015
Q1 | $5.25M | Sell |
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|
2014
Q4 | $6.49M | Sell |
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|
2014
Q3 | $6.35M | Buy |
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|
2014
Q2 | $6.66M | Buy |
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|
2014
Q1 | $6.08M | Sell |
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|
2013
Q4 | $6.72M | Sell |
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|
2013
Q3 | $5.8M | Sell |
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|
2013
Q2 | $5.99M | Buy |
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