Independent Investors Inc’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 | $3.83M | Hold |
12,000
| – | – | 0.83% | 22 |
|
|
2025
Q1 | $3.23M | Hold |
12,000
| – | – | 0.69% | 22 |
|
|
2024
Q4 | $3.56M | Hold |
12,000
| – | – | 0.7% | 22 |
|
|
2024
Q3 | $3.25M | Hold |
12,000
| – | – | 0.66% | 24 |
|
|
2024
Q2 | $2.78M | Hold |
12,000
| – | – | 0.61% | 24 |
|
|
2024
Q1 | $2.73M | Hold |
12,000
| – | – | 0.65% | 25 |
|
|
2023
Q4 | $2.25M | Hold |
12,000
| – | – | 0.52% | 26 |
|
|
2023
Q3 | $1.79M | Hold |
12,000
| – | – | 0.45% | 30 |
|
|
2023
Q2 | $2.09M | Hold |
12,000
| – | – | 0.48% | 28 |
|
|
2023
Q1 | $1.98M | Hold |
12,000
| – | – | 0.49% | 29 |
|
|
2022
Q4 | $1.77M | Hold |
12,000
| – | – | 0.49% | 33 |
|
|
2022
Q3 | $1.62M | Hold |
12,000
| – | – | 0.46% | 34 |
|
|
2022
Q2 | $1.66M | Sell |
12,000
-3,000
| -20% | -$416K | 0.45% | 35 |
|
|
2022
Q1 | $2.81M | Hold |
15,000
| – | – | 0.62% | 26 |
|
|
2021
Q4 | $2.45M | Sell |
15,000
-14
| -0.1% | -$2.29K | 0.52% | 30 |
|
|
2021
Q3 | $2.52M | Hold |
15,014
| – | – | 0.63% | 29 |
|
|
2021
Q2 | $2.48M | Hold |
15,014
| – | – | 0.61% | 30 |
|
|
2021
Q1 | $2.12M | Sell |
15,014
-500
| -3% | -$70.7K | 0.56% | 34 |
|
|
2020
Q4 | $1.88M | Hold |
15,514
| – | – | 0.5% | 35 |
|
|
2020
Q3 | $1.56M | Hold |
15,514
| – | – | 0.45% | 37 |
|
|
2020
Q2 | $1.48M | Hold |
15,514
| – | – | 0.5% | 39 |
|
|
2020
Q1 | $1.33M | Hold |
15,514
| – | – | 0.55% | 38 |
|
|
2019
Q4 | $1.93M | Hold |
15,514
| – | – | 0.64% | 35 |
|
|
2019
Q3 | $1.83M | Hold |
15,514
| – | – | 0.69% | 34 |
|
|
2019
Q2 | $1.92M | Hold |
15,514
| – | – | 0.74% | 32 |
|
|
2019
Q1 | $1.7M | Hold |
15,514
| – | – | 0.66% | 35 |
|
|
2018
Q4 | $1.48M | Hold |
15,514
| – | – | 0.64% | 36 |
|
|
2018
Q3 | $1.65M | Hold |
15,514
| – | – | 0.58% | 38 |
|
|
2018
Q2 | $1.52M | Hold |
15,514
| – | – | 0.6% | 39 |
|
|
2018
Q1 | $1.45M | Hold |
15,514
| – | – | 0.58% | 40 |
|
|
2017
Q4 | $1.54M | Sell |
15,514
-400
| -3% | -$39.7K | 0.6% | 40 |
|
|
2017
Q3 | $1.44M | Hold |
15,914
| – | – | 0.6% | 43 |
|
|
2017
Q2 | $1.34M | Hold |
15,914
| – | – | 0.58% | 41 |
|
|
2017
Q1 | $1.26M | Buy |
15,914
+400
| +3% | +$31.6K | 0.54% | 46 |
|
|
2016
Q4 | $1.15M | Hold |
15,514
| – | – | 0.53% | 46 |
|
|
2016
Q3 | $993K | Buy |
15,514
+14
| +0.1% | +$896 | 0.46% | 50 |
|
|
2016
Q2 | $941K | Hold |
15,500
| – | – | 0.46% | 51 |
|
|
2016
Q1 | $951K | Hold |
15,500
| – | – | 0.46% | 48 |
|
|
2015
Q4 | $1.08M | Sell |
15,500
-1,000
| -6% | -$69.5K | 0.52% | 49 |
|
|
2015
Q3 | $1.22M | Hold |
16,500
| – | – | 0.61% | 42 |
|
|
2015
Q2 | $1.28M | Hold |
16,500
| – | – | 0.58% | 44 |
|
|
2015
Q1 | $1.29M | Hold |
16,500
| – | – | 0.58% | 43 |
|
|
2014
Q4 | $1.54M | Hold |
16,500
| – | – | 0.68% | 40 |
|
|
2014
Q3 | $1.44M | Hold |
16,500
| – | – | 0.65% | 43 |
|
|
2014
Q2 | $1.57M | Hold |
16,500
| – | – | 0.71% | 43 |
|
|
2014
Q1 | $1.49M | Hold |
16,500
| – | – | 0.71% | 41 |
|
|
2013
Q4 | $1.5M | Hold |
16,500
| – | – | 0.72% | 41 |
|
|
2013
Q3 | $1.25M | Sell |
16,500
-400
| -2% | -$30.2K | 0.66% | 42 |
|
|
2013
Q2 | $1.26M | Buy |
+16,900
| New | +$1.26M | 0.7% | 41 |
|