Institutional & Family Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $55.5K | Sell |
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|
2024
Q1 | $57.3K | Hold |
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|
2023
Q4 | $47.1K | Hold |
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|
2023
Q3 | $37.5K | Hold |
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|
2023
Q2 | $43.8K | Hold |
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|
2023
Q1 | $41.4K | Hold |
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|
2022
Q4 | $37.1K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $51K | Sell |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $104K | Sell |
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|
2021
Q2 | $105K | Sell |
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|
2021
Q1 | $160K | Sell |
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|
2020
Q4 | $137K | Sell |
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|
2020
Q3 | $139K | Sell |
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|
2020
Q2 | $133K | Sell |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $368K | Sell |
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|
2019
Q1 | $327K | Sell |
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|
2018
Q4 | $635K | Sell |
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|
2018
Q3 | $713K | Buy |
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|
2018
Q2 | $655K | Buy |
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|
2018
Q1 | $605K | Buy |
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|
2017
Q4 | $592K | Sell |
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|
2017
Q3 | $582K | Buy |
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|
2017
Q2 | $342K | Buy |
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|
2017
Q1 | $320K | Buy |
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|
2016
Q4 | $299K | Sell |
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|
2016
Q3 | $259K | Sell |
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|
2016
Q2 | $250K | Buy |
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|
2016
Q1 | $283K | Hold |
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|
2015
Q4 | $283K | Buy |
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