Investment House 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
Q3 | $36.8M | Buy |
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|
2025
Q2 | $35.3M | Buy |
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|
2025
Q1 | $28.6M | Buy |
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|
2024
Q4 | $29.6M | Buy |
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|
2024
Q3 | $26.8M | Buy |
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|
2024
Q2 | $22.7M | Buy |
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|
2024
Q1 | $22M | Buy |
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|
2023
Q4 | $17M | Buy |
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|
2023
Q3 | $13.4M | Buy |
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|
2023
Q2 | $12.2M | Buy |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $991K | Buy |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.38M | Hold |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.24M | Hold |
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|
2021
Q2 | $1.22M | Hold |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $940K | Buy |
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|
2020
Q3 | $762K | Sell |
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|
2020
Q2 | $787K | Sell |
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|
2020
Q1 | $817K | Sell |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $1.73M | Buy |
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|
2019
Q1 | $943K | Hold |
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|
2018
Q4 | $822K | Hold |
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|
2018
Q3 | $918K | Hold |
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|
2018
Q2 | $845K | Buy |
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|
2018
Q1 | $786K | Hold |
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|
2017
Q4 | $837K | Sell |
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|
2017
Q3 | $807K | Buy |
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|
2017
Q2 | $743K | Hold |
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|
2017
Q1 | $698K | Hold |
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|
2016
Q4 | $654K | Buy |
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|
2016
Q3 | $549K | Buy |
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|
2016
Q2 | $515K | Sell |
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|
2016
Q1 | $545K | Sell |
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|
2015
Q4 | $629K | Buy |
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|
2015
Q3 | $634K | Hold |
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|
2015
Q2 | $664K | Buy |
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|
2015
Q1 | $660K | Buy |
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|
2014
Q4 | $777K | Buy |
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|
2014
Q3 | $724K | Buy |
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|
2014
Q2 | $761K | Buy |
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|
2014
Q1 | $690K | Hold |
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|
2013
Q4 | $696K | Sell |
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|
2013
Q3 | $434K | Buy |
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|
2013
Q2 | $578K | Buy |
|