Ironwood Investment Counsel’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 | $12.4M | Buy |
38,947
+358
| +0.9% | +$114K | 1.92% | 7 |
|
2025
Q1 | $10.4M | Sell |
38,589
-413
| -1% | -$111K | 1.79% | 8 |
|
2024
Q4 | $11.6M | Sell |
39,002
-774
| -2% | -$230K | 1.98% | 6 |
|
2024
Q3 | $10.8M | Sell |
39,776
-524
| -1% | -$142K | 1.8% | 7 |
|
2024
Q2 | $9.33M | Sell |
40,300
-606
| -1% | -$140K | 1.67% | 8 |
|
2024
Q1 | $9.31M | Buy |
40,906
+12
| +0% | +$2.73K | 1.62% | 12 |
|
2023
Q4 | $7.66M | Sell |
40,894
-1,285
| -3% | -$241K | 1.43% | 15 |
|
2023
Q3 | $6.29M | Sell |
42,179
-394
| -0.9% | -$58.8K | 1.32% | 18 |
|
2023
Q2 | $7.42M | Sell |
42,573
-16
| -0% | -$2.79K | 1.67% | 13 |
|
2023
Q1 | $7.03M | Sell |
42,589
-1,103
| -3% | -$182K | 1.67% | 11 |
|
2022
Q4 | $6.46M | Buy |
43,692
+1,128
| +3% | +$167K | 1.57% | 14 |
|
2022
Q3 | $5.74M | Buy |
42,564
+1,105
| +3% | +$149K | 1.64% | 15 |
|
2022
Q2 | $5.75M | Sell |
41,459
-289
| -0.7% | -$40.1K | 1.62% | 15 |
|
2022
Q1 | $7.81M | Sell |
41,748
-499
| -1% | -$93.3K | 1.92% | 9 |
|
2021
Q4 | $6.91M | Buy |
42,247
+415
| +1% | +$67.9K | 1.58% | 16 |
|
2021
Q3 | $7.01M | Buy |
41,832
+56
| +0.1% | +$9.38K | 1.8% | 13 |
|
2021
Q2 | $6.9M | Buy |
41,776
+291
| +0.7% | +$48.1K | 1.83% | 10 |
|
2021
Q1 | $5.87M | Sell |
41,485
-32,001
| -44% | -$4.53M | 1.68% | 12 |
|
2020
Q4 | $8.89M | Buy |
73,486
+1,276
| +2% | +$154K | 2.02% | 9 |
|
2020
Q3 | $7.24M | Buy |
72,210
+2,355
| +3% | +$236K | 1.96% | 9 |
|
2020
Q2 | $6.65M | Buy |
69,855
+6,113
| +10% | +$582K | 2.03% | 8 |
|
2020
Q1 | $5.46M | Buy |
63,742
+4,807
| +8% | +$411K | 2.15% | 8 |
|
2019
Q4 | $7.34M | Buy |
58,935
+183
| +0.3% | +$22.8K | 2.51% | 6 |
|
2019
Q3 | $6.95M | Sell |
58,752
-386
| -0.7% | -$45.7K | 2.56% | 6 |
|
2019
Q2 | $7.3M | Buy |
59,138
+66
| +0.1% | +$8.15K | 2.78% | 6 |
|
2019
Q1 | $6.46M | Buy |
59,072
+953
| +2% | +$104K | 2.54% | 7 |
|
2018
Q4 | $5.54M | Sell |
58,119
-1,057
| -2% | -$101K | 2.43% | 8 |
|
2018
Q3 | $6.3M | Sell |
59,176
-293
| -0.5% | -$31.2K | 2.44% | 7 |
|
2018
Q2 | $5.83M | Sell |
59,469
-890
| -1% | -$87.2K | 2.54% | 7 |
|
2018
Q1 | $5.63M | Sell |
60,359
-2,943
| -5% | -$275K | 2.51% | 9 |
|
2017
Q4 | $6.29M | Buy |
63,302
+127
| +0.2% | +$12.6K | 2.32% | 11 |
|
2017
Q3 | $5.72M | Sell |
63,175
-375
| -0.6% | -$33.9K | 2.31% | 11 |
|
2017
Q2 | $5.35M | Buy |
63,550
+2,790
| +5% | +$235K | 2.02% | 11 |
|
2017
Q1 | $4.81M | Buy |
60,760
+940
| +2% | +$74.4K | 2.01% | 13 |
|
2016
Q4 | $4.43M | Buy |
59,820
+2,877
| +5% | +$213K | 1.97% | 12 |
|
2016
Q3 | $3.65M | Buy |
56,943
+31,105
| +120% | +$1.99M | 1.71% | 15 |
|
2016
Q2 | $1.57M | Sell |
25,838
-24,886
| -49% | -$1.51M | 0.92% | 35 |
|
2016
Q1 | $3.11M | Buy |
50,724
+20,190
| +66% | +$1.24M | 1.63% | 16 |
|
2015
Q4 | $2.12M | Buy |
30,534
+3,471
| +13% | +$241K | 1.22% | 26 |
|
2015
Q3 | $2.01M | Sell |
27,063
-95
| -0.3% | -$7.04K | 1.09% | 29 |
|
2015
Q2 | $2.11M | Sell |
27,158
-418
| -2% | -$32.5K | 1.07% | 28 |
|
2015
Q1 | $2.15M | Buy |
27,576
+6,036
| +28% | +$471K | 1.1% | 29 |
|
2014
Q4 | $2M | Sell |
21,540
-195
| -0.9% | -$18.1K | 1.01% | 31 |
|
2014
Q3 | $1.9M | Buy |
+21,735
| New | +$1.9M | 1.01% | 34 |
|
2014
Q2 | – | Sell |
-23,540
| Closed | -$2.12M | – | 142 |
|
2014
Q1 | $2.12M | Sell |
23,540
-3,142
| -12% | -$283K | 1.16% | 30 |
|
2013
Q4 | $2.42M | Sell |
26,682
-1,664
| -6% | -$151K | 1.37% | 24 |
|
2013
Q3 | $2.14M | Sell |
28,346
-2,055
| -7% | -$155K | 1.41% | 25 |
|
2013
Q2 | $2.27M | Buy |
+30,401
| New | +$2.27M | 1.47% | 24 |
|