James Investment Research’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20	Closed	-$3K	–	298
2023 Q1	$3K	Hold	20	–	–	﹤0.01%	510
2022 Q4	$3K	Hold	20	–	–	﹤0.01%	504
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	484
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	469
2022 Q1	$4K	Sell	20 -1	-5%	-$181	﹤0.01%	459
2021 Q4	$3K	Hold	21	–	–	﹤0.01%	476
2021 Q3	$4K	Hold	21	–	–	﹤0.01%	455
2021 Q2	$3K	Hold	21	–	–	﹤0.01%	471
2021 Q1	$3K	Buy	+21	New	+$2.77K	﹤0.01%	452
2018 Q3	–	Sell	-19,815	Closed	-$1.94M	–	788
2018 Q2	$1.94M	Buy	+19,815	New	+$1.95M	0.07%	380
2016 Q3	–	Sell	-6	Closed	–	–	558
2016 Q2	$0	Buy	+6	New	+$380	﹤0.01%	530
2015 Q1	–	Sell	-433	Closed	-$40K	–	518
2014 Q4	$40K	Buy	+433	New	+$38.8K	﹤0.01%	392
2014 Q2	–	Sell	-425	Closed	-$38K	–	510
2014 Q1	$38K	Sell	425 -250	-37%	-$22.3K	﹤0.01%	391
2013 Q4	$61K	Hold	675	–	–	﹤0.01%	362
2013 Q3	$51K	Hold	675	–	–	﹤0.01%	365
2013 Q2	$50K	Buy	+675	New	+$48K	﹤0.01%	365