Karpas Strategies’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 | $1.76M | Buy |
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2024
Q1 | $1.69M | Buy |
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2023
Q4 | $1.39M | Buy |
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2023
Q3 | $1.1M | Buy |
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2023
Q2 | $1.29M | Sell |
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2023
Q1 | $1.28M | Sell |
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2022
Q4 | $1.17M | Sell |
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2022
Q3 | $1.08M | Buy |
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2022
Q2 | $1.11M | Buy |
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2022
Q1 | $1.49M | Sell |
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2021
Q4 | $1.34M | Buy |
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2021
Q3 | $1.38M | Hold |
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2021
Q2 | $1.31M | Hold |
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2021
Q1 | $1.12M | Sell |
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2020
Q4 | $1.17M | Hold |
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2020
Q3 | $972K | Hold |
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2020
Q2 | $923K | Hold |
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2020
Q1 | $830K | Sell |
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2019
Q4 | $1.9M | Hold |
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2019
Q3 | $1.8M | Hold |
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2019
Q2 | $1.88M | Hold |
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2019
Q1 | $1.67M | Hold |
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2018
Q4 | $1.45M | Hold |
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2018
Q3 | $1.62M | Hold |
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2018
Q2 | $1.5M | Hold |
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2018
Q1 | $1.42M | Hold |
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2017
Q4 | $1.51M | Hold |
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2017
Q3 | $1.38M | Hold |
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2017
Q2 | $1.28M | Hold |
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2017
Q1 | $1.21M | Hold |
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2016
Q4 | $1.13M | Hold |
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2016
Q3 | $977K | Sell |
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2016
Q2 | $990K | Sell |
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2016
Q1 | $1.02M | Hold |
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2015
Q4 | $1.16M | Hold |
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2015
Q3 | $1.23M | Hold |
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2015
Q2 | $1.29M | Hold |
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2015
Q1 | $1.3M | Hold |
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2014
Q4 | $1.54M | Hold |
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2014
Q3 | $1.45M | Hold |
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2014
Q2 | $1.57M | Hold |
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2014
Q1 | $1.49M | Hold |
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2013
Q4 | $1.51M | Hold |
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2013
Q3 | $1.25M | Hold |
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2013
Q2 | $1.24M | Buy |
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