Karpas Strategies’s American Express AXP Stock Holding History

Karpas Strategies’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.76M	Buy
2024 Q1	$1.69M	Buy
2023 Q4	$1.39M	Buy
2023 Q3	$1.1M	Buy
2023 Q2	$1.29M	Sell
2023 Q1	$1.28M	Sell
2022 Q4	$1.17M	Sell
2022 Q3	$1.08M	Buy
2022 Q2	$1.11M	Buy
2022 Q1	$1.49M	Sell
2021 Q4	$1.34M	Buy
2021 Q3	$1.38M	Hold
2021 Q2	$1.31M	Hold
2021 Q1	$1.12M	Sell
2020 Q4	$1.17M	Hold
2020 Q3	$972K	Hold
2020 Q2	$923K	Hold
2020 Q1	$830K	Sell
2019 Q4	$1.9M	Hold
2019 Q3	$1.8M	Hold
2019 Q2	$1.88M	Hold
2019 Q1	$1.67M	Hold
2018 Q4	$1.45M	Hold
2018 Q3	$1.62M	Hold
2018 Q2	$1.5M	Hold
2018 Q1	$1.42M	Hold
2017 Q4	$1.51M	Hold
2017 Q3	$1.38M	Hold
2017 Q2	$1.28M	Hold
2017 Q1	$1.21M	Hold
2016 Q4	$1.13M	Hold
2016 Q3	$977K	Sell
2016 Q2	$990K	Sell
2016 Q1	$1.02M	Hold
2015 Q4	$1.16M	Hold
2015 Q3	$1.23M	Hold
2015 Q2	$1.29M	Hold
2015 Q1	$1.3M	Hold
2014 Q4	$1.54M	Hold
2014 Q3	$1.45M	Hold
2014 Q2	$1.57M	Hold
2014 Q1	$1.49M	Hold
2013 Q4	$1.51M	Hold
2013 Q3	$1.25M	Hold
2013 Q2	$1.24M	Buy