Kimelman & Baird’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 | $399K | Hold |
1,250
| – | – | 0.03% | 101 |
|
|
2025
Q1 | $336K | Hold |
1,250
| – | – | 0.03% | 105 |
|
|
2024
Q4 | $371K | Sell |
1,250
-175
| -12% | -$51.9K | 0.03% | 107 |
|
|
2024
Q3 | $386K | Hold |
1,425
| – | – | 0.03% | 106 |
|
|
2024
Q2 | $330K | Buy |
+1,425
| New | +$330K | 0.03% | 109 |
|
|
2021
Q2 | $335K | Buy |
+2,029
| New | +$335K | 0.03% | 97 |
|
|
2019
Q3 | $293K | Hold |
2,479
| – | – | 0.04% | 86 |
|
|
2019
Q2 | $306K | Sell |
2,479
-704
| -22% | -$86.9K | 0.04% | 86 |
|
|
2019
Q1 | $348K | Sell |
3,183
-204
| -6% | -$22.3K | 0.05% | 82 |
|
|
2018
Q4 | $323K | Buy |
3,387
+204
| +6% | +$19.5K | 0.05% | 81 |
|
|
2018
Q3 | $339K | Buy |
+3,183
| New | +$339K | 0.04% | 84 |
|
|
2015
Q2 | $521K | Buy |
6,699
+174
| +3% | +$13.5K | 0.09% | 86 |
|
|
2015
Q1 | $510K | Sell |
6,525
-230
| -3% | -$18K | 0.09% | 81 |
|
|
2014
Q4 | $628K | Hold |
6,755
| – | – | 0.11% | 82 |
|
|
2014
Q3 | $591K | Sell |
6,755
-70
| -1% | -$6.12K | 0.11% | 80 |
|
|
2014
Q2 | $647K | Sell |
6,825
-25
| -0.4% | -$2.37K | 0.11% | 80 |
|
|
2014
Q1 | $617K | Sell |
6,850
-75
| -1% | -$6.76K | 0.12% | 77 |
|
|
2013
Q4 | $628K | Hold |
6,925
| – | – | 0.12% | 78 |
|
|
2013
Q3 | $523K | Sell |
6,925
-500
| -7% | -$37.8K | 0.1% | 79 |
|
|
2013
Q2 | $555K | Buy |
+7,425
| New | +$555K | 0.12% | 78 |
|