Kovitz Investment Group Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.3M | Sell |
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|
2025
Q1 | $86M | Sell |
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|
2024
Q4 | $147M | Buy |
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|
2024
Q3 | $120M | Sell |
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|
2024
Q2 | $162M | Buy |
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|
2024
Q1 | $154M | Buy |
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|
2023
Q4 | $126M | Buy |
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|
2023
Q3 | $99.6M | Sell |
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|
2023
Q2 | $129M | Buy |
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|
2023
Q1 | $95.6M | Buy |
|
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|
2022
Q4 | $62.7M | Sell |
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|
2022
Q3 | $58.1M | Buy |
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|
2022
Q2 | $58.3M | Sell |
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|
2022
Q1 | $80.4M | Sell |
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|
2021
Q4 | $93.4M | Sell |
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|
2021
Q3 | $133M | Buy |
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|
2021
Q2 | $130M | Sell |
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|
2021
Q1 | $121M | Buy |
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|
2020
Q4 | $94.1M | Buy |
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|
2020
Q3 | $77M | Buy |
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|
2020
Q2 | $72.5M | Buy |
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|
2020
Q1 | $54.3M | Buy |
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|
2019
Q4 | $58.6M | Buy |
|
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|
2019
Q3 | $47.5M | Sell |
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|
2019
Q2 | $50M | Sell |
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|
2019
Q1 | $50.4M | Sell |
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|
2018
Q4 | $44.9M | Sell |
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|
2018
Q3 | $50.8M | Sell |
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|
2018
Q2 | $47.4M | Sell |
|
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|
2018
Q1 | $45.6M | Sell |
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|
2017
Q4 | $58.8K | Sell |
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|
2017
Q3 | $63.6M | Sell |
|
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|
2017
Q2 | $66.9M | Buy |
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|
2017
Q1 | $62.6M | Buy |
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|
2016
Q4 | $58M | Sell |
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|
2016
Q3 | $50.1M | Sell |
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|
2016
Q2 | $44.1M | Sell |
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|
2016
Q1 | $50.9M | Buy |
|