Kurt F. Somerville’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 | $3.9M | Buy |
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|
2025
Q1 | $884K | Buy |
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|
2024
Q4 | $965K | Hold |
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|
2024
Q3 | $881K | Hold |
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|
2024
Q2 | $753K | Sell |
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|
2024
Q1 | $748K | Hold |
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|
2023
Q4 | $615K | Hold |
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|
2023
Q3 | $490K | Sell |
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|
2023
Q2 | $614K | Sell |
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|
2023
Q1 | $586K | Sell |
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|
2022
Q4 | $565K | Hold |
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|
2022
Q3 | $516K | Hold |
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|
2022
Q2 | $530K | Sell |
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|
2022
Q1 | $753K | Sell |
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|
2021
Q4 | $679K | Hold |
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|
2021
Q3 | $696K | Hold |
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|
2021
Q2 | $686K | Sell |
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|
2021
Q1 | $608K | Hold |
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|
2020
Q4 | $520K | Hold |
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|
2020
Q3 | $431K | Hold |
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|
2020
Q2 | $410K | Hold |
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|
2020
Q1 | $368K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Sell |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $564K | Sell |
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|
2018
Q2 | $531K | Sell |
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|
2018
Q1 | $529K | Sell |
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|
2017
Q4 | $606K | Buy |
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|
2017
Q3 | $299K | Hold |
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|
2017
Q2 | $278K | Sell |
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|
2017
Q1 | $316K | Sell |
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|
2016
Q4 | $333K | Hold |
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|
2016
Q3 | $288K | Hold |
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|
2016
Q2 | $273K | Hold |
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|
2016
Q1 | $276K | Hold |
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|
2015
Q4 | $313K | Hold |
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|
2015
Q3 | $334K | Sell |
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|
2015
Q2 | $448K | Hold |
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|
2015
Q1 | $450K | Sell |
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|
2014
Q4 | $598K | Buy |
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|
2014
Q3 | $438K | Sell |
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|
2014
Q2 | $522K | Hold |
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|
2014
Q1 | $495K | Sell |
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|
2013
Q4 | $544K | Hold |
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|
2013
Q3 | $453K | Hold |
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|
2013
Q2 | $449K | Buy |
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