Logan Capital Management’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 | $28.7K | Sell |
90
-400
| -82% | -$128K | ﹤0.01% | 324 |
|
|
2025
Q1 | $132K | Sell |
490
-15
| -3% | -$4.04K | 0.01% | 297 |
|
|
2024
Q4 | $150K | Buy |
505
+2
| +0.4% | +$594 | 0.01% | 300 |
|
|
2024
Q3 | $136K | Hold |
503
| – | – | 0.01% | 304 |
|
|
2024
Q2 | $116K | Buy |
503
+103
| +26% | +$23.9K | 0.01% | 304 |
|
|
2024
Q1 | $91.1K | Hold |
400
| – | – | ﹤0.01% | 319 |
|
|
2023
Q4 | $74.9K | Hold |
400
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $59.7K | Sell |
400
-265
| -40% | -$39.5K | ﹤0.01% | 335 |
|
|
2023
Q2 | $116K | Hold |
665
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $110K | Hold |
665
| – | – | 0.01% | 314 |
|
|
2022
Q4 | $98.3K | Hold |
665
| – | – | 0.01% | 317 |
|
|
2022
Q3 | $90K | Hold |
665
| – | – | 0.01% | 305 |
|
|
2022
Q2 | $92K | Hold |
665
| – | – | 0.01% | 316 |
|
|
2022
Q1 | $124K | Hold |
665
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $109K | Hold |
665
| – | – | ﹤0.01% | 319 |
|
|
2021
Q3 | $111K | Hold |
665
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $110K | Hold |
665
| – | – | 0.01% | 308 |
|
|
2021
Q1 | $94K | Buy |
+665
| New | +$94K | ﹤0.01% | 311 |
|