Logan Capital Management’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 | $28.7K | Sell |
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|
2025
Q1 | $132K | Sell |
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|
2024
Q4 | $150K | Buy |
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|
2024
Q3 | $136K | Hold |
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|
2024
Q2 | $116K | Buy |
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|
2024
Q1 | $91.1K | Hold |
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|
2023
Q4 | $74.9K | Hold |
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|
2023
Q3 | $59.7K | Sell |
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|
2023
Q2 | $116K | Hold |
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|
2023
Q1 | $110K | Hold |
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|
2022
Q4 | $98.3K | Hold |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $124K | Hold |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $111K | Hold |
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|
2021
Q2 | $110K | Hold |
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|
2021
Q1 | $94K | Buy |
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