Mackenzie Financial’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 | $19.8M | Buy |
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|
2025
Q1 | $16.3M | Buy |
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|
2024
Q4 | $16.9M | Buy |
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|
2024
Q3 | $15.3M | Sell |
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|
2024
Q2 | $13.7M | Sell |
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|
2024
Q1 | $13.7M | Buy |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $8.27M | Sell |
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|
2023
Q2 | $10.1M | Sell |
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|
2023
Q1 | $9.51M | Sell |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $9.44M | Sell |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $23.4M | Buy |
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|
2021
Q4 | $19.6M | Buy |
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|
2021
Q3 | $8.87M | Buy |
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|
2021
Q2 | $7.47M | Buy |
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|
2021
Q1 | $6.28M | Buy |
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|
2020
Q4 | $3.86M | Buy |
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|
2020
Q3 | $2.56M | Buy |
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|
2020
Q2 | $2.27M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $435K | Sell |
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|
2019
Q2 | $459K | Sell |
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|
2019
Q1 | $578K | Sell |
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|
2018
Q4 | $14.2M | Buy |
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|
2018
Q3 | $5.02M | Buy |
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|
2018
Q2 | $585K | Buy |
|
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|
2018
Q1 | $489K | Sell |
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|
2017
Q4 | $21.3M | Buy |
|
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|
2017
Q3 | $729K | Buy |
|
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|
2017
Q2 | $655K | Sell |
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|
2017
Q1 | $649K | Buy |
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|
2016
Q4 | $597K | Buy |
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|
2016
Q3 | $438K | Buy |
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|
2016
Q2 | $410K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $914K | Sell |
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|
2015
Q2 | $11.9M | Sell |
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|
2015
Q1 | $12.2M | Sell |
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|
2014
Q4 | $16M | Buy |
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|
2014
Q3 | $14.4M | Buy |
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|
2014
Q2 | $784K | Hold |
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|
2014
Q1 | $744K | Sell |
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|
2013
Q4 | $1.34M | Sell |
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|
2013
Q3 | $1.14M | Sell |
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|
2013
Q2 | $1.19M | Buy |
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