Manchester 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
$1.62M Sell
5,067
-655
-11% -$209K 0.21% 74
2025
Q1
$1.54M Buy
5,722
+164
+3% +$44.1K 0.19% 82
2024
Q4
$1.65M Sell
5,558
-28
-0.5% -$8.31K 0.19% 76
2024
Q3
$1.51M Buy
5,586
+1,081
+24% +$293K 0.18% 83
2024
Q2
$1.04M Sell
4,505
-691
-13% -$160K 0.13% 100
2024
Q1
$1.18M Buy
+5,196
New +$1.18M 0.15% 101
2022
Q2
Sell
-5,313
Closed -$994K 957
2022
Q1
$994K Sell
5,313
-215
-4% -$40.2K 0.14% 89
2021
Q4
$904K Buy
5,528
+101
+2% +$16.5K 0.12% 109
2021
Q3
$909K Buy
5,427
+380
+8% +$63.6K 0.12% 106
2021
Q2
$834K Hold
5,047
0.11% 120
2021
Q1
$714K Hold
5,047
0.11% 135
2020
Q4
$610K Sell
5,047
-1,000
-17% -$121K 0.09% 133
2020
Q3
$606K Sell
6,047
-1,197
-17% -$120K 0.09% 124
2020
Q2
$690K Hold
7,244
0.09% 125
2020
Q1
$620K Hold
7,244
0.1% 118
2019
Q4
$902K Buy
7,244
+1,000
+16% +$125K 0.1% 116
2019
Q3
$739K Hold
6,244
0.09% 127
2019
Q2
$771K Hold
6,244
0.1% 119
2019
Q1
$682K Hold
6,244
0.09% 121
2018
Q4
$612K Hold
6,244
0.09% 123
2018
Q3
$665K Hold
6,244
0.1% 120
2018
Q2
$612K Sell
6,244
-160
-2% -$15.7K 0.09% 124
2018
Q1
$597K Buy
6,404
+1,000
+19% +$93.2K 0.1% 118
2017
Q4
$537K Hold
5,404
0.08% 122
2017
Q3
$489K Buy
5,404
+1,800
+50% +$163K 0.08% 116
2017
Q2
$304K Buy
3,604
+490
+16% +$41.3K 0.05% 151
2017
Q1
$246K Sell
3,114
-800
-20% -$63.2K 0.04% 165
2016
Q4
$290K Sell
3,914
-182
-4% -$13.5K 0.04% 149
2016
Q3
$262K Sell
4,096
-1,208
-23% -$77.3K 0.04% 163
2016
Q2
$322K Hold
5,304
0.05% 156
2016
Q1
$326K Hold
5,304
0.05% 156
2015
Q4
$369K Hold
5,304
0.05% 150
2015
Q3
$393K Hold
5,304
0.07% 127
2015
Q2
$412K Sell
5,304
-1,376
-21% -$107K 0.07% 133
2015
Q1
$521K Sell
6,680
-2,597
-28% -$203K 0.08% 106
2014
Q4
$863K Buy
9,277
+300
+3% +$27.9K 0.11% 77
2014
Q3
$786K Sell
8,977
-485
-5% -$42.5K 0.11% 86
2014
Q2
$898K Buy
9,462
+115
+1% +$10.9K 0.12% 75
2014
Q1
$842K Buy
9,347
+200
+2% +$18K 0.14% 79
2013
Q4
$830K Buy
9,147
+15
+0.2% +$1.36K 0.13% 85
2013
Q3
$690K Sell
9,132
-247
-3% -$18.7K 0.12% 94
2013
Q2
$701K Buy
+9,379
New +$701K 0.13% 75