Marietta Investment Partners’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 | $829K | Sell |
2,598
-10
| -0.4% | -$3.19K | 0.18% | 101 |
|
|
2025
Q1 | $702K | Sell |
2,608
-15
| -0.6% | -$4.04K | 0.17% | 100 |
|
|
2024
Q4 | $778K | Sell |
2,623
-152
| -5% | -$45.1K | 0.17% | 98 |
|
|
2024
Q3 | $753K | Buy |
2,775
+25
| +0.9% | +$6.78K | 0.16% | 100 |
|
|
2024
Q2 | $637K | Hold |
2,750
| – | – | 0.14% | 105 |
|
|
2024
Q1 | $626K | Hold |
2,750
| – | – | 0.14% | 110 |
|
|
2023
Q4 | $515K | Sell |
2,750
-50
| -2% | -$9.37K | 0.13% | 109 |
|
|
2023
Q3 | $418K | Hold |
2,800
| – | – | 0.12% | 120 |
|
|
2023
Q2 | $488K | Hold |
2,800
| – | – | 0.13% | 115 |
|
|
2023
Q1 | $462K | Hold |
2,800
| – | – | 0.13% | 122 |
|
|
2022
Q4 | $414K | Hold |
2,800
| – | – | 0.12% | 129 |
|
|
2022
Q3 | $405K | Hold |
2,800
| – | – | 0.12% | 124 |
|
|
2022
Q2 | $388K | Hold |
2,800
| – | – | 0.12% | 128 |
|
|
2022
Q1 | $524K | Hold |
2,800
| – | – | 0.12% | 125 |
|
|
2021
Q4 | $458K | Hold |
2,800
| – | – | 0.1% | 143 |
|
|
2021
Q3 | $469K | Sell |
2,800
-292
| -9% | -$48.9K | 0.11% | 131 |
|
|
2021
Q2 | $511K | Hold |
3,092
| – | – | 0.12% | 125 |
|
|
2021
Q1 | $437K | Buy |
3,092
+292
| +10% | +$41.3K | 0.11% | 130 |
|
|
2020
Q4 | $339K | Hold |
2,800
| – | – | 0.09% | 123 |
|
|
2020
Q3 | $281K | Hold |
2,800
| – | – | 0.09% | 121 |
|
|
2020
Q2 | $267K | Hold |
2,800
| – | – | 0.09% | 125 |
|
|
2020
Q1 | $240K | Hold |
2,800
| – | – | 0.1% | 114 |
|
|
2019
Q4 | $349K | Hold |
2,800
| – | – | 0.11% | 121 |
|
|
2019
Q3 | $331K | Hold |
2,800
| – | – | 0.11% | 118 |
|
|
2019
Q2 | $346K | Hold |
2,800
| – | – | 0.11% | 115 |
|
|
2019
Q1 | $306K | Hold |
2,800
| – | – | 0.1% | 118 |
|
|
2018
Q4 | $267K | Hold |
2,800
| – | – | 0.1% | 111 |
|
|
2018
Q3 | $298K | Hold |
2,800
| – | – | 0.09% | 121 |
|
|
2018
Q2 | $274K | Hold |
2,800
| – | – | 0.09% | 121 |
|
|
2018
Q1 | $261K | Hold |
2,800
| – | – | 0.08% | 123 |
|
|
2017
Q4 | $278K | Sell |
2,800
-150
| -5% | -$14.9K | 0.08% | 125 |
|
|
2017
Q3 | $267K | Hold |
2,950
| – | – | 0.08% | 118 |
|
|
2017
Q2 | $249K | Hold |
2,950
| – | – | 0.08% | 122 |
|
|
2017
Q1 | $233K | Hold |
2,950
| – | – | 0.08% | 126 |
|
|
2016
Q4 | $219K | Buy |
+2,950
| New | +$219K | 0.08% | 124 |
|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$209K | – | 126 |
|
|
2015
Q4 | $209K | Hold |
3,000
| – | – | 0.08% | 117 |
|
|
2015
Q3 | $222K | Hold |
3,000
| – | – | 0.09% | 115 |
|
|
2015
Q2 | $233K | Hold |
3,000
| – | – | 0.09% | 109 |
|
|
2015
Q1 | $234K | Hold |
3,000
| – | – | 0.09% | 105 |
|
|
2014
Q4 | $279K | Hold |
3,000
| – | – | 0.11% | 108 |
|
|
2014
Q3 | $263K | Hold |
3,000
| – | – | 0.12% | 93 |
|
|
2014
Q2 | $285K | Hold |
3,000
| – | – | 0.12% | 97 |
|
|
2014
Q1 | $270K | Hold |
3,000
| – | – | 0.1% | 115 |
|
|
2013
Q4 | $272K | Hold |
3,000
| – | – | 0.1% | 116 |
|
|
2013
Q3 | $227K | Hold |
3,000
| – | – | 0.09% | 124 |
|
|
2013
Q2 | $224K | Buy |
+3,000
| New | +$224K | 0.1% | 119 |
|