Mariner’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 | $54.4M | Buy |
170,680
+16,106
| +10% | +$5.14M | 0.08% | 222 |
|
2025
Q1 | $41.6M | Buy |
154,574
+8,395
| +6% | +$2.26M | 0.07% | 242 |
|
2024
Q4 | $43.4M | Buy |
146,179
+4,838
| +3% | +$1.44M | 0.07% | 233 |
|
2024
Q3 | $38.3M | Buy |
141,341
+4,326
| +3% | +$1.17M | 0.07% | 244 |
|
2024
Q2 | $31.7M | Buy |
137,015
+5,615
| +4% | +$1.3M | 0.06% | 255 |
|
2024
Q1 | $29.9M | Buy |
131,400
+12,536
| +11% | +$2.85M | 0.06% | 255 |
|
2023
Q4 | $22.3M | Buy |
118,864
+260
| +0.2% | +$48.7K | 0.05% | 284 |
|
2023
Q3 | $17.7M | Sell |
118,604
-2,058
| -2% | -$307K | 0.05% | 310 |
|
2023
Q2 | $21M | Sell |
120,662
-884
| -0.7% | -$154K | 0.06% | 274 |
|
2023
Q1 | $20M | Buy |
121,546
+17,810
| +17% | +$2.94M | 0.06% | 281 |
|
2022
Q4 | $15.3M | Buy |
103,736
+10,872
| +12% | +$1.61M | 0.05% | 326 |
|
2022
Q3 | $12.5M | Buy |
92,864
+12,207
| +15% | +$1.65M | 0.05% | 306 |
|
2022
Q2 | $11.2M | Sell |
80,657
-2,134
| -3% | -$296K | 0.05% | 308 |
|
2022
Q1 | $15.5M | Buy |
82,791
+18,508
| +29% | +$3.46M | 0.06% | 268 |
|
2021
Q4 | $10.5M | Buy |
64,283
+13,505
| +27% | +$2.21M | 0.04% | 298 |
|
2021
Q3 | $8.51M | Buy |
50,778
+4,627
| +10% | +$775K | 0.04% | 288 |
|
2021
Q2 | $7.63M | Buy |
46,151
+3,681
| +9% | +$608K | 0.05% | 268 |
|
2021
Q1 | $6.01M | Sell |
42,470
-778
| -2% | -$110K | 0.04% | 280 |
|
2020
Q4 | $5.23M | Buy |
43,248
+2,231
| +5% | +$270K | 0.04% | 285 |
|
2020
Q3 | $4.11M | Buy |
41,017
+3,180
| +8% | +$319K | 0.04% | 279 |
|
2020
Q2 | $3.6M | Buy |
37,837
+1,501
| +4% | +$143K | 0.04% | 300 |
|
2020
Q1 | $3.13M | Sell |
36,336
-4,299
| -11% | -$370K | 0.04% | 298 |
|
2019
Q4 | $5.06M | Buy |
40,635
+8,084
| +25% | +$1.01M | 0.05% | 258 |
|
2019
Q3 | $3.85M | Buy |
32,551
+126
| +0.4% | +$14.9K | 0.05% | 274 |
|
2019
Q2 | $4M | Sell |
32,425
-4,405
| -12% | -$544K | 0.05% | 274 |
|
2019
Q1 | $4.03M | Buy |
36,830
+6,182
| +20% | +$676K | 0.06% | 265 |
|
2018
Q4 | $2.91M | Buy |
30,648
+4,955
| +19% | +$470K | 0.05% | 275 |
|
2018
Q3 | $2.74M | Buy |
25,693
+2,830
| +12% | +$301K | 0.07% | 244 |
|
2018
Q2 | $2.24M | Buy |
22,863
+5,723
| +33% | +$561K | 0.06% | 264 |
|
2018
Q1 | $1.6M | Buy |
17,140
+3,170
| +23% | +$296K | 0.06% | 253 |
|
2017
Q4 | $1.39M | Sell |
13,970
-519
| -4% | -$51.5K | 0.05% | 249 |
|
2017
Q3 | $1.31M | Sell |
14,489
-302
| -2% | -$27.3K | 0.06% | 228 |
|
2017
Q2 | $1.25M | Sell |
14,791
-5,954
| -29% | -$502K | 0.06% | 224 |
|
2017
Q1 | $1.64M | Buy |
20,745
+729
| +4% | +$57.7K | 0.07% | 215 |
|
2016
Q4 | $1.48M | Buy |
20,016
+4,920
| +33% | +$365K | 0.07% | 224 |
|
2016
Q3 | $965K | Sell |
15,096
-1,621
| -10% | -$104K | 0.05% | 269 |
|
2016
Q2 | $1.02M | Buy |
16,717
+1,227
| +8% | +$74.6K | 0.06% | 250 |
|
2016
Q1 | $952K | Buy |
15,490
+1,034
| +7% | +$63.5K | 0.06% | 247 |
|
2015
Q4 | $1.01M | Buy |
14,456
+2,419
| +20% | +$168K | 0.06% | 211 |
|
2015
Q3 | $893K | Sell |
12,037
-7,217
| -37% | -$535K | 0.04% | 265 |
|
2015
Q2 | $1.5M | Buy |
19,254
+10,890
| +130% | +$847K | 0.07% | 208 |
|
2015
Q1 | $653K | Sell |
8,364
-2,580
| -24% | -$201K | 0.06% | 222 |
|
2014
Q4 | $1.02M | Buy |
10,944
+2,595
| +31% | +$241K | 0.09% | 172 |
|
2014
Q3 | $731K | Buy |
8,349
+4,498
| +117% | +$394K | 0.08% | 175 |
|
2014
Q2 | $365K | Buy |
3,851
+948
| +33% | +$89.9K | 0.04% | 255 |
|
2014
Q1 | $261K | Sell |
2,903
-5,406
| -65% | -$486K | 0.03% | 269 |
|
2013
Q4 | $754K | Buy |
8,309
+660
| +9% | +$59.9K | 0.09% | 177 |
|
2013
Q3 | $578K | Buy |
7,649
+2,807
| +58% | +$212K | 0.11% | 176 |
|
2013
Q2 | $362K | Buy |
+4,842
| New | +$362K | 0.08% | 191 |
|