MCM
Marsico Capital Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
7,652
-16,165
| -68% | -$5.16M | 0.07% | 63 |
|
|
2025
Q1 | $6.41M | Sell |
23,817
-25,577
| -52% | -$6.88M | 0.22% | 52 |
|
|
2024
Q4 | $14.7M | Buy |
49,394
+31,539
| +177% | +$9.36M | 0.4% | 33 |
|
|
2024
Q3 | $4.84M | Sell |
17,855
-37,070
| -67% | -$10.1M | 0.14% | 57 |
|
|
2024
Q2 | $12.7M | Hold |
54,925
| – | – | 0.38% | 31 |
|
|
2024
Q1 | $12.5M | Hold |
54,925
| – | – | 0.41% | 34 |
|
|
2023
Q4 | $10.3M | Buy |
+54,925
| New | +$10.3M | 0.4% | 34 |
|
|
2022
Q3 | – | Sell |
-160,524
| Closed | -$22.3M | – | 73 |
|
|
2022
Q2 | $22.3M | Sell |
160,524
-38,174
| -19% | -$5.29M | 1.09% | 22 |
|
|
2022
Q1 | $37.2M | Buy |
198,698
+48,131
| +32% | +$9M | 1.3% | 25 |
|
|
2021
Q4 | $24.6M | Sell |
150,567
-350,328
| -70% | -$57.3M | 0.72% | 33 |
|
|
2021
Q3 | $83.9M | Sell |
500,895
-13,883
| -3% | -$2.33M | 2.57% | 15 |
|
|
2021
Q2 | $85.1M | Sell |
514,778
-37,836
| -7% | -$6.25M | 2.11% | 15 |
|
|
2021
Q1 | $78.2M | Buy |
+552,614
| New | +$78.2M | 2.04% | 15 |
|
|
2015
Q1 | – | Sell |
-2,327,342
| Closed | -$217M | – | 89 |
|
|
2014
Q4 | $217M | Buy |
2,327,342
+1,553,863
| +201% | +$145M | 1.74% | 25 |
|
|
2014
Q3 | $67.7M | Sell |
773,479
-36,595
| -5% | -$3.2M | 0.53% | 37 |
|
|
2014
Q2 | $76.9M | Sell |
810,074
-505,592
| -38% | -$48M | 0.56% | 35 |
|
|
2014
Q1 | $118M | Sell |
1,315,666
-17,656
| -1% | -$1.59M | 0.85% | 32 |
|
|
2013
Q4 | $121M | Sell |
1,333,322
-1,268,113
| -49% | -$115M | 0.86% | 34 |
|
|
2013
Q3 | $196M | Sell |
2,601,435
-795,911
| -23% | -$60.1M | 1.45% | 26 |
|
|
2013
Q2 | $254M | Buy |
+3,397,346
| New | +$254M | 1.59% | 25 |
|