Martin Investment 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 | $11M | Sell |
34,523
-63
| -0.2% | -$20.1K | 2.82% | 13 |
|
|
2025
Q1 | $9.31M | Sell |
34,586
-116
| -0.3% | -$31.2K | 2.35% | 14 |
|
|
2024
Q4 | $10.3M | Sell |
34,702
-6,398
| -16% | -$1.9M | 2.83% | 12 |
|
|
2024
Q3 | $11.1M | Sell |
41,100
-2,693
| -6% | -$730K | 2.73% | 13 |
|
|
2024
Q2 | $10.1M | Sell |
43,793
-1,640
| -4% | -$380K | 2.6% | 13 |
|
|
2024
Q1 | $10.3M | Sell |
45,433
-601
| -1% | -$137K | 2.54% | 13 |
|
|
2023
Q4 | $8.62M | Sell |
46,034
-3,864
| -8% | -$724K | 2.57% | 13 |
|
|
2023
Q3 | $7.44M | Sell |
49,898
-2,189
| -4% | -$327K | 2.23% | 15 |
|
|
2023
Q2 | $9.07M | Sell |
52,087
-1,823
| -3% | -$318K | 2.56% | 13 |
|
|
2023
Q1 | $8.89M | Sell |
53,910
-2,234
| -4% | -$368K | 2.56% | 14 |
|
|
2022
Q4 | $8.3M | Buy |
56,144
+909
| +2% | +$134K | 2.6% | 12 |
|
|
2022
Q3 | $7.45M | Sell |
55,235
-123
| -0.2% | -$16.6K | 2.61% | 14 |
|
|
2022
Q2 | $7.67M | Sell |
55,358
-873
| -2% | -$121K | 2.17% | 16 |
|
|
2022
Q1 | $10.5M | Buy |
56,231
+3,557
| +7% | +$665K | 2.66% | 14 |
|
|
2021
Q4 | $8.62M | Sell |
52,674
-1,224
| -2% | -$200K | 2.14% | 17 |
|
|
2021
Q3 | $9.03M | Sell |
53,898
-142
| -0.3% | -$23.8K | 2.28% | 15 |
|
|
2021
Q2 | $8.93M | Sell |
54,040
-1,799
| -3% | -$297K | 2.3% | 15 |
|
|
2021
Q1 | $7.9M | Buy |
55,839
+1,046
| +2% | +$148K | 2.23% | 17 |
|
|
2020
Q4 | $6.63M | Buy |
54,793
+343
| +0.6% | +$41.5K | 2.12% | 21 |
|
|
2020
Q3 | $5.46M | Buy |
54,450
+3,495
| +7% | +$350K | 1.97% | 22 |
|
|
2020
Q2 | $4.85M | Buy |
50,955
+11,057
| +28% | +$1.05M | 2.02% | 23 |
|
|
2020
Q1 | $3.42M | Sell |
39,898
-13,171
| -25% | -$1.13M | 1.73% | 27 |
|
|
2019
Q4 | $6.61M | Sell |
53,069
-52,890
| -50% | -$6.58M | 2.29% | 24 |
|
|
2019
Q3 | $12.5M | Buy |
105,959
+8,031
| +8% | +$950K | 3.07% | 15 |
|
|
2019
Q2 | $12.1M | Sell |
97,928
-7,590
| -7% | -$937K | 3.04% | 17 |
|
|
2019
Q1 | $11.5M | Buy |
105,518
+44
| +0% | +$4.81K | 3% | 14 |
|
|
2018
Q4 | $10.1M | Sell |
105,474
-2,194
| -2% | -$209K | 3.24% | 16 |
|
|
2018
Q3 | $11.5M | Sell |
107,668
-24,910
| -19% | -$2.65M | 3.08% | 15 |
|
|
2018
Q2 | $13M | Sell |
132,578
-6,868
| -5% | -$673K | 3.27% | 11 |
|
|
2018
Q1 | $13M | Buy |
139,446
+14,027
| +11% | +$1.31M | 3.3% | 11 |
|
|
2017
Q4 | $11.3M | Hold |
125,419
| – | – | 3.17% | 14 |
|
|
2017
Q3 | $11.3M | Buy |
125,419
+2,366
| +2% | +$214K | 3.17% | 14 |
|
|
2017
Q2 | $10.4M | Sell |
123,053
-2,479
| -2% | -$209K | 2.92% | 21 |
|
|
2017
Q1 | $9.93M | Sell |
125,532
-43,595
| -26% | -$3.45M | 2.81% | 22 |
|
|
2016
Q4 | $12.5M | Sell |
169,127
-66,361
| -28% | -$4.92M | 2.38% | 27 |
|
|
2016
Q3 | $15.1M | Buy |
235,488
+11,714
| +5% | +$750K | 2.48% | 24 |
|
|
2016
Q2 | $13.6M | Sell |
223,774
-13,589
| -6% | -$826K | 2.27% | 25 |
|
|
2016
Q1 | $14.6M | Sell |
237,363
-7,085
| -3% | -$435K | 2.27% | 25 |
|
|
2015
Q4 | $17M | Sell |
244,448
-23
| -0% | -$1.6K | 2.7% | 23 |
|
|
2015
Q3 | $18.1M | Sell |
244,471
-12,646
| -5% | -$937K | 2.92% | 19 |
|
|
2015
Q2 | $20M | Sell |
257,117
-469
| -0.2% | -$36.5K | 2.86% | 23 |
|
|
2015
Q1 | $20.1M | Buy |
257,586
+58,859
| +30% | +$4.6M | 2.81% | 22 |
|
|
2014
Q4 | $18.5M | Buy |
198,727
+8,058
| +4% | +$750K | 3.04% | 16 |
|
|
2014
Q3 | $16.7M | Sell |
190,669
-8,130
| -4% | -$712K | 2.95% | 18 |
|
|
2014
Q2 | $18.9M | Sell |
198,799
-824
| -0.4% | -$78.2K | 3.39% | 15 |
|
|
2014
Q1 | $18M | Sell |
199,623
-8,810
| -4% | -$793K | 3.42% | 16 |
|
|
2013
Q4 | $18.9M | Buy |
208,433
+11,428
| +6% | +$1.04M | 3.49% | 13 |
|
|
2013
Q3 | $14.9M | Buy |
197,005
+1,315
| +0.7% | +$99.3K | 3.23% | 18 |
|
|
2013
Q2 | $14.6M | Buy |
+195,690
| New | +$14.6M | 3.46% | 16 |
|