McLean Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $823K | Buy |
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|
2025
Q2 | $805K | Buy |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $758K | Buy |
|
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|
2024
Q3 | $666K | Sell |
|
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|
2024
Q2 | $598K | Buy |
|
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $389K | Buy |
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|
2023
Q2 | $448K | Sell |
|
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|
2023
Q1 | $440K | Sell |
|
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $497K | Buy |
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|
2021
Q4 | $449K | Sell |
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|
2021
Q3 | $471K | Buy |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $272K | Buy |
|