Mendel Money 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 | $233K | Buy |
+731
| New | +$233K | 0.1% | 138 |
|
|
2025
Q1 | – | Sell |
-731
| Closed | -$217K | – | 137 |
|
|
2024
Q4 | $217K | Buy |
+731
| New | +$217K | 0.1% | 133 |
|
|
2015
Q2 | $1.29M | Sell |
16,611
-17,065
| -51% | -$1.33M | 1.2% | 29 |
|
|
2015
Q1 | $2.63M | Buy |
33,676
+690
| +2% | +$53.9K | 2.45% | 21 |
|
|
2014
Q4 | $3.07M | Buy |
32,986
+225
| +0.7% | +$20.9K | 2.89% | 20 |
|
|
2014
Q3 | $2.87M | Buy |
+32,761
| New | +$2.87M | 2.81% | 20 |
|