Mercer Global Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5M | Sell |
130,133
-22,574
| -15% | -$7.2M | 0.08% | 110 |
|
|
2025
Q1 | $41.1M | Buy |
152,707
+5,418
| +4% | +$1.46M | 0.09% | 123 |
|
|
2024
Q4 | $43.7M | Buy |
+147,289
| New | +$43.7M | 0.11% | 113 |
|
|
2024
Q1 | – | Sell |
-77,505
| Closed | -$14.5M | – | 2001 |
|
|
2023
Q4 | $14.5M | Buy |
77,505
+2,836
| +4% | +$531K | 0.04% | 237 |
|
|
2023
Q3 | $11.1M | Sell |
74,669
-10,719
| -13% | -$1.6M | 0.04% | 249 |
|
|
2023
Q2 | $14.9M | Buy |
85,388
+7,202
| +9% | +$1.25M | 0.06% | 211 |
|
|
2023
Q1 | $12.9M | Sell |
78,186
-1,560
| -2% | -$257K | 0.06% | 230 |
|
|
2022
Q4 | $11.8M | Buy |
79,746
+12,156
| +18% | +$1.8M | 0.06% | 240 |
|
|
2022
Q3 | $9.12M | Buy |
67,590
+2,597
| +4% | +$350K | 0.05% | 243 |
|
|
2022
Q2 | $9.01M | Sell |
64,993
-2,691
| -4% | -$373K | 0.06% | 245 |
|
|
2022
Q1 | $12.7M | Buy |
67,684
+13,620
| +25% | +$2.55M | 0.07% | 191 |
|
|
2021
Q4 | $8.85M | Buy |
54,064
+11,535
| +27% | +$1.89M | 0.05% | 253 |
|
|
2021
Q3 | $7.13M | Buy |
42,529
+8,225
| +24% | +$1.38M | 0.05% | 281 |
|
|
2021
Q2 | $5.67M | Buy |
34,304
+5,293
| +18% | +$875K | 0.04% | 307 |
|
|
2021
Q1 | $4.1M | Buy |
29,011
+8,869
| +44% | +$1.25M | 0.04% | 334 |
|
|
2020
Q4 | $2.44M | Sell |
20,142
-2,182
| -10% | -$264K | 0.03% | 375 |
|
|
2020
Q3 | $2.24M | Buy |
22,324
+977
| +5% | +$97.9K | 0.03% | 355 |
|
|
2020
Q2 | $2.03M | Sell |
21,347
-6,894
| -24% | -$656K | 0.04% | 328 |
|
|
2020
Q1 | $2.42M | Sell |
28,241
-4,060
| -13% | -$348K | 0.05% | 283 |
|
|
2019
Q4 | $4.02M | Sell |
32,301
-338
| -1% | -$42.1K | 0.08% | 208 |
|
|
2019
Q3 | $3.86M | Buy |
32,639
+3,714
| +13% | +$439K | 0.09% | 182 |
|
|
2019
Q2 | $3.57M | Buy |
28,925
+2,219
| +8% | +$274K | 0.09% | 180 |
|
|
2019
Q1 | $2.92M | Buy |
+26,706
| New | +$2.92M | 0.11% | 171 |
|