Meridiem 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	$319K	Sell	1,000 -500	-33%	-$159K	0.01%	32
2025 Q1	$404K	Hold	1,500	–	–	0.01%	31
2024 Q4	$445K	Hold	1,500	–	–	0.01%	30
2024 Q3	$407K	Sell	1,500 -1,300	-46%	-$353K	0.01%	32
2024 Q2	$649K	Hold	2,800	–	–	0.01%	30
2024 Q1	$638K	Hold	2,800	–	–	0.01%	29
2023 Q4	$525K	Hold	2,800	–	–	0.01%	30
2023 Q3	$418K	Sell	2,800 -200	-7%	-$29.8K	0.01%	31
2023 Q2	$522K	Hold	3,000	–	–	0.01%	32
2023 Q1	$495K	Sell	3,000 -1,500	-33%	-$247K	0.01%	32
2022 Q4	$665K	Buy	4,500 +1,500	+50%	+$222K	0.02%	32
2022 Q3	$405K	Hold	3,000	–	–	0.01%	36
2022 Q2	$416K	Hold	3,000	–	–	0.01%	37
2022 Q1	$561K	Hold	3,000	–	–	0.02%	35
2021 Q4	$491K	Sell	3,000 -2,690	-47%	-$440K	0.01%	40
2021 Q3	$953K	Hold	5,690	–	–	0.03%	34
2021 Q2	$940K	Sell	5,690 -60	-1%	-$9.91K	0.03%	34
2021 Q1	$814K	Buy	5,750 +60	+1%	+$8.49K	0.03%	33
2020 Q4	$688K	Buy	+5,690	New	+$688K	0.04%	31