Meristem Family Wealth’s American Express AXP Stock Holding History

Meristem Family Wealth’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$1.57M	Sell	8,406 -885	-10%	-$166K	0.17%	67
2021 Q4	$1.52M	Sell	9,291 -200	-2%	-$32.7K	0.13%	94
2021 Q3	$1.59M	Buy	9,491 +2,952	+45%	+$495K	0.15%	77
2021 Q2	$1.08M	Buy	6,539 +1,256	+24%	+$207K	0.17%	78
2021 Q1	$747K	Hold	5,283	–	–	0.15%	89
2020 Q4	$639K	Hold	5,283	–	–	0.14%	95
2020 Q3	$530K	Sell	5,283 -41	-0.8%	-$4.11K	0.14%	93
2020 Q2	$507K	Buy	5,324 +41	+0.8%	+$3.9K	0.14%	99
2020 Q1	$452K	Sell	5,283 -35	-0.7%	-$3K	0.14%	96
2019 Q4	$662K	Hold	5,318	–	–	0.16%	82
2019 Q3	$629K	Hold	5,318	–	–	0.17%	84
2019 Q2	$656K	Hold	5,318	–	–	0.2%	72
2019 Q1	$581K	Hold	5,318	–	–	0.2%	67
2018 Q4	$507K	Buy	5,318 +35	+0.7%	+$3.34K	0.19%	69
2018 Q3	$563K	Hold	5,283	–	–	0.19%	59
2018 Q2	$518K	Hold	5,283	–	–	0.18%	62
2018 Q1	$493K	Sell	5,283 -97	-2%	-$9.05K	0.18%	69
2017 Q4	$534K	Hold	5,380	–	–	0.19%	64
2017 Q3	$487K	Buy	5,380 +200	+4%	+$18.1K	0.2%	65
2017 Q2	$436K	Hold	5,180	–	–	0.18%	69
2017 Q1	$410K	Sell	5,180 -600	-10%	-$47.5K	0.16%	72
2016 Q4	$428K	Sell	5,780 -200	-3%	-$14.8K	0.17%	67
2016 Q3	$383K	Buy	5,980 +153	+3%	+$9.8K	0.16%	76
2016 Q2	$354K	Sell	5,827 -1,545	-21%	-$93.9K	0.16%	73
2016 Q1	$453K	Buy	7,372 +94	+1%	+$5.78K	0.2%	67
2015 Q4	$506K	Buy	+7,278	New	+$506K	0.2%	58
2015 Q3	–	Sell	-7,441	Closed	-$578K	–	60
2015 Q2	$578K	Buy	7,441 +549	+8%	+$42.6K	0.25%	52
2015 Q1	$538K	Hold	6,892	–	–	0.22%	64
2014 Q4	$641K	Hold	6,892	–	–	0.23%	58
2014 Q3	$603K	Buy	6,892 +206	+3%	+$18K	0.26%	57
2014 Q2	$634K	Sell	6,686 -600	-8%	-$56.9K	0.27%	54
2014 Q1	$656K	Sell	7,286 -646	-8%	-$58.2K	0.29%	52
2013 Q4	$720K	Buy	7,932 +600	+8%	+$54.5K	0.3%	54
2013 Q3	$554K	Hold	7,332	–	–	0.26%	59
2013 Q2	$548K	Buy	+7,332	New	+$548K	0.25%	57