Meritage Portfolio 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 | $302K | Hold |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $276K | Buy |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $260K | Hold |
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|
2017
Q2 | $241K | Hold |
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|
2017
Q1 | $227K | Sell |
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|
2016
Q4 | $221K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $267K | Sell |
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|
2016
Q1 | $346K | Hold |
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|
2015
Q4 | $391K | Sell |
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|
2015
Q3 | $865K | Buy |
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|
2015
Q2 | $440K | Hold |
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|
2015
Q1 | $443K | Buy |
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|
2014
Q4 | $407K | Sell |
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|
2014
Q3 | $436K | Buy |
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