Meritage Portfolio 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 | $290K | Hold |
909
| – | – | 0.02% | 289 |
|
|
2025
Q1 | $245K | Sell |
909
-20
| -2% | -$5.38K | 0.02% | 300 |
|
|
2024
Q4 | $276K | Buy |
929
+20
| +2% | +$5.94K | 0.02% | 296 |
|
|
2024
Q3 | $247K | Hold |
909
| – | – | 0.02% | 310 |
|
|
2024
Q2 | $210K | Hold |
909
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $207K | Buy |
+909
| New | +$207K | 0.01% | 328 |
|
|
2017
Q4 | – | Sell |
-2,864
| Closed | -$260K | – | 199 |
|
|
2017
Q3 | $260K | Hold |
2,864
| – | – | 0.03% | 189 |
|
|
2017
Q2 | $241K | Hold |
2,864
| – | – | 0.02% | 191 |
|
|
2017
Q1 | $227K | Sell |
2,864
-124
| -4% | -$9.83K | 0.02% | 185 |
|
|
2016
Q4 | $221K | Buy |
+2,988
| New | +$221K | 0.02% | 177 |
|
|
2016
Q3 | – | Sell |
-4,391
| Closed | -$267K | – | 181 |
|
|
2016
Q2 | $267K | Sell |
4,391
-1,241
| -22% | -$75.5K | 0.03% | 179 |
|
|
2016
Q1 | $346K | Hold |
5,632
| – | – | 0.04% | 164 |
|
|
2015
Q4 | $391K | Sell |
5,632
-6,030
| -52% | -$419K | 0.04% | 183 |
|
|
2015
Q3 | $865K | Buy |
11,662
+6,000
| +106% | +$445K | 0.1% | 165 |
|
|
2015
Q2 | $440K | Hold |
5,662
| – | – | 0.05% | 191 |
|
|
2015
Q1 | $443K | Buy |
5,662
+1,295
| +30% | +$101K | 0.04% | 194 |
|
|
2014
Q4 | $407K | Sell |
4,367
-617
| -12% | -$57.5K | 0.04% | 194 |
|
|
2014
Q3 | $436K | Buy |
+4,984
| New | +$436K | 0.05% | 188 |
|