Merrion 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 | $452K | Hold |
1,416
| – | – | 0.29% | 67 |
|
|
2025
Q1 | $381K | Sell |
1,416
-405
| -22% | -$109K | 0.27% | 73 |
|
|
2024
Q4 | $540K | Hold |
1,821
| – | – | 0.38% | 54 |
|
|
2024
Q3 | $494K | Hold |
1,821
| – | – | 0.33% | 64 |
|
|
2024
Q2 | $422K | Hold |
1,821
| – | – | 0.29% | 67 |
|
|
2024
Q1 | $415K | Hold |
1,821
| – | – | 0.3% | 67 |
|
|
2023
Q4 | $341K | Sell |
1,821
-500
| -22% | -$93.7K | 0.27% | 69 |
|
|
2023
Q3 | $346K | Sell |
2,321
-280
| -11% | -$41.8K | 0.3% | 61 |
|
|
2023
Q2 | $453K | Hold |
2,601
| – | – | 0.38% | 52 |
|
|
2023
Q1 | $429K | Hold |
2,601
| – | – | 0.41% | 49 |
|
|
2022
Q4 | $384K | Sell |
2,601
-180
| -6% | -$26.6K | 0.36% | 54 |
|
|
2022
Q3 | $375K | Sell |
2,781
-1,000
| -26% | -$135K | 0.37% | 54 |
|
|
2022
Q2 | $524K | Sell |
3,781
-110
| -3% | -$15.2K | 0.51% | 44 |
|
|
2022
Q1 | $727K | Hold |
3,891
| – | – | 0.53% | 37 |
|
|
2021
Q4 | $636K | Hold |
3,891
| – | – | 0.47% | 45 |
|
|
2021
Q3 | $651K | Hold |
3,891
| – | – | 0.5% | 41 |
|
|
2021
Q2 | $643K | Hold |
3,891
| – | – | 0.49% | 43 |
|
|
2021
Q1 | $550K | Hold |
3,891
| – | – | 0.46% | 49 |
|
|
2020
Q4 | $471K | Buy |
+3,891
| New | +$471K | 0.4% | 50 |
|