Middleton & Co’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 | $374K | Sell |
|
|||||
|
2025
Q2 | $367K | Sell |
|
|||||
|
2025
Q1 | $328K | Hold |
|
|||||
|
2024
Q4 | $362K | Hold |
|
|||||
|
2024
Q3 | $331K | Hold |
|
|||||
|
2024
Q2 | $282K | Sell |
|
|||||
|
2024
Q1 | $289K | Hold |
|
|||||
|
2023
Q4 | $238K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $221K | Hold |
|
|||||
|
2023
Q1 | $209K | Sell |
|
|||||
|
2022
Q4 | $207K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $262K | Hold |
|
|||||
|
2021
Q4 | $229K | Sell |
|
|||||
|
2021
Q3 | $243K | Sell |
|
|||||
|
2021
Q2 | $306K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $394K | Sell |
|
|||||
|
2019
Q4 | $635K | Sell |
|
|||||
|
2019
Q3 | $633K | Sell |
|
|||||
|
2019
Q2 | $691K | Sell |
|
|||||
|
2019
Q1 | $721K | Hold |
|
|||||
|
2018
Q4 | $629K | Hold |
|
|||||
|
2018
Q3 | $703K | Sell |
|
|||||
|
2018
Q2 | $1.01M | Sell |
|
|||||
|
2018
Q1 | $978K | Buy |
|
|||||
|
2017
Q4 | $1.03M | Sell |
|
|||||
|
2017
Q3 | $939K | Sell |
|
|||||
|
2017
Q2 | $931K | Sell |
|
|||||
|
2017
Q1 | $953K | Sell |
|
|||||
|
2016
Q4 | $935K | Sell |
|
|||||
|
2016
Q3 | $1.2M | Sell |
|
|||||
|
2016
Q2 | $1.4M | Sell |
|
|||||
|
2016
Q1 | $2.04M | Sell |
|
|||||
|
2015
Q4 | $4.31M | Sell |
|
|||||
|
2015
Q3 | $5.57M | Sell |
|
|||||
|
2015
Q2 | $5.99M | Sell |
|
|||||
|
2015
Q1 | $8.57M | Buy |
|
|||||
|
2014
Q4 | $9.83M | Buy |
|
|||||
|
2014
Q3 | $8.94M | Sell |
|
|||||
|
2014
Q2 | $9.87M | Buy |
|
|||||
|
2014
Q1 | $9.16M | Sell |
|
|||||
|
2013
Q4 | $9.47M | Buy |
|
|||||
|
2013
Q3 | $7.31M | Buy |
|
|||||
|
2013
Q2 | $7.21M | Buy |
|