Montag & Associates’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
Q2 | $6.36M | Sell |
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|
2025
Q1 | $6.11M | Sell |
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|
2024
Q4 | $6.81M | Buy |
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|
2024
Q3 | $6.13M | Buy |
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|
2024
Q2 | $4.85M | Sell |
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|
2024
Q1 | $4.78M | Buy |
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|
2023
Q4 | $2.4M | Buy |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $2.12M | Hold |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $2.64M | Sell |
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|
2021
Q3 | $2.72M | Hold |
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|
2021
Q2 | $2.69M | Hold |
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|
2021
Q1 | $2.3M | Sell |
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|
2020
Q4 | $2.62M | Sell |
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|
2020
Q3 | $6.09M | Sell |
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|
2020
Q2 | $6.93M | Buy |
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|
2020
Q1 | $4.62M | Buy |
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|
2019
Q4 | $4.42M | Sell |
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|
2019
Q3 | $4.34M | Sell |
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|
2019
Q2 | $5.59M | Buy |
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|
2019
Q1 | $4.86M | Sell |
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|
2018
Q4 | $4.98M | Buy |
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|
2018
Q3 | $2.16M | Buy |
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|
2018
Q2 | $608K | Hold |
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|
2018
Q1 | $579K | Buy |
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|
2017
Q4 | $591K | Hold |
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|
2017
Q3 | $539K | Sell |
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|
2017
Q2 | $524K | Hold |
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|
2017
Q1 | $492K | Hold |
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|
2016
Q4 | $461K | Hold |
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|
2016
Q3 | $398K | Hold |
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|
2016
Q2 | $378K | Sell |
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|
2016
Q1 | $388K | Buy |
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|
2015
Q4 | $432K | Hold |
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|
2015
Q3 | $460K | Hold |
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|
2015
Q2 | $483K | Hold |
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|
2015
Q1 | $485K | Hold |
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|
2014
Q4 | $578K | Buy |
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|
2014
Q3 | $518K | Buy |
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|
2014
Q2 | $268K | Hold |
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|
2014
Q1 | $254K | Hold |
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|
2013
Q4 | $256K | Buy |
|