MIM
Montgomery Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Hold |
1,175
| – | – | 0.15% | 74 |
|
|
2025
Q1 | $316K | Hold |
1,175
| – | – | 0.13% | 78 |
|
|
2024
Q4 | $349K | Hold |
1,175
| – | – | 0.14% | 73 |
|
|
2024
Q3 | $319K | Hold |
1,175
| – | – | 0.12% | 73 |
|
|
2024
Q2 | $272K | Hold |
1,175
| – | – | 0.11% | 77 |
|
|
2024
Q1 | $268K | Hold |
1,175
| – | – | 0.1% | 80 |
|
|
2023
Q4 | $220K | Buy |
+1,175
| New | +$220K | 0.07% | 85 |
|
|
2023
Q3 | – | Sell |
-1,175
| Closed | -$205K | – | 88 |
|
|
2023
Q2 | $205K | Buy |
+1,175
| New | +$205K | 0.07% | 84 |
|
|
2022
Q2 | – | Sell |
-1,175
| Closed | -$220K | – | 78 |
|
|
2022
Q1 | $220K | Buy |
+1,175
| New | +$220K | 0.08% | 82 |
|
|
2021
Q4 | – | Sell |
-1,201
| Closed | -$201K | – | 89 |
|
|
2021
Q3 | $201K | Buy |
+1,201
| New | +$201K | 0.08% | 81 |
|
|
2020
Q1 | – | Sell |
-1,686
| Closed | -$210K | – | 86 |
|
|
2019
Q4 | $210K | Sell |
1,686
-100
| -6% | -$12.5K | 0.09% | 84 |
|
|
2019
Q3 | $211K | Sell |
1,786
-285
| -14% | -$33.7K | 0.09% | 85 |
|
|
2019
Q2 | $256K | Sell |
2,071
-350
| -14% | -$43.3K | 0.11% | 84 |
|
|
2019
Q1 | $265K | Sell |
2,421
-117
| -5% | -$12.8K | 0.12% | 83 |
|
|
2018
Q4 | $242K | Hold |
2,538
| – | – | 0.12% | 82 |
|
|
2018
Q3 | $270K | Sell |
2,538
-25
| -1% | -$2.66K | 0.11% | 87 |
|
|
2018
Q2 | $251K | Sell |
2,563
-350
| -12% | -$34.3K | 0.1% | 86 |
|
|
2018
Q1 | $272K | Hold |
2,913
| – | – | 0.11% | 80 |
|
|
2017
Q4 | $289K | Sell |
2,913
-220
| -7% | -$21.8K | 0.12% | 83 |
|
|
2017
Q3 | $283K | Sell |
3,133
-1,100
| -26% | -$99.4K | 0.13% | 83 |
|
|
2017
Q2 | $357K | Sell |
4,233
-2,824
| -40% | -$238K | 0.16% | 74 |
|
|
2017
Q1 | $558K | Sell |
7,057
-235
| -3% | -$18.6K | 0.24% | 63 |
|
|
2016
Q4 | $540K | Sell |
7,292
-435
| -6% | -$32.2K | 0.23% | 64 |
|
|
2016
Q3 | $495K | Sell |
7,727
-60
| -0.8% | -$3.84K | 0.23% | 64 |
|
|
2016
Q2 | $473K | Buy |
+7,787
| New | +$473K | 0.23% | 64 |
|