Montgomery Investment Management’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 | $390K | Hold |
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|
2025
Q2 | $375K | Hold |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $349K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Sell |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $256K | Sell |
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|
2019
Q1 | $265K | Sell |
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|
2018
Q4 | $242K | Hold |
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|
2018
Q3 | $270K | Sell |
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|
2018
Q2 | $251K | Sell |
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|
2018
Q1 | $272K | Hold |
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|
2017
Q4 | $289K | Sell |
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|
2017
Q3 | $283K | Sell |
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|
2017
Q2 | $357K | Sell |
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|
2017
Q1 | $558K | Sell |
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|
2016
Q4 | $540K | Sell |
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|
2016
Q3 | $495K | Sell |
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|
2016
Q2 | $473K | Buy |
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