Morningstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.25M | Sell |
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|
2025
Q4 | $10.4M | Sell |
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|
2025
Q3 | $18.4M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $614K | Hold |
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|
2024
Q3 | $572K | Sell |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $485K | Hold |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $391K | Buy |
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