Morningstar Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,070
| Closed | -$614K | – | 89 |
|
|
2024
Q4 | $614K | Hold |
2,070
| – | – | 0.05% | 118 |
|
|
2024
Q3 | $572K | Sell |
2,070
-62
| -3% | -$17.1K | 0.06% | 128 |
|
|
2024
Q2 | $494K | Hold |
2,132
| – | – | 0.05% | 122 |
|
|
2024
Q1 | $485K | Hold |
2,132
| – | – | 0.05% | 126 |
|
|
2023
Q4 | $399K | Sell |
2,132
-110
| -5% | -$20.6K | 0.05% | 134 |
|
|
2023
Q3 | $334K | Hold |
2,242
| – | – | 0.05% | 118 |
|
|
2023
Q2 | $391K | Buy |
+2,242
| New | +$391K | 0.05% | 112 |
|