MAM
Morse Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
4,563
+458
| +11% | +$146K | 0.32% | 70 |
|
|
2025
Q1 | $1.1M | Buy |
4,105
+65
| +2% | +$17.5K | 0.28% | 77 |
|
|
2024
Q4 | $1.2M | Hold |
4,040
| – | – | 0.27% | 76 |
|
|
2024
Q3 | $1.1M | Hold |
4,040
| – | – | 0.24% | 87 |
|
|
2024
Q2 | $935K | Hold |
4,040
| – | – | 0.23% | 87 |
|
|
2024
Q1 | $920K | Hold |
4,040
| – | – | 0.23% | 85 |
|
|
2023
Q4 | $757K | Hold |
4,040
| – | – | 0.22% | 92 |
|
|
2023
Q3 | $603K | Sell |
4,040
-400
| -9% | -$59.7K | 0.19% | 99 |
|
|
2023
Q2 | $773K | Sell |
4,440
-2,922
| -40% | -$509K | 0.24% | 91 |
|
|
2023
Q1 | $1.21M | Sell |
7,362
-405
| -5% | -$66.8K | 0.41% | 69 |
|
|
2022
Q4 | $1.15M | Sell |
7,767
-1,035
| -12% | -$153K | 0.42% | 67 |
|
|
2022
Q3 | $1.19M | Sell |
8,802
-740
| -8% | -$99.8K | 0.45% | 65 |
|
|
2022
Q2 | $1.32M | Sell |
9,542
-1,130
| -11% | -$157K | 0.42% | 68 |
|
|
2022
Q1 | $2M | Buy |
10,672
+4,532
| +74% | +$848K | 0.5% | 58 |
|
|
2021
Q4 | $1.01M | Hold |
6,140
| – | – | 0.22% | 90 |
|
|
2021
Q3 | $1.03M | Buy |
6,140
+1,000
| +19% | +$168K | 0.25% | 91 |
|
|
2021
Q2 | $849K | Hold |
5,140
| – | – | 0.21% | 93 |
|
|
2021
Q1 | $727K | Sell |
5,140
-100
| -2% | -$14.1K | 0.19% | 97 |
|
|
2020
Q4 | $634K | Sell |
5,240
-2,100
| -29% | -$254K | 0.18% | 97 |
|
|
2020
Q3 | $736K | Sell |
7,340
-8,166
| -53% | -$819K | 0.24% | 74 |
|
|
2020
Q2 | $1.48M | Sell |
15,506
-10,685
| -41% | -$1.02M | 0.53% | 50 |
|
|
2020
Q1 | $2.24M | Sell |
26,191
-8,336
| -24% | -$714K | 1.07% | 29 |
|
|
2019
Q4 | $4.3M | Sell |
34,527
-9,305
| -21% | -$1.16M | 1.47% | 22 |
|
|
2019
Q3 | $5.18M | Sell |
43,832
-27,888
| -39% | -$3.3M | 1.94% | 14 |
|
|
2019
Q2 | $8.85M | Buy |
71,720
+38,450
| +116% | +$4.75M | 2.61% | 7 |
|
|
2019
Q1 | $3.64M | Sell |
33,270
-1,440
| -4% | -$157K | 1.09% | 27 |
|
|
2018
Q4 | $3.31M | Buy |
34,710
+2,840
| +9% | +$271K | 1.18% | 27 |
|
|
2018
Q3 | $3.39M | Buy |
31,870
+15,870
| +99% | +$1.69M | 0.89% | 34 |
|
|
2018
Q2 | $1.57M | Buy |
16,000
+3,500
| +28% | +$343K | 0.43% | 64 |
|
|
2018
Q1 | $1.17M | Sell |
12,500
-20,800
| -62% | -$1.94M | 0.32% | 77 |
|
|
2017
Q4 | $3.31M | Buy |
33,300
+150
| +0.5% | +$14.9K | 0.92% | 34 |
|
|
2017
Q3 | $3M | Buy |
33,150
+700
| +2% | +$63.3K | 0.89% | 40 |
|
|
2017
Q2 | $2.73M | Buy |
32,450
+2,100
| +7% | +$177K | 0.89% | 39 |
|
|
2017
Q1 | $2.4M | Buy |
+30,350
| New | +$2.4M | 0.82% | 43 |
|