Mount Vernon Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Sell |
18,567
-20
| -0.1% | -$6.38K | 4.28% | 8 |
|
|
2025
Q1 | $5M | Buy |
18,587
+270
| +1% | +$72.6K | 4.08% | 8 |
|
|
2024
Q4 | $5.44M | Sell |
18,317
-24
| -0.1% | -$7.12K | 4.24% | 8 |
|
|
2024
Q3 | $4.97M | Buy |
18,341
+250
| +1% | +$67.8K | 3.95% | 8 |
|
|
2024
Q2 | $4.19M | Hold |
18,091
| – | – | 3.71% | 8 |
|
|
2024
Q1 | $4.12M | Sell |
18,091
-55
| -0.3% | -$12.5K | 3.5% | 9 |
|
|
2023
Q4 | $3.4M | Sell |
18,146
-200
| -1% | -$37.5K | 3.33% | 8 |
|
|
2023
Q3 | $2.74M | Buy |
18,346
+150
| +0.8% | +$22.4K | 3.03% | 9 |
|
|
2023
Q2 | $3.17M | Buy |
18,196
+125
| +0.7% | +$21.8K | 3.37% | 8 |
|
|
2023
Q1 | $2.98M | Sell |
18,071
-350
| -2% | -$57.7K | 3.52% | 9 |
|
|
2022
Q4 | $2.72M | Sell |
18,421
-400
| -2% | -$59.1K | 3.5% | 9 |
|
|
2022
Q3 | $2.54M | Buy |
18,821
+220
| +1% | +$29.7K | 3.31% | 9 |
|
|
2022
Q2 | $2.58M | Buy |
18,601
+50
| +0.3% | +$6.93K | 3.14% | 9 |
|
|
2022
Q1 | $3.47M | Sell |
18,551
-60
| -0.3% | -$11.2K | 3.36% | 8 |
|
|
2021
Q4 | $3.05M | Buy |
18,611
+25
| +0.1% | +$4.09K | 2.64% | 12 |
|
|
2021
Q3 | $3.11M | Buy |
18,586
+400
| +2% | +$67K | 2.85% | 11 |
|
|
2021
Q2 | $3.01M | Hold |
18,186
| – | – | 2.75% | 11 |
|
|
2021
Q1 | $2.57M | Sell |
18,186
-50
| -0.3% | -$7.07K | 2.53% | 16 |
|
|
2020
Q4 | $2.21M | Hold |
18,236
| – | – | 2.32% | 13 |
|
|
2020
Q3 | $1.83M | Sell |
18,236
-100
| -0.5% | -$10K | 2.19% | 15 |
|
|
2020
Q2 | $1.75M | Hold |
18,336
| – | – | 2.26% | 18 |
|
|
2020
Q1 | $1.57M | Buy |
18,336
+1,300
| +8% | +$111K | 2.63% | 14 |
|
|
2019
Q4 | $2.12M | Hold |
17,036
| – | – | 2.89% | 14 |
|
|
2019
Q3 | $2.02M | Buy |
17,036
+215
| +1% | +$25.4K | 3.02% | 14 |
|
|
2019
Q2 | $2.08M | Sell |
16,821
-150
| -0.9% | -$18.5K | 3.09% | 14 |
|
|
2019
Q1 | $1.86M | Sell |
16,971
-100
| -0.6% | -$10.9K | 2.83% | 14 |
|
|
2018
Q4 | $1.63M | Sell |
17,071
-300
| -2% | -$28.6K | 2.86% | 14 |
|
|
2018
Q3 | $1.85M | Sell |
17,371
-404
| -2% | -$43K | 2.73% | 13 |
|
|
2018
Q2 | $1.74M | Sell |
17,775
-500
| -3% | -$49K | 2.72% | 13 |
|
|
2018
Q1 | $1.71M | Hold |
18,275
| – | – | 2.63% | 15 |
|
|
2017
Q4 | $1.82M | Sell |
18,275
-100
| -0.5% | -$9.93K | 2.73% | 14 |
|
|
2017
Q3 | $1.66M | Hold |
18,375
| – | – | 2.75% | 13 |
|
|
2017
Q2 | $1.55M | Buy |
18,375
+300
| +2% | +$25.3K | 2.78% | 13 |
|
|
2017
Q1 | $1.43M | Buy |
18,075
+1,100
| +6% | +$87K | 2.63% | 14 |
|
|
2016
Q4 | $1.26M | Sell |
16,975
-100
| -0.6% | -$7.41K | 2.47% | 19 |
|
|
2016
Q3 | $1.09M | Hold |
17,075
| – | – | 2.26% | 20 |
|
|
2016
Q2 | $1.04M | Buy |
17,075
+400
| +2% | +$24.3K | 2.21% | 19 |
|
|
2016
Q1 | $1.02M | Buy |
16,675
+350
| +2% | +$21.5K | 2.27% | 17 |
|
|
2015
Q4 | $1.14M | Hold |
16,325
| – | – | 2.48% | 15 |
|
|
2015
Q3 | $1.21M | Buy |
16,325
+100
| +0.6% | +$7.41K | 2.81% | 9 |
|
|
2015
Q2 | $1.26M | Buy |
16,225
+50
| +0.3% | +$3.89K | 2.72% | 9 |
|
|
2015
Q1 | $1.26M | Buy |
16,175
+1,400
| +9% | +$109K | 2.73% | 7 |
|
|
2014
Q4 | $1.38M | Buy |
14,775
+250
| +2% | +$23.3K | 3.15% | 7 |
|
|
2014
Q3 | $1.27M | Buy |
14,525
+500
| +4% | +$43.8K | 3.17% | 6 |
|
|
2014
Q2 | $1.33M | Sell |
14,025
-225
| -2% | -$21.4K | 3.39% | 2 |
|
|
2014
Q1 | $1.28M | Sell |
14,250
-450
| -3% | -$40.5K | 3.35% | 5 |
|
|
2013
Q4 | $1.33M | Sell |
14,700
-225
| -2% | -$20.4K | 3.49% | 3 |
|
|
2013
Q3 | $1.13M | Sell |
14,925
-29,800
| -67% | -$2.25M | 3.43% | 5 |
|
|
2013
Q2 | $3.34M | Buy |
+44,725
| New | +$3.34M | 3.61% | 5 |
|