Mountain Pacific Investment Advisers’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 | $525K | Hold |
1,645
| – | – | 0.04% | 107 |
|
2025
Q1 | $443K | Sell |
1,645
-200
| -11% | -$53.8K | 0.03% | 112 |
|
2024
Q4 | $548K | Sell |
1,845
-25
| -1% | -$7.42K | 0.04% | 102 |
|
2024
Q3 | $507K | Buy |
1,870
+45
| +2% | +$12.2K | 0.03% | 111 |
|
2024
Q2 | $423K | Sell |
1,825
-75
| -4% | -$17.4K | 0.03% | 113 |
|
2024
Q1 | $433K | Sell |
1,900
-100
| -5% | -$22.8K | 0.02% | 112 |
|
2023
Q4 | $375K | Hold |
2,000
| – | – | 0.02% | 113 |
|
2023
Q3 | $298K | Hold |
2,000
| – | – | 0.02% | 119 |
|
2023
Q2 | $348K | Hold |
2,000
| – | – | 0.02% | 112 |
|
2023
Q1 | $330K | Hold |
2,000
| – | – | 0.02% | 115 |
|
2022
Q4 | $296K | Hold |
2,000
| – | – | 0.02% | 119 |
|
2022
Q3 | $270K | Hold |
2,000
| – | – | 0.02% | 119 |
|
2022
Q2 | $277K | Hold |
2,000
| – | – | 0.02% | 119 |
|
2022
Q1 | $374K | Sell |
2,000
-15
| -0.7% | -$2.81K | 0.02% | 117 |
|
2021
Q4 | $330K | Hold |
2,015
| – | – | 0.02% | 123 |
|
2021
Q3 | $338K | Sell |
2,015
-175
| -8% | -$29.4K | 0.02% | 123 |
|
2021
Q2 | $362K | Sell |
2,190
-155
| -7% | -$25.6K | 0.02% | 116 |
|
2021
Q1 | $332K | Hold |
2,345
| – | – | 0.02% | 117 |
|
2020
Q4 | $284K | Hold |
2,345
| – | – | 0.02% | 120 |
|
2020
Q3 | $235K | Sell |
2,345
-200
| -8% | -$20K | 0.02% | 117 |
|
2020
Q2 | $242K | Buy |
2,545
+15
| +0.6% | +$1.43K | 0.02% | 118 |
|
2020
Q1 | $217K | Buy |
2,530
+500
| +25% | +$42.9K | 0.02% | 111 |
|
2019
Q4 | $253K | Sell |
2,030
-300
| -13% | -$37.4K | 0.02% | 116 |
|
2019
Q3 | $276K | Sell |
2,330
-150
| -6% | -$17.8K | 0.02% | 113 |
|
2019
Q2 | $306K | Hold |
2,480
| – | – | 0.03% | 109 |
|
2019
Q1 | $271K | Hold |
2,480
| – | – | 0.03% | 108 |
|
2018
Q4 | $236K | Hold |
2,480
| – | – | 0.03% | 104 |
|
2018
Q3 | $264K | Hold |
2,480
| – | – | 0.02% | 108 |
|
2018
Q2 | $243K | Hold |
2,480
| – | – | 0.02% | 108 |
|
2018
Q1 | $231K | Hold |
2,480
| – | – | 0.02% | 109 |
|
2017
Q4 | $246K | Buy |
2,480
+250
| +11% | +$24.8K | 0.03% | 103 |
|
2017
Q3 | $202K | Buy |
+2,230
| New | +$202K | 0.02% | 105 |
|
2015
Q1 | – | Sell |
-2,230
| Closed | -$208K | – | 107 |
|
2014
Q4 | $208K | Buy |
+2,230
| New | +$208K | 0.03% | 105 |
|
2014
Q3 | – | Sell |
-2,230
| Closed | -$212K | – | 102 |
|
2014
Q2 | $212K | Hold |
2,230
| – | – | 0.03% | 103 |
|
2014
Q1 | $201K | Hold |
2,230
| – | – | 0.02% | 104 |
|
2013
Q4 | $202K | Buy |
+2,230
| New | +$202K | 0.03% | 104 |
|