Mountain Pacific Investment Advisers’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $500K | Sell |
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|
2025
Q2 | $525K | Hold |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $548K | Sell |
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|
2024
Q3 | $507K | Buy |
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|
2024
Q2 | $423K | Sell |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $375K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $330K | Hold |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $276K | Sell |
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|
2019
Q2 | $306K | Hold |
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|
2019
Q1 | $271K | Hold |
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|
2018
Q4 | $236K | Hold |
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|
2018
Q3 | $264K | Hold |
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|
2018
Q2 | $243K | Hold |
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|
2018
Q1 | $231K | Hold |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q3 | $202K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $208K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $212K | Hold |
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|
2014
Q1 | $201K | Hold |
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|
2013
Q4 | $202K | Buy |
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