MTM Investment Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Hold	3,880	–	–	0.37%	71
2025 Q4	$1.44M	Hold	3,880	–	–	0.46%	57
2025 Q3	$1.29M	Buy	3,880 +58	+2%	+$18.4K	0.41%	63
2025 Q2	$1.22M	Hold	3,822	–	–	0.41%	63
2025 Q1	$1.03M	Hold	3,822	–	–	0.4%	70
2024 Q4	$1.13M	Hold	3,822	–	–	0.44%	64
2024 Q3	$1.05M	Hold	3,822	–	–	0.41%	67
2024 Q2	$885K	Sell	3,822 -6	-0.2%	-$1.39K	0.36%	72
2024 Q1	$872K	Hold	3,828	–	–	0.36%	73
2023 Q4	$717K	Buy	3,828 +6	+0.2%	+$966	0.33%	78
2023 Q3	$570K	Hold	3,822	–	–	0.29%	90
2023 Q2	$666K	Hold	3,822	–	–	0.33%	84
2023 Q1	$630K	Hold	3,822	–	–	0.32%	86
2022 Q4	$565K	Hold	3,822	–	–	0.29%	94
2022 Q3	$516K	Sell	3,822 -34	-0.9%	-$5.15K	0.29%	91
2022 Q2	$541K	Sell	3,856 -35	-0.9%	-$5.78K	0.29%	94
2022 Q1	$728K	Hold	3,891	–	–	0.35%	84
2021 Q4	$637K	Hold	3,891	–	–	0.3%	93
2021 Q3	$652K	Buy	3,891 +75	+2%	+$12.5K	0.35%	85
2021 Q2	$631K	Hold	3,816	–	–	0.33%	86
2021 Q1	$540K	Sell	3,816 -58	-1%	-$7.66K	0.3%	88
2020 Q4	$468K	Buy	+3,874	New	+$429K	0.29%	90