MTM Investment Management’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 | $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% | +$1.12K | 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% | -$4.59K | 0.29% | 91 |
|
|
2022
Q2 | $541K | Sell |
3,856
-35
| -0.9% | -$4.91K | 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% | +$12.6K | 0.35% | 85 |
|
|
2021
Q2 | $631K | Hold |
3,816
| – | – | 0.33% | 86 |
|
|
2021
Q1 | $540K | Sell |
3,816
-58
| -1% | -$8.21K | 0.3% | 88 |
|
|
2020
Q4 | $468K | Buy |
+3,874
| New | +$468K | 0.29% | 90 |
|