Naples Global Advisors’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 | $7.6M | Sell |
|
|||||
|
2025
Q2 | $7.42M | Buy |
|
|||||
|
2025
Q1 | $5.77M | Sell |
|
|||||
|
2024
Q4 | $6.48M | Sell |
|
|||||
|
2024
Q3 | $5.99M | Sell |
|
|||||
|
2024
Q2 | $5.13M | Sell |
|
|||||
|
2024
Q1 | $5.05M | Sell |
|
|||||
|
2023
Q4 | $4.18M | Buy |
|
|||||
|
2023
Q3 | $3.22M | Buy |
|
|||||
|
2023
Q2 | $3.57M | Buy |
|
|||||
|
2023
Q1 | $3.32M | Buy |
|
|||||
|
2022
Q4 | $2.92M | Buy |
|
|||||
|
2022
Q3 | $2.56M | Buy |
|
|||||
|
2022
Q2 | $2.59M | Buy |
|
|||||
|
2022
Q1 | $3.1M | Sell |
|
|||||
|
2021
Q4 | $2.73M | Buy |
|
|||||
|
2021
Q3 | $2.67M | Sell |
|
|||||
|
2021
Q2 | $2.67M | Buy |
|
|||||
|
2021
Q1 | $2.27M | Buy |
|
|||||
|
2020
Q4 | $1.91M | Sell |
|
|||||
|
2020
Q3 | $1.63M | Buy |
|
|||||
|
2020
Q2 | $1.45M | Buy |
|
|||||
|
2020
Q1 | $788K | Buy |
|
|||||
|
2019
Q4 | $875K | Buy |
|
|||||
|
2019
Q3 | $503K | Buy |
|
|||||
|
2019
Q2 | $228K | Hold |
|
|||||
|
2019
Q1 | $202K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $272K | Sell |
|
|||||
|
2016
Q4 | $287K | Sell |
|
|||||
|
2016
Q3 | $419K | Sell |
|
|||||
|
2016
Q2 | $472K | Sell |
|
|||||
|
2016
Q1 | $502K | Sell |
|
|||||
|
2015
Q4 | $1.22M | Sell |
|
|||||
|
2015
Q3 | $1.46M | Buy |
|
|||||
|
2015
Q2 | $1.51M | Buy |
|
|||||
|
2015
Q1 | $1.48M | Buy |
|
|||||
|
2014
Q4 | $1.32M | Buy |
|
|||||
|
2014
Q3 | $1.07M | Buy |
|
|||||
|
2014
Q2 | $1.14M | Buy |
|
|||||
|
2014
Q1 | $1.06M | Buy |
|
|||||
|
2013
Q4 | $715K | Buy |
|