Nichols & Pratt 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
Q2 | $207K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $285K | Hold |
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|
2023
Q4 | $234K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $219K | Sell |
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|
2018
Q3 | $277K | Hold |
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|
2018
Q2 | $255K | Hold |
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|
2018
Q1 | $243K | Hold |
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|
2017
Q4 | $258K | Hold |
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|
2017
Q3 | $235K | Hold |
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|
2017
Q2 | $219K | Hold |
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|
2017
Q1 | $206K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $209K | Hold |
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|
2015
Q3 | $222K | Hold |
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|
2015
Q2 | $233K | Sell |
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|
2015
Q1 | $1.07M | Hold |
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|
2014
Q4 | $1.28M | Hold |
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|
2014
Q3 | $1.2M | Buy |
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|
2014
Q2 | $1.28M | Sell |
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|
2014
Q1 | $1.31M | Buy |
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|
2013
Q4 | $229K | Buy |
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