North Star Asset 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 | $299K | Sell |
937
-393
| -30% | -$125K | 0.01% | 277 |
|
|
2025
Q1 | $358K | Buy |
1,330
+18
| +1% | +$4.84K | 0.02% | 241 |
|
|
2024
Q4 | $389K | Hold |
1,312
| – | – | 0.02% | 237 |
|
|
2024
Q3 | $356K | Buy |
1,312
+33
| +3% | +$8.95K | 0.02% | 246 |
|
|
2024
Q2 | $296K | Hold |
1,279
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $291K | Buy |
1,279
+43
| +3% | +$9.79K | 0.01% | 261 |
|
|
2023
Q4 | $232K | Buy |
+1,236
| New | +$232K | 0.01% | 275 |
|
|
2023
Q3 | – | Sell |
-1,236
| Closed | -$215K | – | 298 |
|
|
2023
Q2 | $215K | Hold |
1,236
| – | – | 0.01% | 275 |
|
|
2023
Q1 | $204K | Buy |
+1,236
| New | +$204K | 0.01% | 284 |
|
|
2022
Q2 | – | Sell |
-1,246
| Closed | -$233K | – | 295 |
|
|
2022
Q1 | $233K | Buy |
+1,246
| New | +$233K | 0.01% | 278 |
|
|
2021
Q4 | – | Sell |
-1,200
| Closed | -$201K | – | 316 |
|
|
2021
Q3 | $201K | Buy |
+1,200
| New | +$201K | 0.01% | 294 |
|