North Star 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 | $1.49M | Hold |
4,685
| – | – | 0.1% | 187 |
|
|
2025
Q1 | $1.26M | Hold |
4,685
| – | – | 0.09% | 196 |
|
|
2024
Q4 | $1.39M | Buy |
4,685
+1
| +0% | +$297 | 0.1% | 189 |
|
|
2024
Q3 | $1.27M | Sell |
4,684
-39
| -0.8% | -$10.6K | 0.09% | 204 |
|
|
2024
Q2 | $1.09M | Sell |
4,723
-945
| -17% | -$219K | 0.08% | 219 |
|
|
2024
Q1 | $1.29M | Buy |
5,668
+899
| +19% | +$205K | 0.09% | 201 |
|
|
2023
Q4 | $893K | Sell |
4,769
-50
| -1% | -$9.37K | 0.07% | 245 |
|
|
2023
Q3 | $719K | Buy |
4,819
+39
| +0.8% | +$5.82K | 0.06% | 268 |
|
|
2023
Q2 | $833K | Buy |
4,780
+50
| +1% | +$8.71K | 0.07% | 258 |
|
|
2023
Q1 | $780K | Buy |
4,730
+2,001
| +73% | +$330K | 0.06% | 271 |
|
|
2022
Q4 | $403K | Buy |
2,729
+40
| +1% | +$5.91K | 0.04% | 359 |
|
|
2022
Q3 | $363K | Sell |
2,689
-7
| -0.3% | -$945 | 0.04% | 318 |
|
|
2022
Q2 | $374K | Hold |
2,696
| – | – | 0.03% | 323 |
|
|
2022
Q1 | $504K | Sell |
2,696
-8
| -0.3% | -$1.5K | 0.04% | 303 |
|
|
2021
Q4 | $442K | Hold |
2,704
| – | – | 0.03% | 319 |
|
|
2021
Q3 | $453K | Sell |
2,704
-10
| -0.4% | -$1.68K | 0.04% | 310 |
|
|
2021
Q2 | $448K | Sell |
2,714
-13
| -0.5% | -$2.15K | 0.04% | 307 |
|
|
2021
Q1 | $386K | Sell |
2,727
-10
| -0.4% | -$1.42K | 0.04% | 299 |
|
|
2020
Q4 | $331K | Hold |
2,737
| – | – | 0.03% | 304 |
|
|
2020
Q3 | $274K | Hold |
2,737
| – | – | 0.03% | 317 |
|
|
2020
Q2 | $261K | Sell |
2,737
-380
| -12% | -$36.2K | 0.03% | 305 |
|
|
2020
Q1 | $267K | Sell |
3,117
-4,560
| -59% | -$391K | 0.04% | 294 |
|
|
2019
Q4 | $956K | Sell |
7,677
-1,000
| -12% | -$125K | 0.1% | 207 |
|
|
2019
Q3 | $1.03M | Buy |
8,677
+970
| +13% | +$115K | 0.11% | 199 |
|
|
2019
Q2 | $951K | Hold |
7,707
| – | – | 0.11% | 214 |
|
|
2019
Q1 | $842K | Sell |
7,707
-80
| -1% | -$8.74K | 0.1% | 228 |
|
|
2018
Q4 | $742K | Hold |
7,787
| – | – | 0.1% | 219 |
|
|
2018
Q3 | $829K | Hold |
7,787
| – | – | 0.09% | 228 |
|
|
2018
Q2 | $763K | Hold |
7,787
| – | – | 0.09% | 233 |
|
|
2018
Q1 | $726K | Buy |
7,787
+430
| +6% | +$40.1K | 0.09% | 230 |
|
|
2017
Q4 | $731K | Hold |
7,357
| – | – | 0.09% | 220 |
|
|
2017
Q3 | $666K | Buy |
7,357
+4,410
| +150% | +$399K | 0.08% | 225 |
|
|
2017
Q2 | $248K | Buy |
2,947
+20
| +0.7% | +$1.68K | 0.03% | 323 |
|
|
2017
Q1 | $232K | Buy |
2,927
+405
| +16% | +$32.1K | 0.03% | 322 |
|
|
2016
Q4 | $187K | Buy |
2,522
+2,200
| +683% | +$163K | 0.03% | 332 |
|
|
2016
Q3 | $21K | Hold |
322
| – | – | ﹤0.01% | 534 |
|
|
2016
Q2 | $20K | Sell |
322
-500
| -61% | -$31.1K | ﹤0.01% | 535 |
|
|
2016
Q1 | $50K | Hold |
822
| – | – | 0.01% | 401 |
|
|
2015
Q4 | $57K | Buy |
822
+322
| +64% | +$22.3K | 0.01% | 388 |
|
|
2015
Q3 | $37K | Sell |
500
-320
| -39% | -$23.7K | 0.01% | 428 |
|
|
2015
Q2 | $64K | Hold |
820
| – | – | 0.01% | 373 |
|
|
2015
Q1 | $64K | Sell |
820
-200
| -20% | -$15.6K | 0.01% | 362 |
|
|
2014
Q4 | $95K | Sell |
1,020
-300
| -23% | -$27.9K | 0.02% | 324 |
|
|
2014
Q3 | $116K | Sell |
1,320
-322
| -20% | -$28.3K | 0.02% | 303 |
|
|
2014
Q2 | $156K | Buy |
1,642
+622
| +61% | +$59.1K | 0.03% | 284 |
|
|
2014
Q1 | $92K | Buy |
+1,020
| New | +$92K | 0.02% | 327 |
|