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Northside Capital Management’s American Express AXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
3,613
+1,930
+115% +$616K 0.09% 88
2025
Q1
$453K Hold
1,683
0.07% 69
2024
Q4
$499K Hold
1,683
0.13% 59
2024
Q3
$456K Hold
1,683
0.07% 62
2024
Q2
$390K Sell
1,683
-122
-7% -$28.2K 0.07% 67
2024
Q1
$411K Hold
1,805
0.07% 66
2023
Q4
$338K Hold
1,805
0.11% 76
2023
Q3
$269K Hold
1,805
0.06% 83
2023
Q2
$314K Hold
1,805
0.11% 69
2023
Q1
$298K Hold
1,805
0.08% 71
2022
Q4
$267K Hold
1,805
0.08% 76
2022
Q3
$244K Hold
1,805
0.08% 76
2022
Q2
$250K Hold
1,805
0.08% 77
2022
Q1
$338K Hold
1,805
0.09% 63
2021
Q4
$295K Hold
1,805
0.08% 68
2021
Q3
$302K Hold
1,805
0.08% 69
2021
Q2
$298K Hold
1,805
0.07% 71
2021
Q1
$255K Sell
1,805
-85
-4% -$12K 0.07% 76
2020
Q4
$229K Buy
+1,890
New +$229K 0.07% 80
2020
Q3
Sell
-2,350
Closed -$224K 89
2020
Q2
$224K Hold
2,350
0.08% 86
2020
Q1
$201K Hold
2,350
0.1% 80
2019
Q4
$293K Sell
2,350
-365
-13% -$45.5K 0.1% 75
2019
Q3
$321K Buy
+2,715
New +$321K 0.11% 75
2017
Q2
Sell
-7,265
Closed -$575K 63
2017
Q1
$575K Buy
+7,265
New +$575K 0.16% 84