Northside Capital Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$756K	Hold	2,235	–	–	0.06%	114
2026 Q1	$676K	Sell	2,235 -250	-10%	-$83.8K	0.06%	113
2025 Q4	$919K	Sell	2,485 -1,128	-31%	-$404K	0.08%	101
2025 Q3	$1.2M	Hold	3,613	–	–	0.11%	90
2025 Q2	$1.15M	Buy	3,613 +1,930	+115%	+$543K	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%	-$28.3K	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%	-$11.2K	0.07%	76
2020 Q4	$229K	Buy	+1,890	New	+$209K	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%	-$43.6K	0.1%	75
2019 Q3	$321K	Buy	+2,715	New	+$333K	0.11%	75
2017 Q2	–	Sell	-7,265	Closed	-$575K	–	63
2017 Q1	$575K	Buy	+7,265	New	+$568K	0.16%	84

Other funds holding AXP