Northwest & Ethical Investments’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 | $7.37M | Buy |
23,118
+2,784
| +14% | +$888K | 0.18% | 146 |
|
|
2025
Q1 | $5.47M | Sell |
20,334
-8,081
| -28% | -$2.17M | 0.15% | 166 |
|
|
2024
Q4 | $8.43M | Sell |
28,415
-14,335
| -34% | -$4.25M | 0.23% | 138 |
|
|
2024
Q3 | $11.6M | Sell |
42,750
-14,198
| -25% | -$3.85M | 0.31% | 111 |
|
|
2024
Q2 | $13.2M | Sell |
56,948
-877
| -2% | -$203K | 0.38% | 85 |
|
|
2024
Q1 | $13.2M | Sell |
57,825
-3,381
| -6% | -$770K | 0.38% | 86 |
|
|
2023
Q4 | $11.5M | Sell |
61,206
-1,219
| -2% | -$228K | 0.35% | 99 |
|
|
2023
Q3 | $9.31M | Sell |
62,425
-1,619
| -3% | -$242K | 0.31% | 108 |
|
|
2023
Q2 | $11.2M | Sell |
64,044
-26,503
| -29% | -$4.62M | 0.36% | 88 |
|
|
2023
Q1 | $14.9M | Sell |
90,547
-4,518
| -5% | -$745K | 0.5% | 60 |
|
|
2022
Q4 | $14M | Buy |
95,065
+25,246
| +36% | +$3.73M | 0.49% | 67 |
|
|
2022
Q3 | $9.42M | Buy |
69,819
+35,058
| +101% | +$4.73M | 0.38% | 86 |
|
|
2022
Q2 | $4.82M | Buy |
34,761
+170
| +0.5% | +$23.6K | 0.18% | 157 |
|
|
2022
Q1 | $6.47M | Sell |
34,591
-1,515
| -4% | -$283K | 0.21% | 132 |
|
|
2021
Q4 | $5.91M | Sell |
36,106
-15,624
| -30% | -$2.56M | 0.17% | 145 |
|
|
2021
Q3 | $8.67M | Sell |
51,730
-72,675
| -58% | -$12.2M | 0.28% | 108 |
|
|
2021
Q2 | $20.6M | Buy |
124,405
+62,529
| +101% | +$10.3M | 0.67% | 47 |
|
|
2021
Q1 | $8.75M | Sell |
61,876
-2,069
| -3% | -$293K | 0.31% | 101 |
|
|
2020
Q4 | $7.73M | Sell |
63,945
-12,028
| -16% | -$1.45M | 0.3% | 109 |
|
|
2020
Q3 | $7.62M | Buy |
75,973
+1,007
| +1% | +$101K | 0.34% | 98 |
|
|
2020
Q2 | $7.13M | Buy |
74,966
+14,746
| +24% | +$1.4M | 0.34% | 99 |
|
|
2020
Q1 | $5.16M | Buy |
+60,220
| New | +$5.16M | 0.3% | 108 |
|
|
2018
Q2 | – | Sell |
-26,100
| Closed | -$2.43M | – | 359 |
|
|
2018
Q1 | $2.43M | Hold |
26,100
| – | – | 0.16% | 192 |
|
|
2017
Q4 | $2.59M | Sell |
26,100
-11,900
| -31% | -$1.18M | 0.17% | 177 |
|
|
2017
Q3 | $3.44M | Sell |
38,000
-39,679
| -51% | -$3.59M | 0.21% | 131 |
|
|
2017
Q2 | $6.54M | Buy |
77,679
+1,000
| +1% | +$84.2K | 0.44% | 48 |
|
|
2017
Q1 | $6.07M | Buy |
76,679
+37,291
| +95% | +$2.95M | 0.41% | 53 |
|
|
2016
Q4 | $2.92M | Hold |
39,388
| – | – | 0.2% | 126 |
|
|
2016
Q3 | $2.52M | Sell |
39,388
-89,600
| -69% | -$5.74M | 0.18% | 134 |
|
|
2016
Q2 | $7.84M | Buy |
128,988
+10,300
| +9% | +$626K | 0.59% | 43 |
|
|
2016
Q1 | $7.29M | Buy |
118,688
+2,300
| +2% | +$141K | 0.49% | 65 |
|
|
2015
Q4 | $8.09M | Buy |
116,388
+7,687
| +7% | +$535K | 0.58% | 54 |
|
|
2015
Q3 | $8.06M | Hold |
108,701
| – | – | 0.62% | 45 |
|
|
2015
Q2 | $8.45M | Buy |
108,701
+68,280
| +169% | +$5.31M | 0.56% | 52 |
|
|
2015
Q1 | $3.16M | Sell |
40,421
-1,120
| -3% | -$87.5K | 0.22% | 123 |
|
|
2014
Q4 | $3.86M | Sell |
41,541
-5,000
| -11% | -$465K | 0.26% | 97 |
|
|
2014
Q3 | $4.07M | Hold |
46,541
| – | – | 0.27% | 93 |
|
|
2014
Q2 | $4.42M | Hold |
46,541
| – | – | 0.27% | 88 |
|
|
2014
Q1 | $4.19M | Sell |
46,541
-200
| -0.4% | -$18K | 0.27% | 89 |
|
|
2013
Q4 | $4.24M | Hold |
46,741
| – | – | 0.28% | 86 |
|
|
2013
Q3 | $3.53M | Sell |
46,741
-11,500
| -20% | -$868K | 0.26% | 89 |
|
|
2013
Q2 | $4.35M | Buy |
+58,241
| New | +$4.35M | 0.34% | 72 |
|