Northwestern Mutual Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.5M | Buy |
236,719
+11,022
| +5% | +$3.52M | 0.06% | 168 |
|
|
2025
Q1 | $60.7M | Buy |
225,697
+6,917
| +3% | +$1.86M | 0.05% | 183 |
|
|
2024
Q4 | $64.9M | Buy |
218,780
+9,443
| +5% | +$2.8M | 0.05% | 165 |
|
|
2024
Q3 | $56.8M | Buy |
209,337
+3,330
| +2% | +$903K | 0.05% | 180 |
|
|
2024
Q2 | $47.7M | Sell |
206,007
-989
| -0.5% | -$229K | 0.05% | 194 |
|
|
2024
Q1 | $47.1M | Sell |
206,996
-3,166
| -2% | -$721K | 0.05% | 193 |
|
|
2023
Q4 | $39.4M | Buy |
210,162
+5,930
| +3% | +$1.11M | 0.04% | 214 |
|
|
2023
Q3 | $30.5M | Buy |
204,232
+3,658
| +2% | +$546K | 0.04% | 222 |
|
|
2023
Q2 | $34.9M | Sell |
200,574
-5,037
| -2% | -$877K | 0.05% | 206 |
|
|
2023
Q1 | $33.9M | Sell |
205,611
-1,883
| -0.9% | -$311K | 0.05% | 195 |
|
|
2022
Q4 | $30.7M | Buy |
207,494
+6,142
| +3% | +$907K | 0.05% | 199 |
|
|
2022
Q3 | $27.2M | Buy |
201,352
+10,137
| +5% | +$1.37M | 0.05% | 188 |
|
|
2022
Q2 | $26.5M | Sell |
191,215
-2,593
| -1% | -$359K | 0.05% | 192 |
|
|
2022
Q1 | $36.2M | Sell |
193,808
-29,898
| -13% | -$5.59M | 0.06% | 161 |
|
|
2021
Q4 | $36.6M | Buy |
223,706
+6,439
| +3% | +$1.05M | 0.06% | 147 |
|
|
2021
Q3 | $36.4M | Buy |
217,267
+8,589
| +4% | +$1.44M | 0.07% | 136 |
|
|
2021
Q2 | $34.5M | Buy |
208,678
+11,368
| +6% | +$1.88M | 0.07% | 141 |
|
|
2021
Q1 | $27.9M | Buy |
197,310
+10,768
| +6% | +$1.52M | 0.06% | 147 |
|
|
2020
Q4 | $22.6M | Buy |
186,542
+2,264
| +1% | +$274K | 0.05% | 148 |
|
|
2020
Q3 | $18.5M | Sell |
184,278
-2,484
| -1% | -$249K | 0.05% | 148 |
|
|
2020
Q2 | $17.8M | Buy |
186,762
+20,084
| +12% | +$1.91M | 0.05% | 142 |
|
|
2020
Q1 | $14.3M | Buy |
166,678
+12,546
| +8% | +$1.07M | 0.06% | 143 |
|
|
2019
Q4 | $19.2M | Sell |
154,132
-1,125
| -0.7% | -$140K | 0.07% | 129 |
|
|
2019
Q3 | $18.4M | Sell |
155,257
-176
| -0.1% | -$20.8K | 0.07% | 125 |
|
|
2019
Q2 | $19.2M | Buy |
155,433
+9,336
| +6% | +$1.15M | 0.08% | 118 |
|
|
2019
Q1 | $16M | Sell |
146,097
-9,159
| -6% | -$1M | 0.07% | 129 |
|
|
2018
Q4 | $14.8M | Buy |
155,256
+2,630
| +2% | +$251K | 0.07% | 125 |
|
|
2018
Q3 | $16.3M | Buy |
152,626
+16,439
| +12% | +$1.75M | 0.08% | 114 |
|
|
2018
Q2 | $13.3M | Buy |
136,187
+97,384
| +251% | +$9.54M | 0.07% | 130 |
|
|
2018
Q1 | $3.62M | Sell |
38,803
-439
| -1% | -$40.9K | 0.02% | 227 |
|
|
2017
Q4 | $3.9M | Buy |
39,242
+419
| +1% | +$41.6K | 0.02% | 217 |
|
|
2017
Q3 | $3.51M | Buy |
38,823
+1,676
| +5% | +$152K | 0.03% | 219 |
|
|
2017
Q2 | $3.13M | Sell |
37,147
-444
| -1% | -$37.4K | 0.03% | 223 |
|
|
2017
Q1 | $2.97M | Sell |
37,591
-13,591
| -27% | -$1.07M | 0.03% | 225 |
|
|
2016
Q4 | $3.81M | Buy |
+51,182
| New | +$3.81M | 0.04% | 188 |
|
|
2016
Q3 | – | Sell |
-48,951
| Closed | -$2.97M | – | 289 |
|
|
2016
Q2 | $2.97M | Buy |
48,951
+328
| +0.7% | +$19.9K | 0.04% | 202 |
|
|
2016
Q1 | $3.01M | Buy |
48,623
+16,279
| +50% | +$1.01M | 0.05% | 182 |
|
|
2015
Q4 | $2.25M | Buy |
32,344
+412
| +1% | +$28.7K | 0.04% | 198 |
|
|
2015
Q3 | $2.37M | Buy |
31,932
+2,494
| +8% | +$185K | 0.06% | 193 |
|
|
2015
Q2 | $2.29M | Buy |
29,438
+1,580
| +6% | +$123K | 0.06% | 185 |
|
|
2015
Q1 | $2.18M | Buy |
27,858
+1,476
| +6% | +$115K | 0.06% | 184 |
|
|
2014
Q4 | $2.45M | Buy |
26,382
+1,747
| +7% | +$163K | 0.08% | 171 |
|
|
2014
Q3 | $2.16M | Buy |
24,635
+1,046
| +4% | +$91.6K | 0.08% | 168 |
|
|
2014
Q2 | $2.24M | Sell |
23,589
-980
| -4% | -$93K | 0.09% | 158 |
|
|
2014
Q1 | $2.21M | Sell |
24,569
-93
| -0.4% | -$8.37K | 0.09% | 156 |
|
|
2013
Q4 | $2.24M | Buy |
24,662
+4,178
| +20% | +$379K | 0.1% | 144 |
|
|
2013
Q3 | $1.55M | Sell |
20,484
-1,889
| -8% | -$143K | 0.08% | 163 |
|
|
2013
Q2 | $1.67M | Buy |
+22,373
| New | +$1.67M | 0.1% | 148 |
|