Novare 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
2025
Q3
$265K Sell
2025
Q2
$283K Sell
2025
Q1
$301K Sell
2024
Q4
$357K Buy
2024
Q3
$304K Hold
2024
Q2
$260K Sell
2024
Q1
$268K Buy
2016
Q2
Sell
2016
Q1
$332K Sell
2015
Q4
$2.88M Sell
2015
Q3
$5.14M Buy
2015
Q2
$5.39M Buy
2015
Q1
$5.25M Buy
2014
Q4
$5.01M Buy
2014
Q3
$4.53M Buy
2014
Q2
$4.62M Buy
2014
Q1
$4.3M Sell
2013
Q4
$4.45M Sell
2013
Q3
$3.79M Sell
2013
Q2
$4.43M Buy