O'Shaughnessy Asset 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
Q2 | $31.6M | Buy |
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|
2025
Q1 | $21.5M | Buy |
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|
2024
Q4 | $22.9M | Buy |
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|
2024
Q3 | $19.7M | Buy |
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|
2024
Q2 | $14.4M | Buy |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $7.64M | Buy |
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|
2023
Q3 | $5.61M | Buy |
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|
2023
Q2 | $5.92M | Sell |
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|
2023
Q1 | $6.09M | Buy |
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|
2022
Q4 | $4.87M | Buy |
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|
2022
Q3 | $4.4M | Buy |
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|
2022
Q2 | $4M | Sell |
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|
2022
Q1 | $5.48M | Buy |
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|
2021
Q4 | $3.11M | Sell |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $1.69M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $839K | Buy |
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|
2020
Q2 | $556K | Buy |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $0 | Buy |
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|
2019
Q2 | $0 | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $48.1M | Sell |
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|
2017
Q4 | $77.7M | Sell |
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|
2017
Q3 | $101M | Sell |
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|
2017
Q2 | $94.5M | Buy |
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|
2017
Q1 | $65.8M | Buy |
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|
2016
Q4 | $42.3M | Buy |
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|
2016
Q3 | $11.8M | Buy |
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|
2016
Q2 | $2.19M | Buy |
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|
2016
Q1 | $1.61M | Buy |
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|
2015
Q4 | $7K | Buy |
|
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $5K | Buy |
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|
2015
Q1 | $1K | Sell |
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|
2014
Q4 | $77K | Sell |
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|
2014
Q3 | $239K | Sell |
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|
2014
Q2 | $444K | Sell |
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|
2014
Q1 | $15.9M | Sell |
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|
2013
Q4 | $16.7M | Buy |
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|
2013
Q3 | $13.4M | Buy |
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|
2013
Q2 | $13.3M | Buy |
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