Osterweis 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
Q2 | $358K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $233K | Hold |
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|
2024
Q2 | $199K | Sell |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $184K | Hold |
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|
2023
Q3 | $147K | Hold |
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|
2023
Q2 | $171K | Hold |
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|
2023
Q1 | $162K | Hold |
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|
2022
Q4 | $145K | Hold |
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|
2022
Q3 | $132K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Hold |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $221K | Sell |
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|
2019
Q1 | $587K | Hold |
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|
2018
Q4 | $512K | Sell |
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|
2018
Q3 | $678K | Hold |
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|
2018
Q2 | $625K | Hold |
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|
2018
Q1 | $594K | Hold |
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|
2017
Q4 | $633K | Hold |
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|
2017
Q3 | $576K | Hold |
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|
2017
Q2 | $537K | Hold |
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|
2017
Q1 | $504K | Hold |
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|
2016
Q4 | $472K | Sell |
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|
2016
Q3 | $426K | Hold |
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|
2016
Q2 | $405K | Hold |
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|
2016
Q1 | $408K | Sell |
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|
2015
Q4 | $22.7M | Sell |
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|
2015
Q3 | $71.2M | Buy |
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|
2015
Q2 | $64.2M | Buy |
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|
2015
Q1 | $64M | Buy |
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|
2014
Q4 | $500K | Hold |
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|
2014
Q3 | $471K | Hold |
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|
2014
Q2 | $510K | Hold |
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|
2014
Q1 | $484K | Hold |
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|
2013
Q4 | $488K | Hold |
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|
2013
Q3 | $440K | Sell |
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|
2013
Q2 | $476K | Buy |
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