PAM
Palisade Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
6,915
-380
| -5% | -$121K | 0.22% | 85 |
|
|
2025
Q1 | $1.96M | Sell |
7,295
-232
| -3% | -$62.4K | 0.2% | 86 |
|
|
2024
Q4 | $2.23M | Sell |
7,527
-138
| -2% | -$41K | 0.23% | 82 |
|
|
2024
Q3 | $2.08M | Buy |
7,665
+107
| +1% | +$29K | 0.2% | 85 |
|
|
2024
Q2 | $1.75M | Hold |
7,558
| – | – | 0.18% | 97 |
|
|
2024
Q1 | $1.72M | Sell |
7,558
-440
| -6% | -$100K | 0.17% | 97 |
|
|
2023
Q4 | $1.5M | Sell |
7,998
-250
| -3% | -$46.8K | 0.16% | 95 |
|
|
2023
Q3 | $1.23M | Hold |
8,248
| – | – | 0.15% | 104 |
|
|
2023
Q2 | $1.44M | Hold |
8,248
| – | – | 0.17% | 100 |
|
|
2023
Q1 | $1.36M | Sell |
8,248
-275
| -3% | -$45.4K | 0.17% | 99 |
|
|
2022
Q4 | $1.26M | Sell |
8,523
-2
| -0% | -$295 | 0.14% | 108 |
|
|
2022
Q3 | $1.15M | Sell |
8,525
-198
| -2% | -$26.7K | 0.16% | 101 |
|
|
2022
Q2 | $1.21M | Hold |
8,723
| – | – | 0.16% | 99 |
|
|
2022
Q1 | $1.63M | Sell |
8,723
-160
| -2% | -$29.9K | 0.19% | 91 |
|
|
2021
Q4 | $1.45M | Buy |
8,883
+51
| +0.6% | +$8.34K | 0.16% | 100 |
|
|
2021
Q3 | $1.48M | Hold |
8,832
| – | – | 0.18% | 96 |
|
|
2021
Q2 | $1.46M | Hold |
8,832
| – | – | 0.17% | 93 |
|
|
2021
Q1 | $1.25M | Buy |
8,832
+73
| +0.8% | +$10.3K | 0.16% | 101 |
|
|
2020
Q4 | $1.06M | Buy |
8,759
+363
| +4% | +$43.9K | 0.14% | 103 |
|
|
2020
Q3 | $842K | Hold |
8,396
| – | – | 0.13% | 106 |
|
|
2020
Q2 | $799K | Hold |
8,396
| – | – | 0.13% | 104 |
|
|
2020
Q1 | $719K | Sell |
8,396
-188
| -2% | -$16.1K | 0.13% | 105 |
|
|
2019
Q4 | $1.07M | Buy |
8,584
+531
| +7% | +$66.1K | 0.16% | 103 |
|
|
2019
Q3 | $953K | Hold |
8,053
| – | – | 0.15% | 105 |
|
|
2019
Q2 | $994K | Hold |
8,053
| – | – | 0.15% | 101 |
|
|
2019
Q1 | $880K | Sell |
8,053
-375
| -4% | -$41K | 0.14% | 107 |
|
|
2018
Q4 | $803K | Hold |
8,428
| – | – | 0.12% | 101 |
|
|
2018
Q3 | $897K | Sell |
8,428
-19
| -0.2% | -$2.02K | 0.12% | 103 |
|
|
2018
Q2 | $828K | Hold |
8,447
| – | – | 0.12% | 101 |
|
|
2018
Q1 | $788K | Hold |
8,447
| – | – | 0.12% | 106 |
|
|
2017
Q4 | $839K | Hold |
8,447
| – | – | 0.13% | 104 |
|
|
2017
Q3 | $764K | Buy |
8,447
+198
| +2% | +$17.9K | 0.14% | 94 |
|
|
2017
Q2 | $695K | Hold |
8,249
| – | – | 0.14% | 87 |
|
|
2017
Q1 | $653K | Hold |
8,249
| – | – | 0.12% | 91 |
|
|
2016
Q4 | $611K | Hold |
8,249
| – | – | 0.12% | 94 |
|
|
2016
Q3 | $528K | Hold |
8,249
| – | – | 0.1% | 99 |
|
|
2016
Q2 | $501K | Hold |
8,249
| – | – | 0.09% | 100 |
|
|
2016
Q1 | $506K | Hold |
8,249
| – | – | 0.1% | 100 |
|
|
2015
Q4 | $574K | Sell |
8,249
-325
| -4% | -$22.6K | 0.12% | 92 |
|
|
2015
Q3 | $636K | Sell |
8,574
-369
| -4% | -$27.4K | 0.14% | 92 |
|
|
2015
Q2 | $695K | Hold |
8,943
| – | – | 0.14% | 94 |
|
|
2015
Q1 | $699K | Buy |
8,943
+200
| +2% | +$15.6K | 0.14% | 91 |
|
|
2014
Q4 | $813K | Sell |
8,743
-30
| -0.3% | -$2.79K | 0.16% | 85 |
|
|
2014
Q3 | $768K | Hold |
8,773
| – | – | 0.16% | 86 |
|
|
2014
Q2 | $832K | Hold |
8,773
| – | – | 0.17% | 82 |
|
|
2014
Q1 | $790K | Hold |
8,773
| – | – | 0.17% | 84 |
|
|
2013
Q4 | $796K | Hold |
8,773
| – | – | 0.18% | 83 |
|
|
2013
Q3 | $663K | Sell |
8,773
-1,000
| -10% | -$75.6K | 0.17% | 84 |
|
|
2013
Q2 | $731K | Buy |
+9,773
| New | +$731K | 0.18% | 81 |
|