Palisades Hudson 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 | $738K | Hold |
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|
2025
Q1 | $623K | Sell |
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|
2024
Q4 | $808K | Hold |
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|
2024
Q3 | $738K | Buy |
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|
2024
Q2 | $514K | Hold |
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|
2024
Q1 | $506K | Hold |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $331K | Hold |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $364K | Hold |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $561K | Buy |
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|
2021
Q4 | $490K | Hold |
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|
2021
Q3 | $501K | Hold |
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|
2021
Q2 | $495K | Hold |
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|
2021
Q1 | $423K | Hold |
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|
2020
Q4 | $362K | Hold |
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|
2020
Q3 | $300K | Hold |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $256K | Hold |
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|
2019
Q4 | $373K | Hold |
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|
2019
Q3 | $354K | Hold |
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|
2019
Q2 | $369K | Hold |
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|
2019
Q1 | $327K | Sell |
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|
2018
Q4 | $349K | Hold |
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|
2018
Q3 | $390K | Sell |
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|
2018
Q2 | $376K | Hold |
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|
2018
Q1 | $358K | Hold |
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|
2017
Q4 | $381K | Hold |
|
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|
2017
Q3 | $347K | Sell |
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|
2017
Q2 | $325K | Hold |
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|
2017
Q1 | $305K | Hold |
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|
2016
Q4 | $286K | Hold |
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|
2016
Q3 | $247K | Hold |
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|
2016
Q2 | $234K | Sell |
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|
2016
Q1 | $262K | Hold |
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|
2015
Q4 | $297K | Hold |
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|
2015
Q3 | $317K | Hold |
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|
2015
Q2 | $333K | Hold |
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|
2015
Q1 | $334K | Hold |
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|
2014
Q4 | $398K | Sell |
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|
2014
Q3 | $382K | Buy |
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|
2014
Q2 | $303K | Hold |
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|
2014
Q1 | $288K | Hold |
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|
2013
Q4 | $290K | Hold |
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|
2013
Q3 | $241K | Buy |
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|
2013
Q2 | $233K | Buy |
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