Palisades Hudson Asset Management’s American Express AXP Stock Holding History

Palisades Hudson Asset Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$738K	Hold	2,315	–	–	0.29%	40
2025 Q1	$623K	Sell	2,315 -406	-15%	-$109K	0.28%	43
2024 Q4	$808K	Hold	2,721	–	–	0.34%	39
2024 Q3	$738K	Buy	2,721 +500	+23%	+$136K	0.31%	41
2024 Q2	$514K	Hold	2,221	–	–	0.24%	52
2024 Q1	$506K	Hold	2,221	–	–	0.23%	53
2023 Q4	$416K	Buy	2,221 +4	+0.2%	+$749	0.2%	59
2023 Q3	$331K	Hold	2,217	–	–	0.18%	63
2023 Q2	$386K	Sell	2,217 -396	-15%	-$68.9K	0.2%	61
2023 Q1	$431K	Sell	2,613 -85	-3%	-$14K	0.23%	55
2022 Q4	$398K	Hold	2,698	–	–	0.22%	59
2022 Q3	$364K	Hold	2,698	–	–	0.22%	59
2022 Q2	$374K	Sell	2,698 -302	-10%	-$41.9K	0.21%	61
2022 Q1	$561K	Buy	3,000 +7	+0.2%	+$1.31K	0.26%	50
2021 Q4	$490K	Hold	2,993	–	–	0.21%	59
2021 Q3	$501K	Hold	2,993	–	–	0.23%	53
2021 Q2	$495K	Hold	2,993	–	–	0.22%	54
2021 Q1	$423K	Hold	2,993	–	–	0.2%	58
2020 Q4	$362K	Hold	2,993	–	–	0.19%	63
2020 Q3	$300K	Hold	2,993	–	–	0.19%	73
2020 Q2	$285K	Hold	2,993	–	–	0.19%	69
2020 Q1	$256K	Hold	2,993	–	–	0.22%	68
2019 Q4	$373K	Hold	2,993	–	–	0.24%	58
2019 Q3	$354K	Hold	2,993	–	–	0.25%	57
2019 Q2	$369K	Hold	2,993	–	–	0.26%	55
2019 Q1	$327K	Sell	2,993 -670	-18%	-$73.2K	0.21%	62
2018 Q4	$349K	Hold	3,663	–	–	0.2%	65
2018 Q3	$390K	Sell	3,663 -171	-4%	-$18.2K	0.2%	63
2018 Q2	$376K	Hold	3,834	–	–	0.2%	64
2018 Q1	$358K	Hold	3,834	–	–	0.2%	66
2017 Q4	$381K	Hold	3,834	–	–	0.21%	66
2017 Q3	$347K	Sell	3,834 -21	-0.5%	-$1.9K	0.2%	70
2017 Q2	$325K	Hold	3,855	–	–	0.19%	78
2017 Q1	$305K	Hold	3,855	–	–	0.19%	70
2016 Q4	$286K	Hold	3,855	–	–	0.18%	67
2016 Q3	$247K	Hold	3,855	–	–	0.19%	80
2016 Q2	$234K	Sell	3,855 -418	-10%	-$25.4K	0.19%	80
2016 Q1	$262K	Hold	4,273	–	–	0.21%	72
2015 Q4	$297K	Hold	4,273	–	–	0.25%	59
2015 Q3	$317K	Hold	4,273	–	–	0.28%	49
2015 Q2	$333K	Hold	4,273	–	–	0.29%	51
2015 Q1	$334K	Hold	4,273	–	–	0.26%	56
2014 Q4	$398K	Sell	4,273 -96	-2%	-$8.94K	0.31%	43
2014 Q3	$382K	Buy	4,369 +1,172	+37%	+$102K	0.31%	40
2014 Q2	$303K	Hold	3,197	–	–	0.25%	46
2014 Q1	$288K	Hold	3,197	–	–	0.25%	47
2013 Q4	$290K	Hold	3,197	–	–	0.24%	49
2013 Q3	$241K	Buy	3,197 +80	+3%	+$6.03K	0.22%	52
2013 Q2	$233K	Buy	+3,117	New	+$233K	0.22%	54