Patten & Patten’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
Q3 | $1.59M | Sell |
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|
2025
Q2 | $1.61M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $987K | Sell |
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|
2022
Q3 | $960K | Buy |
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|
2022
Q2 | $962K | Hold |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.32M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1M | Hold |
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|
2020
Q3 | $831K | Buy |
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|
2020
Q2 | $767K | Hold |
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|
2020
Q1 | $689K | Buy |
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|
2019
Q4 | $988K | Hold |
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|
2019
Q3 | $939K | Sell |
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|
2019
Q2 | $981K | Hold |
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|
2019
Q1 | $869K | Hold |
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|
2018
Q4 | $758K | Hold |
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|
2018
Q3 | $846K | Sell |
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|
2018
Q2 | $784K | Sell |
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|
2018
Q1 | $774K | Sell |
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|
2017
Q4 | $839K | Sell |
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|
2017
Q3 | $800K | Sell |
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|
2017
Q2 | $810K | Sell |
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|
2017
Q1 | $893K | Sell |
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|
2016
Q4 | $890K | Sell |
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|
2016
Q3 | $1.04M | Sell |
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|
2016
Q2 | $1.33M | Sell |
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|
2016
Q1 | $3.54M | Sell |
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|
2015
Q4 | $4.28M | Sell |
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|
2015
Q3 | $4.89M | Sell |
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|
2015
Q2 | $9.57M | Buy |
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|
2015
Q1 | $8.49M | Buy |
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|
2014
Q4 | $8.32M | Buy |
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|
2014
Q3 | $7.73M | Buy |
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|
2014
Q2 | $8.12M | Sell |
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|
2014
Q1 | $10.8M | Buy |
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|
2013
Q4 | $10.9M | Sell |
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|
2013
Q3 | $9.39M | Buy |
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|
2013
Q2 | $8.77M | Buy |
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