Pecaut & Co’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.63M | Hold |
5,119
| – | – | 0.54% | 34 |
|
2025
Q1 | $1.38M | Sell |
5,119
-50
| -1% | -$13.5K | 0.47% | 32 |
|
2024
Q4 | $1.53M | Hold |
5,169
| – | – | 0.53% | 33 |
|
2024
Q3 | $1.4M | Sell |
5,169
-45
| -0.9% | -$12.2K | 0.5% | 36 |
|
2024
Q2 | $1.21M | Sell |
5,214
-126
| -2% | -$29.2K | 0.46% | 36 |
|
2024
Q1 | $1.22M | Hold |
5,340
| – | – | 0.45% | 38 |
|
2023
Q4 | $1M | Hold |
5,340
| – | – | 0.4% | 40 |
|
2023
Q3 | $797K | Sell |
5,340
-87
| -2% | -$13K | 0.33% | 44 |
|
2023
Q2 | $945K | Hold |
5,427
| – | – | 0.4% | 42 |
|
2023
Q1 | $895K | Hold |
5,427
| – | – | 0.41% | 42 |
|
2022
Q4 | $802K | Sell |
5,427
-837
| -13% | -$124K | 0.38% | 44 |
|
2022
Q3 | $845K | Buy |
6,264
+797
| +15% | +$108K | 0.45% | 43 |
|
2022
Q2 | $758K | Sell |
5,467
-200
| -4% | -$27.7K | 0.43% | 45 |
|
2022
Q1 | $1.06M | Hold |
5,667
| – | – | 0.52% | 35 |
|
2021
Q4 | $927K | Sell |
5,667
-100
| -2% | -$16.4K | 0.47% | 39 |
|
2021
Q3 | $966K | Hold |
5,767
| – | – | 0.58% | 35 |
|
2021
Q2 | $953K | Hold |
5,767
| – | – | 0.62% | 28 |
|
2021
Q1 | $816K | Hold |
5,767
| – | – | 0.59% | 26 |
|
2020
Q4 | $697K | Sell |
5,767
-2,500
| -30% | -$302K | 0.52% | 27 |
|
2020
Q3 | $829K | Sell |
8,267
-300
| -4% | -$30.1K | 0.63% | 28 |
|
2020
Q2 | $816K | Hold |
8,567
| – | – | 0.64% | 28 |
|
2020
Q1 | $733K | Buy |
8,567
+40
| +0.5% | +$3.42K | 0.67% | 28 |
|
2019
Q4 | $1.06M | Sell |
8,527
-125
| -1% | -$15.6K | 0.68% | 29 |
|
2019
Q3 | $1.02M | Hold |
8,652
| – | – | 0.71% | 29 |
|
2019
Q2 | $1.07M | Hold |
8,652
| – | – | 0.73% | 30 |
|
2019
Q1 | $946K | Hold |
8,652
| – | – | 0.65% | 32 |
|
2018
Q4 | $825K | Hold |
8,652
| – | – | 0.68% | 28 |
|
2018
Q3 | $921K | Hold |
8,652
| – | – | 0.64% | 32 |
|
2018
Q2 | $848K | Hold |
8,652
| – | – | 0.62% | 34 |
|
2018
Q1 | $807K | Hold |
8,652
| – | – | 0.61% | 34 |
|
2017
Q4 | $859K | Buy |
8,652
+278
| +3% | +$27.6K | 0.63% | 34 |
|
2017
Q3 | $758K | Sell |
8,374
-26
| -0.3% | -$2.35K | 0.62% | 35 |
|
2017
Q2 | $708K | Sell |
8,400
-600
| -7% | -$50.6K | 0.59% | 34 |
|
2017
Q1 | $712K | Sell |
9,000
-8,600
| -49% | -$680K | 0.64% | 34 |
|
2016
Q4 | $1.3M | Hold |
17,600
| – | – | 1.26% | 24 |
|
2016
Q3 | $1.13M | Sell |
17,600
-11,300
| -39% | -$724K | 1.21% | 26 |
|
2016
Q2 | $1.76M | Sell |
28,900
-6,900
| -19% | -$419K | 1.82% | 20 |
|
2016
Q1 | $2.2M | Sell |
35,800
-300
| -0.8% | -$18.4K | 2.23% | 17 |
|
2015
Q4 | $2.51M | Hold |
36,100
| – | – | 2.6% | 15 |
|
2015
Q3 | $2.68M | Hold |
36,100
| – | – | 2.75% | 14 |
|
2015
Q2 | $2.81M | Sell |
36,100
-4,100
| -10% | -$319K | 2.71% | 16 |
|
2015
Q1 | $3.14M | Sell |
40,200
-4,600
| -10% | -$359K | 3.08% | 12 |
|
2014
Q4 | $4.17M | Sell |
44,800
-1,500
| -3% | -$140K | 3.92% | 7 |
|
2014
Q3 | $4.05M | Sell |
46,300
-800
| -2% | -$70K | 3.98% | 8 |
|
2014
Q2 | $4.47M | Sell |
47,100
-300
| -0.6% | -$28.5K | 4.16% | 7 |
|
2014
Q1 | $4.27M | Sell |
47,400
-2,850
| -6% | -$257K | 4.22% | 5 |
|
2013
Q4 | $4.56M | Buy |
+50,250
| New | +$4.56M | 4.44% | 3 |
|