R.M. Davis Inc’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 | $591K | Buy |
|
|||||
|
2025
Q1 | $412K | Buy |
|
|||||
|
2024
Q4 | $217K | Sell |
|
|||||
|
2024
Q3 | $404K | Sell |
|
|||||
|
2024
Q2 | $352K | Sell |
|
|||||
|
2024
Q1 | $424K | Hold |
|
|||||
|
2023
Q4 | $349K | Sell |
|
|||||
|
2023
Q3 | $289K | Sell |
|
|||||
|
2023
Q2 | $341K | Buy |
|
|||||
|
2023
Q1 | $319K | Buy |
|
|||||
|
2022
Q4 | $248K | Sell |
|
|||||
|
2022
Q3 | $308K | Buy |
|
|||||
|
2022
Q2 | $203K | Buy |
|
|||||
|
2022
Q1 | $265K | Sell |
|
|||||
|
2021
Q4 | $321K | Sell |
|
|||||
|
2021
Q3 | $336K | Buy |
|
|||||
|
2021
Q2 | $313K | Buy |
|
|||||
|
2021
Q1 | $220K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $215K | Sell |
|
|||||
|
2020
Q1 | $232K | Buy |
|
|||||
|
2019
Q4 | $302K | Sell |
|
|||||
|
2019
Q3 | $303K | Buy |
|
|||||
|
2019
Q2 | $220K | Sell |
|
|||||
|
2019
Q1 | $239K | Sell |
|
|||||
|
2018
Q4 | $219K | Buy |
|
|||||
|
2018
Q3 | $233K | Hold |
|
|||||
|
2018
Q2 | $214K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $212K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $549K | Sell |
|
|||||
|
2015
Q2 | $1.79M | Sell |
|
|||||
|
2015
Q1 | $4.37M | Sell |
|
|||||
|
2014
Q4 | $9.09M | Buy |
|
|||||
|
2014
Q3 | $8.15M | Sell |
|
|||||
|
2014
Q2 | $8.91M | Sell |
|
|||||
|
2014
Q1 | $8.48M | Sell |
|
|||||
|
2013
Q4 | $8.85M | Buy |
|
|||||
|
2013
Q3 | $7.18M | Buy |
|
|||||
|
2013
Q2 | $7M | Buy |
|