Raab & Moskowitz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.05M | Sell |
6,779
-23
| -0.3% | -$7.71K | 0.46% | 55 |
|
|
2025
Q4 | $2.52M | Sell |
6,802
-30
| -0.4% | -$10.7K | 0.55% | 46 |
|
|
2025
Q3 | $2.27M | Sell |
6,832
-70
| -1% | -$22.3K | 0.51% | 53 |
|
|
2025
Q2 | $2.2M | Sell |
6,902
-254
| -4% | -$71.5K | 0.52% | 56 |
|
|
2025
Q1 | $1.93M | Sell |
7,156
-74
| -1% | -$21.9K | 0.48% | 59 |
|
|
2024
Q4 | $2.15M | Sell |
7,230
-164
| -2% | -$47.1K | 0.53% | 53 |
|
|
2024
Q3 | $2.01M | Sell |
7,394
-72
| -1% | -$17.9K | 0.51% | 54 |
|
|
2024
Q2 | $1.73M | Sell |
7,466
-147
| -2% | -$34K | 0.47% | 59 |
|
|
2024
Q1 | $1.73M | Sell |
7,613
-114
| -1% | -$23.6K | 0.48% | 60 |
|
|
2023
Q4 | $1.45M | Sell |
7,727
-175
| -2% | -$28.2K | 0.46% | 63 |
|
|
2023
Q3 | $1.18M | Sell |
7,902
-31
| -0.4% | -$5.07K | 0.42% | 67 |
|
|
2023
Q2 | $1.38M | Sell |
7,933
-227
| -3% | -$36.6K | 0.47% | 61 |
|
|
2023
Q1 | $1.35M | Hold |
8,160
| – | – | 0.49% | 60 |
|
|
2022
Q4 | $1.21M | Sell |
8,160
-485
| -6% | -$71.9K | 0.46% | 66 |
|
|
2022
Q3 | $1.17M | Buy |
8,645
+367
| +4% | +$55.6K | 0.49% | 62 |
|
|
2022
Q2 | $1.15M | Buy |
8,278
+175
| +2% | +$28.9K | 0.45% | 66 |
|
|
2022
Q1 | $1.51M | Sell |
8,103
-188
| -2% | -$34K | 0.52% | 60 |
|
|
2021
Q4 | $1.36M | Buy |
8,291
+255
| +3% | +$43.5K | 0.44% | 67 |
|
|
2021
Q3 | $1.35M | Sell |
8,036
-18
| -0.2% | -$3.01K | 0.49% | 65 |
|
|
2021
Q2 | $1.33M | Sell |
8,054
-590
| -7% | -$92.4K | 0.49% | 68 |
|
|
2021
Q1 | $1.22M | Sell |
8,644
-21
| -0.2% | -$2.77K | 0.48% | 69 |
|
|
2020
Q4 | $1.05M | Sell |
8,665
-117
| -1% | -$13K | 0.43% | 72 |
|
|
2020
Q3 | $880K | Sell |
8,782
-776
| -8% | -$76.3K | 0.41% | 67 |
|
|
2020
Q2 | $909K | Sell |
9,558
-2,102
| -18% | -$194K | 0.44% | 65 |
|
|
2020
Q1 | $998K | Sell |
11,660
-1,121
| -9% | -$130K | 0.54% | 59 |
|
|
2019
Q4 | $1.59M | Sell |
12,781
-225
| -2% | -$26.9K | 0.63% | 53 |
|
|
2019
Q3 | $1.54M | Sell |
13,006
-242
| -2% | -$29.7K | 0.67% | 55 |
|
|
2019
Q2 | $1.64M | Hold |
13,248
| – | – | 0.72% | 52 |
|
|
2019
Q1 | $1.45M | Buy |
13,248
+16
| +0.1% | +$1.68K | 0.66% | 55 |
|
|
2018
Q4 | $1.26M | Sell |
13,232
-100
| -0.8% | -$10.5K | 0.62% | 56 |
|
|
2018
Q3 | $1.42M | Sell |
13,332
-534
| -4% | -$55.5K | 0.59% | 55 |
|
|
2018
Q2 | $1.36M | Sell |
13,866
-73
| -0.5% | -$7.17K | 0.65% | 50 |
|
|
2018
Q1 | $1.3M | Sell |
13,939
-1,282
| -8% | -$124K | 0.64% | 51 |
|
|
2017
Q4 | $1.51M | Hold |
15,221
| – | – | 0.73% | 50 |
|
|
2017
Q3 | $1.45M | Sell |
15,221
-2,663
| -15% | -$229K | 0.7% | 51 |
|
|
2017
Q2 | $1.51M | Sell |
17,884
-1,631
| -8% | -$129K | 0.75% | 47 |
|
|
2017
Q1 | $1.54M | Sell |
19,515
-447
| -2% | -$34.9K | 0.8% | 44 |
|
|
2016
Q4 | $1.48M | Sell |
19,962
-2,785
| -12% | -$193K | 0.8% | 47 |
|
|
2016
Q3 | $1.46M | Sell |
22,747
-2,231
| -9% | -$143K | 0.82% | 42 |
|
|
2016
Q2 | $1.52M | Sell |
24,978
-3,552
| -12% | -$225K | 0.86% | 39 |
|
|
2016
Q1 | $1.75M | Sell |
28,530
-5,623
| -16% | -$327K | 1.04% | 35 |
|
|
2015
Q4 | $2.38M | Buy |
34,153
+523
| +2% | +$38.1K | 1.42% | 24 |
|
|
2015
Q3 | $2.49M | Buy |
33,630
+1,716
| +5% | +$132K | 1.61% | 18 |
|
|
2015
Q2 | $2.48M | Buy |
31,914
+6,884
| +28% | +$546K | 1.53% | 21 |
|
|
2015
Q1 | $1.96M | Buy |
25,030
+18,126
| +263% | +$1.51M | 1.19% | 32 |
|
|
2014
Q4 | $642K | Sell |
6,904
-668
| -9% | -$59.9K | 0.37% | 74 |
|
|
2014
Q3 | $663K | Buy |
7,572
+100
| +1% | +$9K | 0.32% | 90 |
|
|
2014
Q2 | $709K | Sell |
7,472
-1,130
| -13% | -$102K | 0.34% | 87 |
|
|
2014
Q1 | $774K | Buy |
8,602
+130
| +2% | +$11.6K | 0.43% | 79 |
|
|
2013
Q4 | $769K | Buy |
+8,472
| New | +$696K | 0.44% | 79 |
|
Other funds holding AXP
VCM
VPM