Richard Bernstein Advisors’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 | $3.79M | Sell |
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|
2025
Q1 | $3.54M | Sell |
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|
2024
Q4 | $4.1M | Sell |
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|
2024
Q3 | $4.84M | Hold |
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|
2024
Q2 | $4.13M | Hold |
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|
2024
Q1 | $4.06M | Hold |
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|
2023
Q4 | $3.34M | Sell |
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|
2023
Q3 | $3.02M | Hold |
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|
2023
Q2 | $3.53M | Hold |
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|
2023
Q1 | $3.34M | Hold |
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|
2022
Q4 | $2.99M | Sell |
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|
2022
Q3 | $3.04M | Sell |
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|
2022
Q2 | $3.96M | Hold |
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|
2022
Q1 | $5.34M | Hold |
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|
2021
Q4 | $4.67M | Hold |
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|
2021
Q3 | $4.78M | Buy |
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|
2021
Q2 | $4.49M | Hold |
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|
2021
Q1 | $3.84M | Hold |
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|
2020
Q4 | $3.29M | Hold |
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|
2020
Q3 | $2.72M | Hold |
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|
2020
Q2 | $2.59M | Hold |
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|
2020
Q1 | $2.33M | Hold |
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|
2019
Q4 | $3.38M | Sell |
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|
2019
Q3 | $4.07M | Hold |
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|
2019
Q2 | $4.25M | Hold |
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|
2019
Q1 | $3.76M | Sell |
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|
2018
Q4 | $5.13M | Hold |
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|
2018
Q3 | $5.73M | Hold |
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|
2018
Q2 | $5.28M | Sell |
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|
2018
Q1 | $7.83M | Hold |
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|
2017
Q4 | $8.34M | Buy |
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|
2017
Q3 | $6.86M | Hold |
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|
2017
Q2 | $6.38M | Hold |
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|
2017
Q1 | $6M | Hold |
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|
2016
Q4 | $5.62M | Hold |
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|
2016
Q3 | $4.85M | Buy |
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|
2016
Q2 | $2.4M | Hold |
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|
2016
Q1 | $2.42M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.2M | Hold |
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|
2014
Q4 | $1.43M | Hold |
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|
2014
Q3 | $1.35M | Hold |
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|
2014
Q2 | $1.46M | Hold |
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|
2014
Q1 | $1.38M | Hold |
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|
2013
Q4 | $1.4M | Buy |
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|
2013
Q3 | $975K | Hold |
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|
2013
Q2 | $966K | Buy |
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