Sand Hill Global 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
$661K Sell
2025
Q1
$560K Sell
2024
Q4
$622K Hold
2024
Q3
$568K Sell
2024
Q2
$491K Buy
2024
Q1
$273K Sell
2023
Q4
$235K Buy
2015
Q1
Sell
2014
Q4
$215K Buy
2014
Q1
Sell
2013
Q4
$214K Buy