Shelton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
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|
2025
Q1 | $9.89M | Sell |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $8.3M | Buy |
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|
2024
Q2 | $3.91M | Sell |
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|
2024
Q1 | $3.96M | Buy |
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|
2023
Q4 | $3.22M | Sell |
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|
2023
Q3 | $3.51M | Hold |
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|
2023
Q2 | $4.1M | Buy |
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|
2023
Q1 | $910K | Buy |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $882K | Sell |
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|
2022
Q2 | $916K | Sell |
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|
2022
Q1 | $3.4M | Sell |
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|
2021
Q4 | $3.01M | Sell |
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|
2021
Q3 | $3.12M | Hold |
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|
2021
Q2 | $3.08M | Buy |
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|
2021
Q1 | $752K | Sell |
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|
2020
Q4 | $678K | Sell |
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|
2020
Q3 | $7.68M | Buy |
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|
2020
Q2 | $6.84M | Sell |
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|
2020
Q1 | $6.39M | Sell |
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|
2019
Q4 | $12.2M | Buy |
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|
2019
Q3 | $9.13M | Buy |
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|
2019
Q2 | $9.3M | Buy |
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|
2019
Q1 | $74.4K | Sell |
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|
2018
Q4 | $6.22M | Buy |
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|
2018
Q3 | $770K | Hold |
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|
2018
Q2 | $709K | Sell |
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|
2018
Q1 | $724K | Sell |
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|
2017
Q4 | $790K | Hold |
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|
2017
Q3 | $720K | Hold |
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|
2017
Q2 | $670K | Sell |
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|
2017
Q1 | $668K | Sell |
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|
2016
Q4 | $675K | Sell |
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|
2016
Q3 | $655K | Buy |
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|
2016
Q2 | $583K | Buy |
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|
2016
Q1 | $577K | Sell |
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|
2015
Q4 | $660K | Sell |
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|
2015
Q3 | $1.05M | Buy |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $1.02M | Buy |
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|
2014
Q4 | $1.17M | Buy |
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|
2014
Q3 | $635K | Hold |
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|
2014
Q2 | $688K | Hold |
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|
2014
Q1 | $653K | Hold |
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|
2013
Q4 | $658K | Sell |
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|
2013
Q3 | $639K | Hold |
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|
2013
Q2 | $632K | Buy |
|