Sigma Investment Counselors’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
Q3 | $1.12M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $889K | Hold |
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|
2024
Q4 | $981K | Hold |
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|
2024
Q3 | $897K | Buy |
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|
2024
Q2 | $758K | Hold |
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|
2024
Q1 | $745K | Hold |
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|
2023
Q4 | $613K | Sell |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $614K | Hold |
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|
2023
Q1 | $582K | Hold |
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|
2022
Q4 | $521K | Sell |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | $660K | Hold |
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|
2021
Q4 | $577K | Hold |
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|
2021
Q3 | $591K | Hold |
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|
2021
Q2 | $583K | Hold |
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|
2021
Q1 | $499K | Hold |
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|
2020
Q4 | $426K | Buy |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $349K | Hold |
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|
2020
Q1 | $314K | Sell |
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|
2019
Q4 | $475K | Hold |
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|
2019
Q3 | $452K | Buy |
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|
2019
Q2 | $426K | Hold |
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|
2019
Q1 | $378K | Sell |
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|
2018
Q4 | $353K | Buy |
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|
2018
Q3 | $367K | Sell |
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|
2018
Q2 | $353K | Buy |
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|
2018
Q1 | $321K | Sell |
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|
2017
Q4 | $347K | Buy |
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|
2017
Q3 | $316K | Hold |
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|
2017
Q2 | $294K | Buy |
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|
2017
Q1 | $273K | Sell |
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|
2016
Q4 | $278K | Buy |
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|
2016
Q3 | $208K | Sell |
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|
2016
Q2 | $286K | Sell |
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|
2016
Q1 | $344K | Sell |
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|
2015
Q4 | $416K | Sell |
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|
2015
Q3 | $480K | Sell |
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|
2015
Q2 | $531K | Sell |
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|
2015
Q1 | $2.63M | Sell |
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|
2014
Q4 | $3.18M | Buy |
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|
2014
Q3 | $2.95M | Sell |
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|
2014
Q2 | $3.2M | Sell |
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|
2014
Q1 | $3.17M | Sell |
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|
2013
Q4 | $3.23M | Sell |
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|
2013
Q3 | $2.87M | Sell |
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|
2013
Q2 | $2.85M | Buy |
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