Simon Quick 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
Q3 | $216K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $854K | Buy |
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|
2024
Q4 | $899K | Buy |
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|
2024
Q3 | $668K | Buy |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $307K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $3K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $82K | Hold |
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|
2020
Q1 | $73K | Sell |
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|
2019
Q4 | $156K | Sell |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | $141K | Buy |
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|
2019
Q1 | $122K | Hold |
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|
2018
Q4 | $106K | Sell |
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|
2018
Q3 | $122K | Hold |
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|
2018
Q2 | $112K | Hold |
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|
2018
Q1 | $107K | Hold |
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|
2017
Q4 | $114K | Sell |
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|
2017
Q3 | $175K | Buy |
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|
2017
Q2 | $94K | Sell |
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|
2017
Q1 | $158K | Hold |
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|
2016
Q4 | $148K | Buy |
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