Sippican Capital 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 | $825K | Sell |
|
|||||
|
2025
Q2 | $816K | Hold |
|
|||||
|
2025
Q1 | $688K | Hold |
|
|||||
|
2024
Q4 | $759K | Hold |
|
|||||
|
2024
Q3 | $694K | Hold |
|
|||||
|
2024
Q2 | $593K | Hold |
|
|||||
|
2024
Q1 | $583K | Sell |
|
|||||
|
2023
Q4 | $873K | Buy |
|
|||||
|
2023
Q3 | $366K | Sell |
|
|||||
|
2023
Q2 | $432K | Hold |
|
|||||
|
2023
Q1 | $409K | Hold |
|
|||||
|
2022
Q4 | $366K | Hold |
|
|||||
|
2022
Q3 | $334K | Hold |
|
|||||
|
2022
Q2 | $344K | Hold |
|
|||||
|
2022
Q1 | $463K | Sell |
|
|||||
|
2021
Q4 | $409K | Sell |
|
|||||
|
2021
Q3 | $810K | Sell |
|
|||||
|
2021
Q2 | $822K | Sell |
|
|||||
|
2021
Q1 | $707K | Sell |
|
|||||
|
2020
Q4 | $608K | Sell |
|
|||||
|
2020
Q3 | $759K | Buy |
|
|||||
|
2020
Q2 | $597K | Sell |
|
|||||
|
2020
Q1 | $552K | Sell |
|
|||||
|
2019
Q4 | $809K | Sell |
|
|||||
|
2019
Q3 | $775K | Sell |
|
|||||
|
2019
Q2 | $818K | Hold |
|
|||||
|
2019
Q1 | $724K | Buy |
|
|||||
|
2018
Q4 | $567K | Buy |
|
|||||
|
2018
Q3 | $543K | Sell |
|
|||||
|
2018
Q2 | $701K | Hold |
|
|||||
|
2018
Q1 | $667K | Hold |
|
|||||
|
2017
Q4 | $710K | Hold |
|
|||||
|
2017
Q3 | $647K | Hold |
|
|||||
|
2017
Q2 | $602K | Sell |
|
|||||
|
2017
Q1 | $570K | Sell |
|
|||||
|
2016
Q4 | $570K | Sell |
|
|||||
|
2016
Q3 | $498K | Buy |
|
|||||
|
2016
Q2 | $412K | Buy |
|
|||||
|
2016
Q1 | $408K | Sell |
|
|||||
|
2015
Q4 | $487K | Hold |
|
|||||
|
2015
Q3 | $519K | Hold |
|
|||||
|
2015
Q2 | $544K | Hold |
|
|||||
|
2015
Q1 | $547K | Hold |
|
|||||
|
2014
Q4 | $651K | Hold |
|
|||||
|
2014
Q3 | $613K | Buy |
|