Smith Group Asset 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 | $41.6M | Buy |
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|
2025
Q1 | $34.3M | Buy |
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|
2024
Q4 | $36.3M | Buy |
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|
2024
Q3 | $32.6M | Buy |
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|
2024
Q2 | $27.5M | Buy |
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|
2024
Q1 | $25.8M | Buy |
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|
2023
Q4 | $18.9M | Buy |
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|
2022
Q1 | $26.1M | Sell |
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|
2021
Q4 | $23.3M | Buy |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q2 | $19K | Sell |
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|
2021
Q1 | $19K | Buy |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $11K | Sell |
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|
2020
Q2 | $26K | Sell |
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|
2020
Q1 | $29K | Buy |
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|
2019
Q4 | $16K | Sell |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $15K | Hold |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $14K | Sell |
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|
2018
Q2 | $30K | Sell |
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|
2018
Q1 | $31K | Sell |
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|
2017
Q4 | $67K | Hold |
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|
2017
Q3 | $61K | Buy |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $18K | Buy |
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|
2016
Q3 | $13K | Buy |
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|
2016
Q2 | $11K | Sell |
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|
2016
Q1 | $14K | Sell |
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|
2015
Q4 | $525K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $46.2M | Sell |
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|
2014
Q3 | $43.6M | Sell |
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|
2014
Q2 | $47.7M | Sell |
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|
2014
Q1 | $51.7M | Sell |
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|
2013
Q4 | $53.4M | Sell |
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|
2013
Q3 | $45.7M | Sell |
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|
2013
Q2 | $47M | Buy |
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