Stevens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $529K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $863K | Sell |
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|
2021
Q4 | $3.39M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $535K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4.3M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9.24M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.42M | Buy |
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|
2015
Q4 | $1.6M | Buy |
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|
2015
Q3 | $1.71M | Buy |
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|
2015
Q2 | $241K | Sell |
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|
2015
Q1 | $1.72M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $33.8M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $30M | Buy |
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