TAM
Taurus Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.82M | Sell |
14,198
-300
| -2% | -$80.7K | 0.39% | 41 |
|
|
2024
Q4 | $4.3M | Hold |
14,498
| – | – | 0.42% | 41 |
|
|
2024
Q3 | $3.93M | Sell |
14,498
-11,300
| -44% | -$3.06M | 0.38% | 41 |
|
|
2024
Q2 | $5.97M | Sell |
25,798
-39,911
| -61% | -$9.24M | 0.61% | 40 |
|
|
2024
Q1 | $15M | Sell |
65,709
-775
| -1% | -$176K | 1.52% | 32 |
|
|
2023
Q4 | $12.5M | Sell |
66,484
-788
| -1% | -$148K | 1.35% | 32 |
|
|
2023
Q3 | $10M | Sell |
67,272
-1,231
| -2% | -$184K | 1.22% | 34 |
|
|
2023
Q2 | $11.9M | Sell |
68,503
-3,065
| -4% | -$534K | 1.39% | 29 |
|
|
2023
Q1 | $11.8M | Sell |
71,568
-1,950
| -3% | -$322K | 1.44% | 28 |
|
|
2022
Q4 | $10.9M | Sell |
73,518
-26,881
| -27% | -$3.97M | 1.38% | 28 |
|
|
2022
Q3 | $13.5M | Sell |
100,399
-5,640
| -5% | -$761K | 1.81% | 24 |
|
|
2022
Q2 | $14.7M | Sell |
106,039
-2,075
| -2% | -$288K | 1.81% | 25 |
|
|
2022
Q1 | $20.2M | Buy |
108,114
+500
| +0.5% | +$93.5K | 2.04% | 20 |
|
|
2021
Q4 | $17.6M | Buy |
107,614
+86,275
| +404% | +$14.1M | 1.66% | 28 |
|
|
2021
Q3 | $3.58M | Sell |
21,339
-1,400
| -6% | -$235K | 0.37% | 38 |
|
|
2021
Q2 | $3.76M | Hold |
22,739
| – | – | 0.39% | 39 |
|
|
2021
Q1 | $3.22M | Sell |
22,739
-302
| -1% | -$42.7K | 0.37% | 39 |
|
|
2020
Q4 | $2.79M | Sell |
23,041
-7,632
| -25% | -$923K | 0.33% | 38 |
|
|
2020
Q3 | $3.08M | Sell |
30,673
-283
| -0.9% | -$28.4K | 0.38% | 41 |
|
|
2020
Q2 | $2.95M | Sell |
30,956
-400
| -1% | -$38.1K | 0.41% | 40 |
|
|
2020
Q1 | $2.68M | Sell |
31,356
-500
| -2% | -$42.8K | 0.45% | 40 |
|
|
2019
Q4 | $3.97M | Sell |
31,856
-765
| -2% | -$95.2K | 0.52% | 43 |
|
|
2019
Q3 | $3.86M | Sell |
32,621
-100
| -0.3% | -$11.8K | 0.55% | 41 |
|
|
2019
Q2 | $4.04M | Sell |
32,721
-700
| -2% | -$86.4K | 0.55% | 42 |
|
|
2019
Q1 | $3.65M | Sell |
33,421
-250
| -0.7% | -$27.3K | 0.51% | 46 |
|
|
2018
Q4 | $3.21M | Sell |
33,671
-200
| -0.6% | -$19.1K | 0.51% | 45 |
|
|
2018
Q3 | $3.61M | Sell |
33,871
-1,030
| -3% | -$110K | 0.49% | 50 |
|
|
2018
Q2 | $3.42M | Hold |
34,901
| – | – | 0.5% | 50 |
|
|
2018
Q1 | $3.26M | Sell |
34,901
-1,175
| -3% | -$110K | 0.49% | 51 |
|
|
2017
Q4 | $3.58M | Sell |
36,076
-2,700
| -7% | -$268K | 0.53% | 49 |
|
|
2017
Q3 | $3.51M | Sell |
38,776
-500
| -1% | -$45.2K | 0.55% | 49 |
|
|
2017
Q2 | $3.31M | Sell |
39,276
-3,125
| -7% | -$263K | 0.52% | 49 |
|
|
2017
Q1 | $3.35M | Sell |
42,401
-9,525
| -18% | -$753K | 0.55% | 49 |
|
|
2016
Q4 | $3.85M | Sell |
51,926
-1,725
| -3% | -$128K | 0.7% | 43 |
|
|
2016
Q3 | $3.44M | Sell |
53,651
-128,837
| -71% | -$8.25M | 0.62% | 44 |
|
|
2016
Q2 | $11.1M | Sell |
182,488
-2,099
| -1% | -$128K | 1.95% | 25 |
|
|
2016
Q1 | $11.3M | Buy |
184,587
+2,650
| +1% | +$163K | 2.1% | 21 |
|
|
2015
Q4 | $12.7M | Sell |
181,937
-1,134
| -0.6% | -$78.9K | 2.37% | 16 |
|
|
2015
Q3 | $13.6M | Buy |
183,071
+912
| +0.5% | +$67.6K | 2.62% | 8 |
|
|
2015
Q2 | $14.2M | Buy |
182,159
+44,155
| +32% | +$3.43M | 2.58% | 7 |
|
|
2015
Q1 | $10.8M | Buy |
138,004
+82,120
| +147% | +$6.42M | 2.01% | 20 |
|
|
2014
Q4 | $5.2M | Sell |
55,884
-1,245
| -2% | -$116K | 0.93% | 46 |
|
|
2014
Q3 | $5M | Sell |
57,129
-28,050
| -33% | -$2.46M | 0.97% | 46 |
|
|
2014
Q2 | $8.08M | Sell |
85,179
-2,120
| -2% | -$201K | 1.56% | 31 |
|
|
2014
Q1 | $7.86M | Sell |
87,299
-3,350
| -4% | -$302K | 1.63% | 30 |
|
|
2013
Q4 | $8.23M | Sell |
90,649
-825
| -0.9% | -$74.9K | 1.69% | 24 |
|
|
2013
Q3 | $6.91M | Sell |
91,474
-4,150
| -4% | -$313K | 1.6% | 29 |
|
|
2013
Q2 | $7.15M | Buy |
+95,624
| New | +$7.15M | 1.69% | 27 |
|