Terra Nova 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 | $454K | Buy |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $320K | Buy |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $224K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $429K | Buy |
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|
2016
Q3 | $363K | Sell |
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|
2016
Q2 | $689K | Buy |
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|
2016
Q1 | $337K | Hold |
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|
2015
Q4 | $382K | Hold |
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|
2015
Q3 | $407K | Sell |
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|
2015
Q2 | $1.06M | Buy |
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|
2015
Q1 | $252K | Buy |
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