Timber Creek Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-35
| Closed | -$8.1K | – | 87 |
|
2024
Q2 | $8.1K | Hold |
35
| – | – | ﹤0.01% | 119 |
|
2024
Q1 | $7.97K | Hold |
35
| – | – | ﹤0.01% | 118 |
|
2023
Q4 | $6.56K | Sell |
35
-15
| -30% | -$2.81K | ﹤0.01% | 118 |
|
2023
Q3 | $7.46K | Sell |
50
-50
| -50% | -$7.46K | ﹤0.01% | 118 |
|
2023
Q2 | $17.4K | Sell |
100
-50
| -33% | -$8.71K | 0.01% | 107 |
|
2023
Q1 | $24.7K | Sell |
150
-50
| -25% | -$8.25K | 0.01% | 101 |
|
2022
Q4 | $29.6K | Hold |
200
| – | – | 0.01% | 100 |
|
2022
Q3 | $26K | Hold |
200
| – | – | 0.01% | 103 |
|
2022
Q2 | $27K | Hold |
200
| – | – | 0.01% | 99 |
|
2022
Q1 | $37K | Sell |
200
-50
| -20% | -$9.25K | 0.01% | 91 |
|
2021
Q4 | $40K | Sell |
250
-50
| -17% | -$8K | 0.01% | 85 |
|
2021
Q3 | $50K | Hold |
300
| – | – | 0.02% | 82 |
|
2021
Q2 | $49K | Hold |
300
| – | – | 0.02% | 82 |
|
2021
Q1 | $42K | Hold |
300
| – | – | 0.02% | 84 |
|
2020
Q4 | $36K | Hold |
300
| – | – | 0.02% | 81 |
|
2020
Q3 | $30K | Hold |
300
| – | – | 0.02% | 79 |
|
2020
Q2 | $28K | Hold |
300
| – | – | 0.02% | 79 |
|
2020
Q1 | $25K | Hold |
300
| – | – | 0.02% | 89 |
|
2019
Q4 | $37K | Hold |
300
| – | – | 0.02% | 88 |
|
2019
Q3 | $35K | Hold |
300
| – | – | 0.02% | 88 |
|
2019
Q2 | $37K | Hold |
300
| – | – | 0.02% | 85 |
|
2019
Q1 | $32K | Hold |
300
| – | – | 0.02% | 88 |
|
2018
Q4 | $28K | Hold |
300
| – | – | 0.02% | 89 |
|
2018
Q3 | $31K | Hold |
300
| – | – | 0.02% | 88 |
|
2018
Q2 | $29K | Hold |
300
| – | – | 0.02% | 91 |
|
2018
Q1 | $27K | Sell |
300
-850
| -74% | -$76.5K | 0.02% | 92 |
|
2017
Q4 | $114K | Sell |
1,150
-25
| -2% | -$2.48K | 0.07% | 65 |
|
2017
Q3 | $106K | Buy |
1,175
+25
| +2% | +$2.26K | 0.07% | 68 |
|
2017
Q2 | $96K | Hold |
1,150
| – | – | 0.07% | 72 |
|
2017
Q1 | $90K | Sell |
1,150
-125
| -10% | -$9.78K | 0.07% | 62 |
|
2016
Q4 | $94K | Hold |
1,275
| – | – | 0.07% | 63 |
|
2016
Q3 | $81K | Buy |
1,275
+300
| +31% | +$19.1K | 0.07% | 65 |
|
2016
Q2 | $59K | Hold |
975
| – | – | 0.05% | 65 |
|
2016
Q1 | $59K | Hold |
975
| – | – | 0.05% | 62 |
|
2015
Q4 | $67K | Hold |
975
| – | – | 0.06% | 60 |
|
2015
Q3 | $72K | Hold |
975
| – | – | 0.07% | 56 |
|
2015
Q2 | $75K | Hold |
975
| – | – | 0.06% | 59 |
|
2015
Q1 | $76K | Hold |
975
| – | – | 0.06% | 56 |
|
2014
Q4 | $91K | Hold |
975
| – | – | 0.07% | 51 |
|
2014
Q3 | $85K | Hold |
975
| – | – | 0.07% | 50 |
|
2014
Q2 | $92K | Hold |
975
| – | – | 0.08% | 49 |
|
2014
Q1 | $87K | Hold |
975
| – | – | 0.08% | 45 |
|
2013
Q4 | $88K | Hold |
975
| – | – | 0.08% | 44 |
|
2013
Q3 | $73K | Hold |
975
| – | – | 0.07% | 48 |
|
2013
Q2 | $72K | Buy |
+975
| New | +$72K | 0.07% | 45 |
|