Tortoise Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
1,409
+395
| +39% | +$126K | 0.04% | 150 |
|
|
2025
Q1 | $273K | Sell |
1,014
-263
| -21% | -$70.8K | 0.03% | 177 |
|
|
2024
Q4 | $379K | Buy |
1,277
+15
| +1% | +$4.45K | 0.04% | 166 |
|
|
2024
Q3 | $342K | Buy |
1,262
+113
| +10% | +$30.6K | 0.04% | 176 |
|
|
2024
Q2 | $266K | Hold |
1,149
| – | – | 0.03% | 188 |
|
|
2024
Q1 | $262K | Sell |
1,149
-25
| -2% | -$5.69K | 0.03% | 190 |
|
|
2023
Q4 | $220K | Sell |
1,174
-125
| -10% | -$23.4K | 0.03% | 196 |
|
|
2023
Q3 | $194K | Hold |
1,299
| – | – | 0.03% | 195 |
|
|
2023
Q2 | $226K | Hold |
1,299
| – | – | 0.03% | 185 |
|
|
2023
Q1 | $214K | Hold |
1,299
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $192K | Sell |
1,299
-56
| -4% | -$8.27K | 0.03% | 188 |
|
|
2022
Q3 | $183K | Hold |
1,355
| – | – | 0.04% | 188 |
|
|
2022
Q2 | $188K | Sell |
1,355
-50
| -4% | -$6.94K | 0.04% | 177 |
|
|
2022
Q1 | $263K | Hold |
1,405
| – | – | 0.05% | 154 |
|
|
2021
Q4 | $230K | Sell |
1,405
-30
| -2% | -$4.91K | 0.04% | 156 |
|
|
2021
Q3 | $240K | Buy |
1,435
+30
| +2% | +$5.02K | 0.05% | 143 |
|
|
2021
Q2 | $232K | Buy |
1,405
+247
| +21% | +$40.8K | 0.05% | 142 |
|
|
2021
Q1 | $164K | Hold |
1,158
| – | – | 0.04% | 162 |
|
|
2020
Q4 | $140K | Buy |
1,158
+250
| +28% | +$30.2K | 0.03% | 168 |
|
|
2020
Q3 | $91K | Hold |
908
| – | – | 0.02% | 183 |
|
|
2020
Q2 | $86K | Sell |
908
-317
| -26% | -$30K | 0.02% | 187 |
|
|
2020
Q1 | $105K | Sell |
1,225
-150
| -11% | -$12.9K | 0.03% | 168 |
|
|
2019
Q4 | $171K | Buy |
1,375
+150
| +12% | +$18.7K | 0.04% | 151 |
|
|
2019
Q3 | $145K | Hold |
1,225
| – | – | 0.04% | 159 |
|
|
2019
Q2 | $151K | Buy |
1,225
+908
| +286% | +$112K | 0.04% | 155 |
|
|
2019
Q1 | $35K | Hold |
317
| – | – | 0.01% | 273 |
|
|
2018
Q4 | $30K | Hold |
317
| – | – | 0.01% | 279 |
|
|
2018
Q3 | $34K | Hold |
317
| – | – | 0.01% | 273 |
|
|
2018
Q2 | $31K | Hold |
317
| – | – | 0.01% | 285 |
|
|
2018
Q1 | $30K | Hold |
317
| – | – | 0.01% | 289 |
|
|
2017
Q4 | $31K | Hold |
317
| – | – | 0.01% | 284 |
|
|
2017
Q3 | $29K | Hold |
317
| – | – | 0.01% | 272 |
|
|
2017
Q2 | $27K | Hold |
317
| – | – | 0.01% | 263 |
|
|
2017
Q1 | $25K | Hold |
317
| – | – | 0.01% | 253 |
|
|
2016
Q4 | $23K | Buy |
317
+150
| +90% | +$10.9K | 0.01% | 258 |
|
|
2016
Q3 | $11K | Hold |
167
| – | – | ﹤0.01% | 298 |
|
|
2016
Q2 | $10K | Sell |
167
-59
| -26% | -$3.53K | ﹤0.01% | 309 |
|
|
2016
Q1 | $14K | Hold |
226
| – | – | 0.01% | 262 |
|
|
2015
Q4 | $16K | Hold |
226
| – | – | 0.01% | 273 |
|
|
2015
Q3 | $17K | Hold |
226
| – | – | 0.01% | 263 |
|
|
2015
Q2 | $18K | Hold |
226
| – | – | 0.01% | 276 |
|
|
2015
Q1 | $18K | Sell |
226
-28
| -11% | -$2.23K | 0.01% | 266 |
|
|
2014
Q4 | $24K | Buy |
254
+87
| +52% | +$8.22K | 0.01% | 264 |
|
|
2014
Q3 | $15K | Sell |
167
-50
| -23% | -$4.49K | 0.01% | 271 |
|
|
2014
Q2 | $21K | Buy |
217
+50
| +30% | +$4.84K | 0.01% | 268 |
|
|
2014
Q1 | $15K | Hold |
167
| – | – | 0.01% | 243 |
|
|
2013
Q4 | $15K | Hold |
167
| – | – | 0.01% | 226 |
|
|
2013
Q3 | $13K | Hold |
167
| – | – | 0.01% | 220 |
|
|
2013
Q2 | $12K | Buy |
+167
| New | +$12K | 0.01% | 211 |
|