Tortoise Investment 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 | $449K | Buy |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $379K | Buy |
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|
2024
Q3 | $342K | Buy |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $194K | Hold |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $192K | Sell |
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|
2022
Q3 | $183K | Hold |
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|
2022
Q2 | $188K | Sell |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $230K | Sell |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | $164K | Hold |
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|
2020
Q4 | $140K | Buy |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $86K | Sell |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $171K | Buy |
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|
2019
Q3 | $145K | Hold |
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|
2019
Q2 | $151K | Buy |
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|
2019
Q1 | $35K | Hold |
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|
2018
Q4 | $30K | Hold |
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|
2018
Q3 | $34K | Hold |
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|
2018
Q2 | $31K | Hold |
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|
2018
Q1 | $30K | Hold |
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|
2017
Q4 | $31K | Hold |
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|
2017
Q3 | $29K | Hold |
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|
2017
Q2 | $27K | Hold |
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|
2017
Q1 | $25K | Hold |
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|
2016
Q4 | $23K | Buy |
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|
2016
Q3 | $11K | Hold |
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|
2016
Q2 | $10K | Sell |
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|
2016
Q1 | $14K | Hold |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $17K | Hold |
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|
2015
Q2 | $18K | Hold |
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|
2015
Q1 | $18K | Sell |
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|
2014
Q4 | $24K | Buy |
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|
2014
Q3 | $15K | Sell |
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|
2014
Q2 | $21K | Buy |
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|
2014
Q1 | $15K | Hold |
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|
2013
Q4 | $15K | Hold |
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|
2013
Q3 | $13K | Hold |
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|
2013
Q2 | $12K | Buy |
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