Trillium 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 | $840K | Buy |
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|
2025
Q1 | $632K | Sell |
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|
2024
Q4 | $727K | Buy |
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|
2024
Q3 | $655K | Hold |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $818K | Buy |
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|
2023
Q3 | $539K | Buy |
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|
2023
Q2 | $614K | Buy |
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|
2023
Q1 | $523K | Sell |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $786K | Sell |
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|
2021
Q4 | $881K | Buy |
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|
2021
Q3 | $704K | Sell |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $431K | Buy |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $246K | Buy |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $255K | Hold |
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|
2018
Q2 | $235K | Hold |
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|
2018
Q1 | $223K | Sell |
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|
2017
Q4 | $254K | Buy |
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|
2017
Q3 | $217K | Hold |
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|
2017
Q2 | $202K | Sell |
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|
2017
Q1 | $209K | Sell |
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|
2016
Q4 | $227K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $414K | Sell |
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|
2015
Q4 | $4.63M | Sell |
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|
2015
Q3 | $5.21M | Sell |
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|
2015
Q2 | $9M | Sell |
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|
2015
Q1 | $9.38M | Buy |
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|
2014
Q4 | $10.7M | Buy |
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|
2014
Q3 | $4.85M | Sell |
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|
2014
Q2 | $6.87M | Buy |
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|
2014
Q1 | $2.59M | Sell |
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|
2013
Q4 | $2.66M | Buy |
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|
2013
Q3 | $1.93M | Sell |
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|
2013
Q2 | $1.97M | Buy |
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