True North Advisors’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
Q3 | $575K | Buy |
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|
2025
Q2 | $537K | Buy |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $2.12M | Buy |
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|
2023
Q1 | $1.81M | Hold |
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|
2022
Q4 | $1.63M | Hold |
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|
2022
Q3 | $1.48M | Hold |
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|
2022
Q2 | $1.52M | Hold |
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|
2022
Q1 | $2.06M | Hold |
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|
2021
Q4 | $1.8M | Hold |
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|
2021
Q3 | $1.84M | Hold |
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|
2021
Q2 | $1.82M | Hold |
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|
2021
Q1 | $1.55M | Hold |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.06M | Buy |
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