True North Advisors’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 | $537K | Buy |
1,683
+235
| +16% | +$75K | 0.1% | 126 |
|
|
2025
Q1 | $390K | Buy |
1,448
+155
| +12% | +$41.7K | 0.07% | 162 |
|
|
2024
Q4 | $384K | Buy |
1,293
+143
| +12% | +$42.4K | 0.09% | 121 |
|
|
2024
Q3 | $312K | Hold |
1,150
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $266K | Hold |
1,150
| – | – | 0.07% | 156 |
|
|
2024
Q1 | $262K | Sell |
1,150
-5
| -0.4% | -$1.14K | 0.07% | 157 |
|
|
2023
Q4 | $216K | Sell |
1,155
-7,329
| -86% | -$1.37M | 0.06% | 174 |
|
|
2023
Q3 | $1.27M | Sell |
8,484
-3,666
| -30% | -$547K | 0.39% | 49 |
|
|
2023
Q2 | $2.12M | Buy |
12,150
+1,150
| +10% | +$200K | 0.6% | 34 |
|
|
2023
Q1 | $1.81M | Hold |
11,000
| – | – | 0.53% | 43 |
|
|
2022
Q4 | $1.63M | Hold |
11,000
| – | – | 0.55% | 45 |
|
|
2022
Q3 | $1.48M | Hold |
11,000
| – | – | 0.49% | 50 |
|
|
2022
Q2 | $1.52M | Hold |
11,000
| – | – | 0.47% | 51 |
|
|
2022
Q1 | $2.06M | Hold |
11,000
| – | – | 0.55% | 43 |
|
|
2021
Q4 | $1.8M | Hold |
11,000
| – | – | 0.3% | 73 |
|
|
2021
Q3 | $1.84M | Hold |
11,000
| – | – | 0.36% | 67 |
|
|
2021
Q2 | $1.82M | Hold |
11,000
| – | – | 0.38% | 60 |
|
|
2021
Q1 | $1.56M | Hold |
11,000
| – | – | 0.37% | 60 |
|
|
2020
Q4 | $1.33M | Sell |
11,000
-14
| -0.1% | -$1.69K | 0.34% | 67 |
|
|
2020
Q3 | $1.1M | Sell |
11,014
-126
| -1% | -$12.6K | 0.32% | 69 |
|
|
2020
Q2 | $1.06M | Buy |
+11,140
| New | +$1.06M | 0.25% | 76 |
|