Van Strum & Towne’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 | $3.19M | Hold |
9,990
| – | – | 1.01% | 32 |
|
|
2025
Q1 | $2.69M | Buy |
9,990
+1,750
| +21% | +$471K | 0.9% | 33 |
|
|
2024
Q4 | $2.45M | Buy |
8,240
+1,100
| +15% | +$326K | 0.86% | 33 |
|
|
2024
Q3 | $1.94M | Hold |
7,140
| – | – | 0.67% | 36 |
|
|
2024
Q2 | $1.65M | Hold |
7,140
| – | – | 0.6% | 37 |
|
|
2024
Q1 | $1.63M | Hold |
7,140
| – | – | 0.59% | 36 |
|
|
2023
Q4 | $1.34M | Hold |
7,140
| – | – | 0.52% | 39 |
|
|
2023
Q3 | $1.07M | Hold |
7,140
| – | – | 0.45% | 41 |
|
|
2023
Q2 | $1.24M | Hold |
7,140
| – | – | 0.51% | 41 |
|
|
2023
Q1 | $1.18M | Hold |
7,140
| – | – | 0.5% | 42 |
|
|
2022
Q4 | $1.05M | Sell |
7,140
-25
| -0.3% | -$3.69K | 0.45% | 43 |
|
|
2022
Q3 | $966K | Hold |
7,165
| – | – | 0.45% | 45 |
|
|
2022
Q2 | $993K | Hold |
7,165
| – | – | 0.42% | 44 |
|
|
2022
Q1 | $1.34M | Buy |
7,165
+100
| +1% | +$18.7K | 0.5% | 43 |
|
|
2021
Q4 | $1.16M | Hold |
7,065
| – | – | 0.42% | 45 |
|
|
2021
Q3 | $1.18M | Sell |
7,065
-25
| -0.4% | -$4.19K | 0.47% | 44 |
|
|
2021
Q2 | $1.17M | Hold |
7,090
| – | – | 0.56% | 39 |
|
|
2021
Q1 | $1M | Sell |
7,090
-1,100
| -13% | -$156K | 0.51% | 39 |
|
|
2020
Q4 | $990K | Buy |
8,190
+6,090
| +290% | +$736K | 0.55% | 36 |
|
|
2020
Q3 | $211K | Buy |
+2,100
| New | +$211K | 0.14% | 79 |
|
|
2020
Q1 | – | Sell |
-2,224
| Closed | -$277K | – | 71 |
|
|
2019
Q4 | $277K | Hold |
2,224
| – | – | 0.17% | 62 |
|
|
2019
Q3 | $263K | Buy |
+2,224
| New | +$263K | 0.17% | 63 |
|
|
2017
Q2 | – | Sell |
-33,348
| Closed | -$2.64M | – | 78 |
|
|
2017
Q1 | $2.64M | Sell |
33,348
-1,230
| -4% | -$97.3K | 1.7% | 27 |
|
|
2016
Q4 | $2.56M | Sell |
34,578
-200
| -0.6% | -$14.8K | 1.61% | 27 |
|
|
2016
Q3 | $2.23M | Buy |
34,778
+200
| +0.6% | +$12.8K | 1.47% | 31 |
|
|
2016
Q2 | $2.1M | Sell |
34,578
-485
| -1% | -$29.5K | 1.4% | 31 |
|
|
2016
Q1 | $2.15M | Hold |
35,063
| – | – | 1.43% | 30 |
|
|
2015
Q4 | $2.44M | Buy |
35,063
+150
| +0.4% | +$10.4K | 1.58% | 28 |
|
|
2015
Q3 | $2.59M | Hold |
34,913
| – | – | 1.77% | 28 |
|
|
2015
Q2 | $2.71M | Hold |
34,913
| – | – | 1.67% | 29 |
|
|
2015
Q1 | $2.73M | Buy |
34,913
+975
| +3% | +$76.2K | 1.7% | 30 |
|
|
2014
Q4 | $3.16M | Buy |
33,938
+1,910
| +6% | +$178K | 1.95% | 24 |
|
|
2014
Q3 | $2.8M | Buy |
32,028
+640
| +2% | +$56K | 1.83% | 24 |
|
|
2014
Q2 | $2.98M | Sell |
31,388
-2,275
| -7% | -$216K | 1.95% | 24 |
|
|
2014
Q1 | $3.03M | Hold |
33,663
| – | – | 1.95% | 24 |
|
|
2013
Q4 | $3.05M | Sell |
33,663
-100
| -0.3% | -$9.07K | 2.04% | 25 |
|
|
2013
Q3 | $2.55M | Buy |
33,763
+50
| +0.1% | +$3.78K | 1.9% | 27 |
|
|
2013
Q2 | $2.52M | Buy |
+33,713
| New | +$2.52M | 1.94% | 26 |
|