Vanguard Personalized Indexing 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
Q3 | $27.9M | Buy |
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|
2025
Q2 | $26.1M | Buy |
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|
2025
Q1 | $18.9M | Buy |
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|
2024
Q4 | $20.4M | Buy |
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|
2024
Q3 | $18.6M | Buy |
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|
2024
Q2 | $14.5M | Buy |
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|
2024
Q1 | $13.7M | Buy |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $7.8M | Buy |
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|
2023
Q2 | $9.02M | Buy |
|
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|
2023
Q1 | $8.11M | Buy |
|
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|
2022
Q4 | $6.18M | Buy |
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|
2022
Q3 | $5.38M | Buy |
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|
2022
Q2 | $4.96M | Sell |
|
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|
2022
Q1 | $6.89M | Buy |
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|
2021
Q4 | $4.75M | Buy |
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|
2021
Q3 | $2.82M | Sell |
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|
2021
Q2 | $3.3M | Buy |
|
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $700K | Buy |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $257K | Buy |
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