Vanguard Personalized Indexing Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Buy |
81,777
+11,629
| +17% | +$3.71M | 0.29% | 49 |
|
|
2025
Q1 | $18.9M | Buy |
70,148
+1,309
| +2% | +$352K | 0.28% | 55 |
|
|
2024
Q4 | $20.4M | Buy |
68,839
+250
| +0.4% | +$74.2K | 0.31% | 41 |
|
|
2024
Q3 | $18.6M | Buy |
68,589
+5,855
| +9% | +$1.59M | 0.3% | 47 |
|
|
2024
Q2 | $14.5M | Buy |
62,734
+2,585
| +4% | +$597K | 0.28% | 52 |
|
|
2024
Q1 | $13.7M | Buy |
60,149
+5,510
| +10% | +$1.25M | 0.29% | 50 |
|
|
2023
Q4 | $10.2M | Buy |
54,639
+2,347
| +4% | +$440K | 0.26% | 54 |
|
|
2023
Q3 | $7.8M | Buy |
52,292
+497
| +1% | +$74.1K | 0.23% | 70 |
|
|
2023
Q2 | $9.02M | Buy |
51,795
+2,637
| +5% | +$459K | 0.28% | 51 |
|
|
2023
Q1 | $8.11M | Buy |
49,158
+7,328
| +18% | +$1.21M | 0.28% | 56 |
|
|
2022
Q4 | $6.18M | Buy |
41,830
+1,958
| +5% | +$289K | 0.26% | 61 |
|
|
2022
Q3 | $5.38M | Buy |
39,872
+4,127
| +12% | +$557K | 0.24% | 68 |
|
|
2022
Q2 | $4.96M | Sell |
35,745
-1,087
| -3% | -$151K | 0.23% | 75 |
|
|
2022
Q1 | $6.89M | Buy |
36,832
+7,813
| +27% | +$1.46M | 0.33% | 43 |
|
|
2021
Q4 | $4.75M | Buy |
29,019
+12,193
| +72% | +$1.99M | 0.28% | 58 |
|
|
2021
Q3 | $2.82M | Sell |
16,826
-3,127
| -16% | -$524K | 0.25% | 66 |
|
|
2021
Q2 | $3.3M | Buy |
19,953
+8,217
| +70% | +$1.36M | 0.35% | 46 |
|
|
2021
Q1 | $1.66M | Buy |
11,736
+5,946
| +103% | +$841K | 0.25% | 82 |
|
|
2020
Q4 | $700K | Buy |
5,790
+966
| +20% | +$117K | 0.15% | 154 |
|
|
2020
Q3 | $484K | Buy |
4,824
+2,127
| +79% | +$213K | 0.14% | 179 |
|
|
2020
Q2 | $257K | Buy |
+2,697
| New | +$257K | 0.12% | 227 |
|