Waverton Investment 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
Q2 | $246M | Sell |
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|
2025
Q1 | $208M | Sell |
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|
2024
Q4 | $234M | Buy |
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|
2024
Q3 | $209M | Sell |
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|
2024
Q2 | $179M | Sell |
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|
2024
Q1 | $203M | Sell |
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|
2023
Q4 | $168M | Buy |
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|
2023
Q3 | $130M | Buy |
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|
2023
Q2 | $146M | Buy |
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|
2023
Q1 | $135M | Sell |
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|
2022
Q4 | $124M | Buy |
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|
2022
Q3 | $110M | Buy |
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|
2022
Q2 | $99.6M | Buy |
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|
2022
Q1 | $118M | Buy |
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|
2021
Q4 | $91M | Buy |
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|
2021
Q3 | $91.3M | Sell |
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|
2021
Q2 | $97.9M | Buy |
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|
2021
Q1 | $83.7M | Sell |
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|
2020
Q4 | $78.1M | Sell |
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|
2020
Q3 | $64.9M | Buy |
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|
2020
Q2 | $49.8M | Buy |
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|
2020
Q1 | $43.5M | Sell |
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|
2019
Q4 | $80.3M | Buy |
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|
2019
Q3 | $71.7M | Buy |
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|
2019
Q2 | $8.18M | Buy |
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|
2019
Q1 | $2.3M | Buy |
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|
2018
Q4 | $2M | Buy |
|
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|
2018
Q3 | $1.82M | Sell |
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|
2018
Q2 | $1.69M | Sell |
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|
2018
Q1 | $2.18M | Buy |
|
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|
2017
Q4 | $2.28M | Sell |
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|
2017
Q3 | $2.38M | Sell |
|
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|
2017
Q2 | $17.6M | Sell |
|
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|
2017
Q1 | $28.2M | Sell |
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|
2016
Q4 | $31.3M | Buy |
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|
2016
Q3 | $26.5M | Sell |
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|
2016
Q2 | $25.4M | Sell |
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|
2016
Q1 | $26.3M | Sell |
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|
2015
Q4 | $35.3M | Sell |
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|
2015
Q3 | $65.3M | Sell |
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|
2015
Q2 | $69M | Sell |
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|
2015
Q1 | $69.7M | Buy |
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|
2014
Q4 | $70.5M | Buy |
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|
2014
Q3 | $64.1M | Buy |
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|
2014
Q2 | $69M | Sell |
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|
2014
Q1 | $72.7M | Sell |
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|
2013
Q4 | $74.5M | Buy |
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|
2013
Q3 | $58.4M | Buy |
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|
2013
Q2 | $51.9M | Buy |
|