Welch & Forbes’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.7M | Sell |
81,764
-5,482
| -6% | -$1.84M | 0.32% | 69 |
|
|
2025
Q4 | $32.3M | Sell |
87,246
-513
| -0.6% | -$184K | 0.39% | 64 |
|
|
2025
Q3 | $29.2M | Sell |
87,759
-1,034
| -1% | -$329K | 0.35% | 67 |
|
|
2025
Q2 | $28.3M | Sell |
88,793
-861
| -1% | -$242K | 0.35% | 68 |
|
|
2025
Q1 | $24.1M | Sell |
89,654
-218
| -0.2% | -$64.4K | 0.32% | 72 |
|
|
2024
Q4 | $26.7M | Buy |
89,872
+98
| +0.1% | +$28.2K | 0.34% | 70 |
|
|
2024
Q3 | $24.3M | Buy |
89,774
+390
| +0.4% | +$97.1K | 0.31% | 72 |
|
|
2024
Q2 | $21.2M | Buy |
89,384
+321
| +0.4% | +$74.3K | 0.28% | 75 |
|
|
2024
Q1 | $20.3M | Sell |
89,063
-827
| -0.9% | -$171K | 0.28% | 80 |
|
|
2023
Q4 | $16.8M | Sell |
89,890
-502
| -0.6% | -$80.8K | 0.25% | 84 |
|
|
2023
Q3 | $13.5M | Sell |
90,392
-770
| -0.8% | -$126K | 0.22% | 88 |
|
|
2023
Q2 | $15.9M | Buy |
91,162
+929
| +1% | +$150K | 0.25% | 86 |
|
|
2023
Q1 | $14.9M | Sell |
90,233
-398
| -0.4% | -$66K | 0.25% | 86 |
|
|
2022
Q4 | $13.4M | Buy |
90,631
+243
| +0.3% | +$36K | 0.24% | 89 |
|
|
2022
Q3 | $12.2M | Sell |
90,388
-189
| -0.2% | -$28.6K | 0.24% | 89 |
|
|
2022
Q2 | $12.6M | Buy |
90,577
+35
| +0% | +$5.78K | 0.23% | 91 |
|
|
2022
Q1 | $16.9M | Sell |
90,542
-72
| -0.1% | -$13K | 0.27% | 82 |
|
|
2021
Q4 | $14.8M | Sell |
90,614
-998
| -1% | -$170K | 0.22% | 91 |
|
|
2021
Q3 | $15.3M | Sell |
91,612
-538
| -0.6% | -$90K | 0.26% | 87 |
|
|
2021
Q2 | $15.2M | Sell |
92,150
-751
| -0.8% | -$118K | 0.26% | 88 |
|
|
2021
Q1 | $13.1M | Buy |
92,901
+599
| +0.6% | +$79.1K | 0.24% | 91 |
|
|
2020
Q4 | $11.2M | Sell |
92,302
-2,091
| -2% | -$232K | 0.22% | 96 |
|
|
2020
Q3 | $9.46M | Sell |
94,393
-5,879
| -6% | -$578K | 0.2% | 98 |
|
|
2020
Q2 | $9.55M | Sell |
100,272
-9,474
| -9% | -$872K | 0.22% | 91 |
|
|
2020
Q1 | $9.39M | Buy |
109,746
+1,532
| +1% | +$178K | 0.26% | 86 |
|
|
2019
Q4 | $13.5M | Buy |
108,214
+9,321
| +9% | +$1.11M | 0.3% | 87 |
|
|
2019
Q3 | $11.7M | Buy |
98,893
+1,644
| +2% | +$202K | 0.28% | 89 |
|
|
2019
Q2 | $12M | Buy |
97,249
+4,262
| +5% | +$501K | 0.29% | 88 |
|
|
2019
Q1 | $10.2M | Buy |
92,987
+2,547
| +3% | +$268K | 0.26% | 92 |
|
|
2018
Q4 | $8.62M | Buy |
90,440
+9,163
| +11% | +$959K | 0.24% | 96 |
|
|
2018
Q3 | $8.65M | Buy |
81,277
+6,756
| +9% | +$703K | 0.21% | 109 |
|
|
2018
Q2 | $7.3M | Buy |
74,521
+5,242
| +8% | +$515K | 0.19% | 112 |
|
|
2018
Q1 | $6.46M | Buy |
69,279
+3,075
| +5% | +$298K | 0.17% | 121 |
|
|
2017
Q4 | $6.58M | Buy |
66,204
+3,158
| +5% | +$301K | 0.18% | 113 |
|
|
2017
Q3 | $5.7M | Buy |
63,046
+11,160
| +22% | +$959K | 0.15% | 125 |
|
|
2017
Q2 | $4.37M | Buy |
51,886
+1,960
| +4% | +$155K | 0.12% | 130 |
|
|
2017
Q1 | $3.95M | Buy |
49,926
+4,852
| +11% | +$379K | 0.11% | 135 |
|
|
2016
Q4 | $3.34M | Buy |
+45,074
| New | +$3.12M | 0.1% | 137 |
|
|
2016
Q3 | – | Sell |
-41,840
| Closed | -$2.54M | – | 324 |
|
|
2016
Q2 | $2.54M | Sell |
41,840
-1,566
| -4% | -$99.2K | 0.08% | 143 |
|
|
2016
Q1 | $2.67M | Sell |
43,406
-2,105
| -5% | -$122K | 0.08% | 140 |
|
|
2015
Q4 | $3.17M | Buy |
45,511
+2,216
| +5% | +$161K | 0.1% | 134 |
|
|
2015
Q3 | $3.21M | Sell |
43,295
-447
| -1% | -$34.4K | 0.11% | 139 |
|
|
2015
Q2 | $3.4M | Sell |
43,742
-1,352
| -3% | -$107K | 0.11% | 140 |
|
|
2015
Q1 | $3.52M | Sell |
45,094
-2,394
| -5% | -$199K | 0.11% | 142 |
|
|
2014
Q4 | $4.42M | Sell |
47,488
-1,291
| -3% | -$116K | 0.13% | 133 |
|
|
2014
Q3 | $4.27M | Buy |
+48,779
| New | +$4.39M | 0.13% | 131 |
|
|
2014
Q2 | – | Sell |
-48,678
| Closed | -$4.38M | – | 338 |
|
|
2014
Q1 | $4.38M | Buy |
48,678
+1,319
| +3% | +$118K | 0.14% | 126 |
|
|
2013
Q4 | $4.3M | Sell |
47,359
-21
| -0% | -$1.73K | 0.14% | 126 |
|
|
2013
Q3 | $3.58M | Buy |
47,380
+2,443
| +5% | +$184K | 0.12% | 131 |
|
|
2013
Q2 | $3.36M | Buy |
+44,937
| New | +$3.2M | 0.12% | 130 |
|
Other funds holding AXP
VCM
VPM