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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Sell |
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|
2025
Q1 | $24.1M | Sell |
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|
2024
Q4 | $26.7M | Buy |
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|
2024
Q3 | $24.3M | Buy |
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|
2024
Q2 | $21.2M | Buy |
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|
2024
Q1 | $20.3M | Sell |
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|
2023
Q4 | $16.8M | Sell |
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|
2023
Q3 | $13.5M | Sell |
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|
2023
Q2 | $15.9M | Buy |
|
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|
2023
Q1 | $14.9M | Sell |
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|
2022
Q4 | $13.4M | Buy |
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|
2022
Q3 | $12.2M | Sell |
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|
2022
Q2 | $12.6M | Buy |
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|
2022
Q1 | $16.9M | Sell |
|
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|
2021
Q4 | $14.8M | Sell |
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|
2021
Q3 | $15.3M | Sell |
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|
2021
Q2 | $15.2M | Sell |
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|
2021
Q1 | $13.1M | Buy |
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|
2020
Q4 | $11.2M | Sell |
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|
2020
Q3 | $9.46M | Sell |
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|
2020
Q2 | $9.55M | Sell |
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|
2020
Q1 | $9.39M | Buy |
|
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|
2019
Q4 | $13.5M | Buy |
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|
2019
Q3 | $11.7M | Buy |
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|
2019
Q2 | $12M | Buy |
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|
2019
Q1 | $10.2M | Buy |
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|
2018
Q4 | $8.62M | Buy |
|
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|
2018
Q3 | $8.65M | Buy |
|
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|
2018
Q2 | $7.3M | Buy |
|
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|
2018
Q1 | $6.46M | Buy |
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|
2017
Q4 | $6.58M | Buy |
|
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|
2017
Q3 | $5.7M | Buy |
|
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|
2017
Q2 | $4.37M | Buy |
|
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|
2017
Q1 | $3.95M | Buy |
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|
2016
Q4 | $3.34M | Buy |
|
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|
2016
Q3 | – | Sell |
|
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|
2016
Q2 | $2.54M | Sell |
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|
2016
Q1 | $2.67M | Sell |
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|
2015
Q4 | $3.17M | Buy |
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|
2015
Q3 | $3.21M | Sell |
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|
2015
Q2 | $3.4M | Sell |
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|
2015
Q1 | $3.52M | Sell |
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|
2014
Q4 | $4.42M | Sell |
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|
2014
Q3 | $4.27M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $4.38M | Buy |
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|
2013
Q4 | $4.3M | Sell |
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|
2013
Q3 | $3.58M | Buy |
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|
2013
Q2 | $3.36M | Buy |
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