Welch Group’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 | $6.27M | Buy |
|
|||||
|
2025
Q2 | $6.01M | Buy |
|
|||||
|
2025
Q1 | $4.99M | Sell |
|
|||||
|
2024
Q4 | $5.6M | Buy |
|
|||||
|
2024
Q3 | $5.02M | Buy |
|
|||||
|
2024
Q2 | $3.9M | Buy |
|
|||||
|
2024
Q1 | $3.04M | Hold |
|
|||||
|
2023
Q4 | $2.5M | Buy |
|
|||||
|
2023
Q3 | $1.84M | Sell |
|
|||||
|
2023
Q2 | $2.17M | Hold |
|
|||||
|
2023
Q1 | $2.05M | Hold |
|
|||||
|
2022
Q4 | $1.84M | Sell |
|
|||||
|
2022
Q3 | $1.77M | Hold |
|
|||||
|
2022
Q2 | $1.82M | Buy |
|
|||||
|
2022
Q1 | $2.44M | Buy |
|
|||||
|
2021
Q4 | $2.13M | Hold |
|
|||||
|
2021
Q3 | $2.18M | Sell |
|
|||||
|
2021
Q2 | $2.19M | Sell |
|
|||||
|
2021
Q1 | $1.88M | Sell |
|
|||||
|
2020
Q4 | $1.89M | Buy |
|
|||||
|
2020
Q3 | $1.55M | Buy |
|
|||||
|
2020
Q2 | $1.17M | Buy |
|
|||||
|
2020
Q1 | $978K | Buy |
|
|||||
|
2019
Q4 | $663K | Buy |
|
|||||
|
2019
Q3 | $461K | Buy |
|
|||||
|
2019
Q2 | $476K | Buy |
|
|||||
|
2019
Q1 | $412K | Buy |
|
|||||
|
2018
Q4 | $354K | Buy |
|
|||||
|
2018
Q3 | $335 | Buy |
|
|||||
|
2018
Q2 | $249K | Sell |
|
|||||
|
2018
Q1 | $250K | Buy |
|
|||||
|
2017
Q4 | $236K | Hold |
|
|||||
|
2017
Q3 | $215K | Sell |
|
|||||
|
2017
Q2 | $228K | Buy |
|
|||||
|
2017
Q1 | $185K | Sell |
|
|||||
|
2016
Q4 | $179K | Buy |
|
|||||
|
2016
Q3 | $150K | Buy |
|
|||||
|
2016
Q2 | $117K | Sell |
|
|||||
|
2016
Q1 | $195K | Buy |
|
|||||
|
2015
Q4 | $212K | Buy |
|
|||||
|
2015
Q3 | $224K | Buy |
|
|||||
|
2015
Q2 | $219K | Buy |
|
|||||
|
2015
Q1 | $213 | Sell |
|
|||||
|
2014
Q4 | $263K | Buy |
|
|||||
|
2014
Q3 | $238K | Sell |
|
|||||
|
2014
Q2 | $262K | Buy |
|
|||||
|
2014
Q1 | $242K | Sell |
|
|||||
|
2013
Q4 | $253K | Buy |
|
|||||
|
2013
Q3 | $199K | Buy |
|
|||||
|
2013
Q2 | $188K | Buy |
|