Zevenbergen Capital Investments’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 | $565K | Hold |
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|
2025
Q2 | $542K | Hold |
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|
2025
Q1 | $457K | Hold |
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|
2024
Q4 | $505K | Hold |
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|
2024
Q3 | $461K | Hold |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $387K | Hold |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $288K | Hold |
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|
2021
Q3 | $295K | Hold |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $213K | Buy |
|