Zevenbergen Capital Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Hold |
1,700
| – | – | 0.01% | 97 |
|
|
2025
Q1 | $457K | Hold |
1,700
| – | – | 0.01% | 98 |
|
|
2024
Q4 | $505K | Hold |
1,700
| – | – | 0.01% | 95 |
|
|
2024
Q3 | $461K | Hold |
1,700
| – | – | 0.01% | 93 |
|
|
2024
Q2 | $394K | Hold |
1,700
| – | – | 0.01% | 97 |
|
|
2024
Q1 | $387K | Hold |
1,700
| – | – | 0.01% | 95 |
|
|
2023
Q4 | $318K | Hold |
1,700
| – | – | 0.01% | 94 |
|
|
2023
Q3 | $254K | Hold |
1,700
| – | – | 0.01% | 98 |
|
|
2023
Q2 | $296K | Hold |
1,700
| – | – | 0.01% | 98 |
|
|
2023
Q1 | $280K | Hold |
1,700
| – | – | 0.01% | 98 |
|
|
2022
Q4 | $251K | Hold |
1,700
| – | – | 0.01% | 96 |
|
|
2022
Q3 | $229K | Hold |
1,700
| – | – | 0.01% | 101 |
|
|
2022
Q2 | $236K | Hold |
1,700
| – | – | 0.01% | 84 |
|
|
2022
Q1 | $318K | Sell |
1,700
-60
| -3% | -$11.2K | 0.01% | 81 |
|
|
2021
Q4 | $288K | Hold |
1,760
| – | – | 0.01% | 85 |
|
|
2021
Q3 | $295K | Hold |
1,760
| – | – | 0.01% | 91 |
|
|
2021
Q2 | $291K | Hold |
1,760
| – | – | 0.01% | 92 |
|
|
2021
Q1 | $249K | Hold |
1,760
| – | – | ﹤0.01% | 94 |
|
|
2020
Q4 | $213K | Buy |
+1,760
| New | +$213K | ﹤0.01% | 81 |
|