Ziegler Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.59M | Sell |
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|
2023
Q4 | $7.28M | Buy |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $12.2M | Hold |
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|
2021
Q3 | $12.5M | Hold |
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|
2021
Q2 | $12.3M | Hold |
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|
2021
Q1 | $10.5M | Buy |
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|
2020
Q4 | $8.99M | Sell |
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|
2020
Q3 | $7.47M | Sell |
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|
2020
Q2 | $26.7M | Sell |
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|
2020
Q1 | $38.7M | Buy |
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