Aquamarine Capital AXP trades
Guy Spier
Guy Spier American Express Company stake
total: 30
Trades details
- Total transactions:
- 4
- New positions:
- 1
- Reduced:
- 3
- Held since:
- 2014 Q4
- Held for:
- 47 quarters
- Latest activity:
- 2025 Q4
According to 2026 Q2 report, Guy Spier holds 65,000 American Express Company (AXP) shares with a market value of roughly $21.99M accounting for 15.26% of the overall portfolio. To date, the estimated cost basis is nearly $93.04 for "buy" trades and estimated average "sell" price is $289.41. Aquamarine Capital first purchased AXP in 2014 Q4, initially acquiring 272,430 shares. Since the initial investment in American Express Company (AXP), Aquamarine Capital has made 3 more transactions.
When did Guy Spier buy American Express Company (AXP)?
Guy Spier first invested in American Express Company (AXP) in 2014 Q4 at the reported quarter-end price of $93.04 per share.
What's the cost basis of Aquamarine Capital's AXP stake?
The estimated cost basis for American Express Company (AXP) stake is around $93.04 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $93.04
- Weighted AVG sell price:
- $289.41
Guy Spier's historical trades in American Express Company
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
16.30%
|
65,000
|
$369.95
|
$24,047,000
|
-69.05% (-145,000)
|
-16.9%
|
|
2020 Q1
|
12.26%
|
$85.61
|
-5.59% (-12,430)
|
|||
|
2018 Q3
|
11.40%
|
$106.49
|
-18.35% (-50,000)
|
|||
|
2014 Q4
|
16.79%
|
$93.04
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.