3IP
3Chopt Investment Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
6,084
-407
| -6% | -$130K | 0.47% | 54 |
|
|
2025
Q1 | $1.75M | Buy |
+6,491
| New | +$1.75M | 0.46% | 58 |
|
|
2024
Q3 | – | Sell |
-4,753
| Closed | -$1.1M | – | 81 |
|
|
2024
Q2 | $1.1M | Buy |
+4,753
| New | +$1.1M | 0.34% | 71 |
|
|
2024
Q1 | – | Sell |
-4,544
| Closed | -$851K | – | 78 |
|
|
2023
Q4 | $851K | Buy |
+4,544
| New | +$851K | 0.31% | 82 |
|
|
2023
Q3 | – | Sell |
-4,227
| Closed | -$736K | – | 67 |
|
|
2023
Q2 | $736K | Sell |
4,227
-200
| -5% | -$34.8K | 0.37% | 70 |
|
|
2023
Q1 | $730K | Buy |
4,427
+175
| +4% | +$28.9K | 0.39% | 72 |
|
|
2022
Q4 | $628K | Buy |
+4,252
| New | +$628K | 0.34% | 71 |
|