Ackerman Capital Advisors’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 | $293K | Sell |
920
-26
| -3% | -$8.29K | 0.07% | 87 |
|
|
2025
Q1 | $255K | Hold |
946
| – | – | 0.07% | 89 |
|
|
2024
Q4 | $281K | Hold |
946
| – | – | 0.07% | 85 |
|
|
2024
Q3 | $257K | Hold |
946
| – | – | 0.07% | 85 |
|
|
2024
Q2 | $219K | Hold |
946
| – | – | 0.06% | 94 |
|
|
2024
Q1 | $215K | Buy |
+946
| New | +$215K | 0.06% | 94 |
|
|
2022
Q2 | – | Sell |
-1,101
| Closed | -$206K | – | 107 |
|
|
2022
Q1 | $206K | Buy |
+1,101
| New | +$206K | 0.05% | 106 |
|
|
2021
Q2 | – | Sell |
-1,500
| Closed | -$212K | – | 122 |
|
|
2021
Q1 | $212K | Buy |
+1,500
| New | +$212K | 0.05% | 119 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$373K | – | 96 |
|
|
2019
Q4 | $373K | Buy |
3,000
+1,000
| +50% | +$124K | 0.11% | 124 |
|
|
2019
Q3 | $237K | Hold |
2,000
| – | – | 0.08% | 121 |
|
|
2019
Q2 | $247K | Hold |
2,000
| – | – | 1.21% | 24 |
|
|
2019
Q1 | $219K | Sell |
2,000
-283,960
| -99% | -$31M | 1.17% | 27 |
|
|
2018
Q4 | $3K | Buy |
+285,960
| New | +$3K | 0.23% | 60 |
|