Adero Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.36M | Buy |
8,780
+63
| +0.7% | +$17K | 0.15% | 56 |
|
|
2024
Q4 | $2.59M | Buy |
8,717
+3,773
| +76% | +$1.12M | 0.17% | 52 |
|
|
2024
Q3 | $1.34M | Buy |
4,944
+74
| +2% | +$20.1K | 0.09% | 71 |
|
|
2024
Q2 | $1.13M | Buy |
4,870
+645
| +15% | +$149K | 0.08% | 73 |
|
|
2024
Q1 | $962K | Buy |
4,225
+6
| +0.1% | +$1.37K | 0.07% | 82 |
|
|
2023
Q4 | $790K | Sell |
4,219
-110
| -3% | -$20.6K | 0.07% | 86 |
|
|
2023
Q3 | $646K | Buy |
4,329
+192
| +5% | +$28.6K | 0.06% | 92 |
|
|
2023
Q2 | $721K | Sell |
4,137
-92
| -2% | -$16K | 0.07% | 84 |
|
|
2023
Q1 | $698K | Buy |
4,229
+5
| +0.1% | +$825 | 0.08% | 85 |
|
|
2022
Q4 | $624K | Buy |
4,224
+2,013
| +91% | +$297K | 0.08% | 87 |
|
|
2022
Q3 | $313K | Buy |
2,211
+37
| +2% | +$5.24K | 0.04% | 117 |
|
|
2022
Q2 | $303K | Buy |
2,174
+89
| +4% | +$12.4K | 0.04% | 116 |
|
|
2022
Q1 | $390K | Sell |
2,085
-26
| -1% | -$4.86K | 0.06% | 107 |
|
|
2021
Q4 | $345K | Sell |
2,111
-142
| -6% | -$23.2K | 0.06% | 124 |
|
|
2021
Q3 | $377K | Buy |
2,253
+31
| +1% | +$5.19K | 0.07% | 109 |
|
|
2021
Q2 | $367K | Sell |
2,222
-25
| -1% | -$4.13K | 0.08% | 102 |
|
|
2021
Q1 | $318K | Buy |
2,247
+25
| +1% | +$3.54K | 0.14% | 90 |
|
|
2020
Q4 | $269K | Buy |
+2,222
| New | +$269K | 0.23% | 63 |
|
|
2020
Q1 | – | Sell |
-23,148
| Closed | -$2.88M | – | 71 |
|
|
2019
Q4 | $2.88M | Buy |
+23,148
| New | +$2.88M | 3.23% | 6 |
|