AGF Management’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 | – | Sell |
-8,356
| Closed | -$2.25M | – | 635 |
|
|
2025
Q1 | $2.25M | Sell |
8,356
-263
| -3% | -$70.8K | 0.01% | 449 |
|
|
2024
Q4 | $2.56M | Sell |
8,619
-18,640
| -68% | -$5.53M | 0.01% | 376 |
|
|
2024
Q3 | $7.39M | Sell |
27,259
-1,563
| -5% | -$424K | 0.04% | 239 |
|
|
2024
Q2 | $6.67M | Buy |
28,822
+953
| +3% | +$221K | 0.04% | 235 |
|
|
2024
Q1 | $4.89M | Sell |
27,869
-51,401
| -65% | -$9.02M | 0.03% | 273 |
|
|
2023
Q4 | $14.9M | Buy |
79,270
+7,840
| +11% | +$1.47M | 0.09% | 175 |
|
|
2023
Q3 | $10.7M | Buy |
+71,430
| New | +$10.7M | 0.08% | 184 |
|
|
2023
Q2 | – | Sell |
-71,760
| Closed | -$11.8M | – | 680 |
|
|
2023
Q1 | $11.8M | Buy |
71,760
+28,786
| +67% | +$4.75M | 0.08% | 189 |
|
|
2022
Q4 | $6.35M | Buy |
+42,974
| New | +$6.35M | 0.05% | 237 |
|