Aigen Investment 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
Q1 | – | Sell |
-1,643
| Closed | -$488K | – | 759 |
|
|
2024
Q4 | $488K | Buy |
+1,643
| New | +$488K | 0.09% | 340 |
|
|
2024
Q3 | – | Sell |
-3,113
| Closed | -$721K | – | 730 |
|
|
2024
Q2 | $721K | Buy |
3,113
+2,153
| +224% | +$499K | 0.14% | 208 |
|
|
2024
Q1 | $219K | Buy |
+960
| New | +$219K | 0.05% | 523 |
|
|
2022
Q1 | – | Sell |
-13,022
| Closed | -$2.12M | – | 567 |
|
|
2021
Q4 | $2.12M | Buy |
+13,022
| New | +$2.12M | 0.13% | 210 |
|
|
2021
Q1 | – | Sell |
-12,069
| Closed | -$1.46M | – | 621 |
|
|
2020
Q4 | $1.46M | Buy |
+12,069
| New | +$1.46M | 0.19% | 137 |
|