Alesco 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 | $322K | Buy |
1,008
+3
| +0.3% | +$957 | 0.01% | 158 |
|
|
2025
Q1 | $270K | Buy |
1,005
+20
| +2% | +$5.38K | 0.01% | 163 |
|
|
2024
Q4 | $292K | Hold |
985
| – | – | 0.01% | 155 |
|
|
2024
Q3 | $267K | Sell |
985
-20
| -2% | -$5.42K | 0.01% | 157 |
|
|
2024
Q2 | $233K | Buy |
1,005
+105
| +12% | +$24.3K | 0.01% | 170 |
|
|
2024
Q1 | $205K | Buy |
+900
| New | +$205K | 0.01% | 177 |
|