Alhambra 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
Q2 | $1.36M | Buy |
4,275
+424
| +11% | +$135K | 0.68% | 37 |
|
|
2025
Q1 | $1.04M | Sell |
3,851
-139
| -3% | -$37.4K | 0.53% | 43 |
|
|
2024
Q4 | $1.18M | Hold |
3,990
| – | – | 0.61% | 36 |
|
|
2024
Q3 | $1.08M | Sell |
3,990
-25
| -0.6% | -$6.78K | 0.56% | 42 |
|
|
2024
Q2 | $930K | Sell |
4,015
-150
| -4% | -$34.7K | 0.51% | 44 |
|
|
2024
Q1 | $948K | Sell |
4,165
-90
| -2% | -$20.5K | 0.52% | 47 |
|
|
2023
Q4 | $797K | Sell |
4,255
-100
| -2% | -$18.7K | 0.47% | 55 |
|
|
2023
Q3 | $650K | Hold |
4,355
| – | – | 0.43% | 69 |
|
|
2023
Q2 | $759K | Sell |
4,355
-63
| -1% | -$11K | 0.5% | 53 |
|
|
2023
Q1 | $729K | Hold |
4,418
| – | – | 0.5% | 61 |
|
|
2022
Q4 | $653K | Hold |
4,418
| – | – | 0.48% | 62 |
|
|
2022
Q3 | $596K | Hold |
4,418
| – | – | 0.45% | 64 |
|
|
2022
Q2 | $612K | Hold |
4,418
| – | – | 0.44% | 66 |
|
|
2022
Q1 | $826K | Hold |
4,418
| – | – | 0.55% | 48 |
|
|
2021
Q4 | $723K | Sell |
4,418
-410
| -8% | -$67.1K | 0.51% | 61 |
|
|
2021
Q3 | $809K | Hold |
4,828
| – | – | 0.62% | 49 |
|
|
2021
Q2 | $798K | Hold |
4,828
| – | – | 0.6% | 47 |
|
|
2021
Q1 | $683K | Sell |
4,828
-650
| -12% | -$92K | 0.55% | 51 |
|
|
2020
Q4 | $662K | Hold |
5,478
| – | – | 0.71% | 44 |
|
|
2020
Q3 | $549K | Hold |
5,478
| – | – | 0.66% | 46 |
|
|
2020
Q2 | $522K | Hold |
5,478
| – | – | 0.69% | 39 |
|
|
2020
Q1 | $469K | Sell |
5,478
-600
| -10% | -$51.4K | 0.77% | 31 |
|
|
2019
Q4 | $757K | Buy |
+6,078
| New | +$757K | 0.87% | 30 |
|