Almanack Investment 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
Q2 | $290K | Buy |
+908
| New | +$290K | 0.05% | 166 |
|
|
2022
Q4 | – | Sell |
-395
| Closed | -$53K | – | 259 |
|
|
2022
Q3 | $53K | Buy |
+395
| New | +$53K | 0.01% | 255 |
|
|
2022
Q1 | – | Sell |
-1,297
| Closed | -$212K | – | 504 |
|
|
2021
Q4 | $212K | Buy |
1,297
+28
| +2% | +$4.58K | 0.02% | 460 |
|
|
2021
Q3 | $213K | Buy |
1,269
+25
| +2% | +$4.2K | 0.02% | 456 |
|
|
2021
Q2 | $206K | Sell |
1,244
-170
| -12% | -$28.2K | 0.02% | 401 |
|
|
2021
Q1 | $201K | Buy |
+1,414
| New | +$201K | 0.02% | 400 |
|