AIM
Alphinity Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592M | Sell |
1,857,206
-463,555
| -20% | -$148M | 5.07% | 7 |
|
|
2025
Q1 | $624M | Sell |
2,320,761
-417,162
| -15% | -$112M | 4.23% | 13 |
|
|
2024
Q4 | $813M | Sell |
2,737,923
-341,984
| -11% | -$101M | 4.42% | 6 |
|
|
2024
Q3 | $835M | Buy |
3,079,907
+390,612
| +15% | +$106M | 4.93% | 6 |
|
|
2024
Q2 | $623M | Buy |
2,689,295
+784,472
| +41% | +$182M | 4.58% | 8 |
|
|
2024
Q1 | $434M | Buy |
+1,904,823
| New | +$434M | 3.85% | 14 |
|
|
2020
Q2 | – | Sell |
-147,861
| Closed | -$12.7M | – | 26 |
|
|
2020
Q1 | $12.7M | Sell |
147,861
-105,877
| -42% | -$9.06M | 1.66% | 25 |
|
|
2019
Q4 | $31.6M | Buy |
253,738
+28,711
| +13% | +$3.57M | 3.49% | 18 |
|
|
2019
Q3 | $26.6M | Buy |
+225,027
| New | +$26.6M | 3.07% | 20 |
|