Alphinity Investment Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$592M Sell
2025
Q1
$624M Sell
2024
Q4
$813M Sell
2024
Q3
$835M Buy
2024
Q2
$623M Buy
2024
Q1
$434M Buy
2020
Q2
Sell
2020
Q1
$12.7M Sell
2019
Q4
$31.6M Buy
2019
Q3
$26.6M Buy