Alta Advisers’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 | $875K | Hold |
2,742
| – | – | 0.31% | 57 |
|
|
2025
Q1 | $738K | Buy |
2,742
+900
| +49% | +$242K | 0.31% | 66 |
|
|
2024
Q4 | $547K | Buy |
1,842
+242
| +15% | +$71.8K | 0.35% | 55 |
|
|
2024
Q3 | $434K | Hold |
1,600
| – | – | 0.2% | 65 |
|
|
2024
Q2 | $370K | Hold |
1,600
| – | – | 0.18% | 68 |
|
|
2024
Q1 | $364K | Hold |
1,600
| – | – | 0.18% | 67 |
|
|
2023
Q4 | $300K | Hold |
1,600
| – | – | 0.16% | 76 |
|
|
2023
Q3 | $239K | Hold |
1,600
| – | – | 0.14% | 91 |
|
|
2023
Q2 | $279K | Hold |
1,600
| – | – | 0.16% | 75 |
|
|
2023
Q1 | $264K | Hold |
1,600
| – | – | 0.16% | 79 |
|
|
2022
Q4 | $236K | Hold |
1,600
| – | – | 0.14% | 86 |
|
|
2022
Q3 | $216K | Buy |
+1,600
| New | +$216K | 0.14% | 81 |
|