Angeles Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-850
| Closed | -$252K | – | 54 |
|
|
2024
Q4 | $252K | Sell |
850
-9
| -1% | -$2.67K | 0.01% | 161 |
|
|
2024
Q3 | $233K | Buy |
+859
| New | +$233K | 0.01% | 192 |
|
|
2024
Q2 | – | Sell |
-1,453
| Closed | -$331K | – | 215 |
|
|
2024
Q1 | $331K | Buy |
1,453
+211
| +17% | +$48K | 0.02% | 160 |
|
|
2023
Q4 | $233K | Buy |
+1,242
| New | +$233K | 0.01% | 175 |
|
|
2023
Q3 | – | Sell |
-1,278
| Closed | -$223K | – | 187 |
|
|
2023
Q2 | $223K | Buy |
+1,278
| New | +$223K | 0.02% | 142 |
|
|
2020
Q1 | – | Sell |
-1,782
| Closed | -$222K | – | 92 |
|
|
2019
Q4 | $222K | Hold |
1,782
| – | – | 0.04% | 81 |
|
|
2019
Q3 | $211K | Buy |
+1,782
| New | +$211K | 0.05% | 74 |
|