AFCM
Applied Finance Capital Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
+7,779
| New | +$2.48M | 0.17% | 63 |
|
|
2025
Q1 | – | Sell |
-7,196
| Closed | -$2.14M | – | 300 |
|
|
2024
Q4 | $2.14M | Sell |
7,196
-193
| -3% | -$57.3K | 0.09% | 63 |
|
|
2024
Q3 | $2M | Buy |
7,389
+44
| +0.6% | +$11.9K | 0.09% | 66 |
|
|
2024
Q2 | $1.7M | Buy |
+7,345
| New | +$1.7M | 0.08% | 70 |
|