Aquatic Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,700
| Closed | -$693K | – | 1223 |
|
|
2023
Q4 | $693K | Sell |
3,700
-94,900
| -96% | -$17.8M | 0.02% | 551 |
|
|
2023
Q3 | $14.7M | Buy |
+98,600
| New | +$14.7M | 0.61% | 43 |
|
|
2023
Q2 | – | Sell |
-70,900
| Closed | -$11.7M | – | 1331 |
|
|
2023
Q1 | $11.7M | Buy |
70,900
+67,600
| +2,048% | +$11.2M | 0.72% | 28 |
|
|
2022
Q4 | $487K | Sell |
3,300
-37,400
| -92% | -$5.52M | 0.04% | 504 |
|
|
2022
Q3 | $5.49M | Buy |
40,700
+25,900
| +175% | +$3.49M | 0.54% | 33 |
|
|
2022
Q2 | $2.05M | Buy |
+14,800
| New | +$2.05M | 0.67% | 25 |
|