Aspire Private Capital’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 | $1.6M | Buy |
5,017
+154
| +3% | +$49.1K | 0.37% | 64 |
|
|
2025
Q1 | $1.31M | Buy |
4,863
+214
| +5% | +$57.6K | 0.33% | 64 |
|
|
2024
Q4 | $1.38M | Buy |
4,649
+124
| +3% | +$36.8K | 0.34% | 55 |
|
|
2024
Q3 | $1.23M | Buy |
4,525
+64
| +1% | +$17.4K | 0.29% | 63 |
|
|
2024
Q2 | $1.03M | Buy |
4,461
+207
| +5% | +$47.9K | 0.27% | 62 |
|
|
2024
Q1 | $969K | Buy |
4,254
+473
| +13% | +$108K | 0.26% | 66 |
|
|
2023
Q4 | $708K | Buy |
3,781
+140
| +4% | +$26.2K | 0.21% | 74 |
|
|
2023
Q3 | $543K | Buy |
3,641
+88
| +2% | +$13.1K | 0.18% | 89 |
|
|
2023
Q2 | $619K | Buy |
3,553
+18
| +0.5% | +$3.14K | 0.2% | 83 |
|
|
2023
Q1 | $583K | Sell |
3,535
-437
| -11% | -$72.1K | 0.19% | 88 |
|
|
2022
Q4 | $587K | Buy |
3,972
+78
| +2% | +$11.5K | 0.21% | 78 |
|
|
2022
Q3 | $525K | Buy |
3,894
+176
| +5% | +$23.7K | 0.2% | 69 |
|
|
2022
Q2 | $515K | Buy |
3,718
+20
| +0.5% | +$2.77K | 0.18% | 75 |
|
|
2022
Q1 | $692K | Buy |
3,698
+347
| +10% | +$64.9K | 0.22% | 59 |
|
|
2021
Q4 | $548K | Buy |
3,351
+351
| +12% | +$57.4K | 0.17% | 84 |
|
|
2021
Q3 | $503K | Buy |
3,000
+1,061
| +55% | +$178K | 0.17% | 83 |
|
|
2021
Q2 | $320K | Buy |
1,939
+621
| +47% | +$102K | 0.1% | 119 |
|
|
2021
Q1 | $186K | Buy |
1,318
+713
| +118% | +$101K | 0.07% | 152 |
|
|
2020
Q4 | $73K | Sell |
605
-553
| -48% | -$66.7K | 0.03% | 193 |
|
|
2020
Q3 | $116K | Buy |
1,158
+259
| +29% | +$25.9K | 0.05% | 156 |
|
|
2020
Q2 | $86K | Buy |
899
+96
| +12% | +$9.18K | 0.04% | 146 |
|
|
2020
Q1 | $69K | Sell |
803
-109
| -12% | -$9.37K | 0.04% | 139 |
|
|
2019
Q4 | $114K | Buy |
912
+40
| +5% | +$5K | 0.05% | 157 |
|
|
2019
Q3 | $103K | Buy |
872
+81
| +10% | +$9.57K | 0.05% | 158 |
|
|
2019
Q2 | $98K | Buy |
791
+120
| +18% | +$14.9K | 0.05% | 152 |
|
|
2019
Q1 | $73K | Hold |
671
| – | – | 0.04% | 199 |
|
|
2018
Q4 | $64K | Buy |
+671
| New | +$64K | 0.04% | 191 |
|