Athena Investment Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Sell |
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|
2025
Q1 | $633K | Sell |
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|
2024
Q4 | $753K | Sell |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $519K | Hold |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $485K | Sell |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $370K | Buy |
|