Athena Investment Management’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 | $749K | Sell |
2,347
-6
| -0.3% | -$1.91K | 0.42% | 57 |
|
|
2025
Q1 | $633K | Sell |
2,353
-183
| -7% | -$49.2K | 0.38% | 60 |
|
|
2024
Q4 | $753K | Sell |
2,536
-91
| -3% | -$27K | 0.44% | 55 |
|
|
2024
Q3 | $712K | Sell |
2,627
-48
| -2% | -$13K | 0.41% | 63 |
|
|
2024
Q2 | $619K | Sell |
2,675
-25
| -0.9% | -$5.79K | 0.38% | 66 |
|
|
2024
Q1 | $615K | Sell |
2,700
-73
| -3% | -$16.6K | 0.37% | 69 |
|
|
2023
Q4 | $519K | Hold |
2,773
| – | – | 0.34% | 71 |
|
|
2023
Q3 | $414K | Sell |
2,773
-12
| -0.4% | -$1.79K | 0.3% | 82 |
|
|
2023
Q2 | $485K | Sell |
2,785
-30
| -1% | -$5.23K | 0.33% | 69 |
|
|
2023
Q1 | $464K | Sell |
2,815
-103
| -4% | -$17K | 0.33% | 70 |
|
|
2022
Q4 | $431K | Buy |
2,918
+91
| +3% | +$13.4K | 0.32% | 75 |
|
|
2022
Q3 | $381K | Sell |
2,827
-138
| -5% | -$18.6K | 0.32% | 78 |
|
|
2022
Q2 | $411K | Buy |
2,965
+1,000
| +51% | +$139K | 0.32% | 70 |
|
|
2022
Q1 | $370K | Buy |
+1,965
| New | +$370K | 0.29% | 75 |
|