Atria Investments’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 | $15.6M | Sell |
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|
2025
Q1 | $14.3M | Buy |
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|
2024
Q4 | $14.9M | Buy |
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|
2024
Q3 | $13.3M | Buy |
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|
2024
Q2 | $11M | Sell |
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $9.22M | Buy |
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|
2023
Q3 | $7.3M | Buy |
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|
2023
Q2 | $6.77M | Sell |
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|
2023
Q1 | $6.48M | Sell |
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|
2022
Q4 | $6.49M | Buy |
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|
2022
Q3 | $5M | Buy |
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|
2022
Q2 | $4.74M | Sell |
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|
2022
Q1 | $6.55M | Buy |
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|
2021
Q4 | $5.63M | Buy |
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|
2021
Q3 | $5.6M | Sell |
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|
2021
Q2 | $5.61M | Buy |
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|
2021
Q1 | $4.54M | Buy |
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|
2020
Q4 | $3.39M | Sell |
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|
2020
Q3 | $3.42M | Buy |
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|
2020
Q2 | $2.85M | Buy |
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|
2020
Q1 | $2.31M | Sell |
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|
2019
Q4 | $8.29M | Buy |
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|
2019
Q3 | $5.19M | Buy |
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|
2019
Q2 | $5.03M | Sell |
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|
2019
Q1 | $204K | Buy |
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|
2018
Q4 | $1.34M | Sell |
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|
2018
Q3 | $1.56M | Buy |
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|
2018
Q2 | $1.41M | Buy |
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|
2018
Q1 | $1.32M | Buy |
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|
2017
Q4 | $1.33M | Buy |
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|
2017
Q3 | $917K | Buy |
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|
2017
Q2 | $772K | Sell |
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|
2017
Q1 | $739K | Sell |
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|
2016
Q4 | $757K | Buy |
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|
2016
Q3 | $629K | Buy |
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|
2016
Q2 | $427K | Sell |
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|
2016
Q1 | $555K | Buy |
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|
2015
Q4 | $538K | Buy |
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|
2015
Q3 | $596K | Sell |
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|
2015
Q2 | $871K | Buy |
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|
2015
Q1 | $806K | Buy |
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|
2014
Q4 | $803K | Buy |
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|
2014
Q3 | $655K | Sell |
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|
2014
Q2 | $758K | Buy |
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|
2014
Q1 | $697K | Buy |
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|
2013
Q4 | $669K | Sell |
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|
2013
Q3 | $589K | Sell |
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|
2013
Q2 | $629K | Buy |
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