AUA Capital 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 | $766K | Hold |
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|
2025
Q1 | $646K | Hold |
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|
2024
Q4 | $712K | Hold |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $558K | Hold |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $450K | Hold |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $542K | Buy |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $419K | Hold |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $424K | Hold |
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|
2020
Q4 | $363K | Hold |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $256K | Hold |
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|
2019
Q4 | $374K | Hold |
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|
2019
Q3 | $355K | Hold |
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|
2019
Q2 | $370K | Hold |
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|
2019
Q1 | $328K | Hold |
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|
2018
Q4 | $286K | Hold |
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|
2018
Q3 | $320K | Hold |
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|
2018
Q2 | $294K | Hold |
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|
2018
Q1 | $280K | Hold |
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|
2017
Q4 | $298K | Hold |
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|
2017
Q3 | $271K | Hold |
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|
2017
Q2 | $253K | Buy |
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|
2017
Q1 | $55K | Sell |
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|
2016
Q4 | $230K | Buy |
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