Avalon Trust’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 | $76.2K | Sell |
239
-130
| -35% | -$41.5K | 0.01% | 218 |
|
|
2025
Q1 | $99.3K | Sell |
369
-265
| -42% | -$71.3K | 0.01% | 186 |
|
|
2024
Q4 | $188K | Buy |
634
+39
| +7% | +$11.6K | 0.01% | 127 |
|
|
2024
Q3 | $161K | Sell |
595
-66
| -10% | -$17.9K | 0.01% | 136 |
|
|
2024
Q2 | $153K | Sell |
661
-90
| -12% | -$20.8K | 0.01% | 140 |
|
|
2024
Q1 | $171K | Hold |
751
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $141K | Buy |
751
+66
| +10% | +$12.4K | 0.01% | 142 |
|
|
2023
Q3 | $102K | Hold |
685
| – | – | 0.01% | 151 |
|
|
2023
Q2 | $119K | Buy |
685
+290
| +73% | +$50.5K | 0.01% | 150 |
|
|
2023
Q1 | $65.2K | Buy |
+395
| New | +$65.2K | 0.01% | 182 |
|