Bank Julius Baer & Co’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 | $102K | Buy |
320
+37
| +13% | +$11.8K | ﹤0.01% | 496 |
|
|
2025
Q1 | $86.1K | Sell |
283
-123
| -30% | -$37.4K | ﹤0.01% | 496 |
|
|
2024
Q4 | $133K | Buy |
406
+28
| +7% | +$9.16K | ﹤0.01% | 448 |
|
|
2024
Q3 | $121K | Sell |
378
-1,480
| -80% | -$475K | ﹤0.01% | 422 |
|
|
2024
Q2 | $479K | Sell |
1,858
-910
| -33% | -$235K | ﹤0.01% | 277 |
|
|
2024
Q1 | $630K | Sell |
2,768
-3,080
| -53% | -$701K | ﹤0.01% | 295 |
|
|
2023
Q4 | $1.1M | Sell |
5,848
-5,437
| -48% | -$1.02M | ﹤0.01% | 276 |
|
|
2023
Q3 | $1.68M | Sell |
11,285
-1,412
| -11% | -$211K | 0.01% | 214 |
|
|
2023
Q2 | $2.21M | Sell |
12,697
-1,809
| -12% | -$315K | 0.01% | 208 |
|
|
2023
Q1 | $2.39M | Buy |
14,506
+2,330
| +19% | +$384K | 0.02% | 200 |
|
|
2022
Q4 | $1.8M | Buy |
12,176
+3,924
| +48% | +$580K | 0.01% | 213 |
|
|
2022
Q3 | $1.11M | Sell |
8,252
-4,092
| -33% | -$552K | 0.01% | 238 |
|
|
2022
Q2 | $1.71M | Buy |
12,344
+447
| +4% | +$62K | 0.01% | 225 |
|
|
2022
Q1 | $2.23M | Sell |
11,897
-7,897
| -40% | -$1.48M | 0.01% | 217 |
|
|
2021
Q4 | $3.24M | Buy |
19,794
+5,844
| +42% | +$956K | 0.02% | 228 |
|
|
2021
Q3 | $2.34M | Hold |
13,950
| – | – | 0.01% | 241 |
|
|
2021
Q2 | $2.31M | Sell |
13,950
-540
| -4% | -$89.2K | 0.01% | 266 |
|
|
2021
Q1 | $2.05M | Sell |
14,490
-1,199
| -8% | -$170K | 0.02% | 270 |
|
|
2020
Q4 | $1.9M | Sell |
15,689
-1,043
| -6% | -$126K | 0.02% | 260 |
|
|
2020
Q3 | $1.68M | Buy |
16,732
+852
| +5% | +$85.4K | 0.02% | 243 |
|
|
2020
Q2 | $1.51M | Sell |
15,880
-3,034
| -16% | -$289K | 0.02% | 226 |
|
|
2020
Q1 | $1.62M | Buy |
+18,914
| New | +$1.62M | 0.04% | 174 |
|