Belpointe Asset 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 | $1.13M | Sell |
3,555
-142
| -4% | -$45.3K | 0.05% | 324 |
|
|
2025
Q1 | $995K | Sell |
3,697
-4,715
| -56% | -$1.27M | 0.05% | 332 |
|
|
2024
Q4 | $2.18M | Sell |
8,412
-268
| -3% | -$69.3K | 0.13% | 158 |
|
|
2024
Q3 | $2.35M | Buy |
8,680
+6,000
| +224% | +$1.63M | 0.14% | 147 |
|
|
2024
Q2 | $621K | Sell |
2,680
-976
| -27% | -$226K | 0.04% | 407 |
|
|
2024
Q1 | $833K | Buy |
3,656
+968
| +36% | +$220K | 0.06% | 314 |
|
|
2023
Q4 | $504K | Buy |
+2,688
| New | +$504K | 0.04% | 365 |
|
|
2023
Q3 | – | Sell |
-3,019
| Closed | -$526K | – | 656 |
|
|
2023
Q2 | $526K | Sell |
3,019
-7,559
| -71% | -$1.32M | 0.06% | 297 |
|
|
2023
Q1 | $1.74M | Buy |
10,578
+2,693
| +34% | +$444K | 0.09% | 223 |
|
|
2022
Q4 | $1.16M | Sell |
7,885
-2,591
| -25% | -$383K | 0.07% | 280 |
|
|
2022
Q3 | $1.41M | Sell |
10,476
-11,151
| -52% | -$1.5M | 0.1% | 227 |
|
|
2022
Q2 | $3M | Buy |
21,627
+12,779
| +144% | +$1.77M | 0.2% | 97 |
|
|
2022
Q1 | $1.65M | Buy |
8,848
+1,181
| +15% | +$221K | 0.1% | 216 |
|
|
2021
Q4 | $1.25M | Buy |
7,667
+414
| +6% | +$67.7K | 0.08% | 257 |
|
|
2021
Q3 | $1.22M | Buy |
7,253
+736
| +11% | +$123K | 0.08% | 261 |
|
|
2021
Q2 | $1.08M | Sell |
6,517
-252
| -4% | -$41.6K | 0.08% | 279 |
|
|
2021
Q1 | $958K | Buy |
6,769
+19
| +0.3% | +$2.69K | 0.08% | 260 |
|
|
2020
Q4 | $816K | Buy |
6,750
+272
| +4% | +$32.9K | 0.07% | 292 |
|
|
2020
Q3 | $650K | Buy |
6,478
+996
| +18% | +$99.9K | 0.07% | 278 |
|
|
2020
Q2 | $522K | Buy |
5,482
+1,164
| +27% | +$111K | 0.07% | 292 |
|
|
2020
Q1 | $370K | Sell |
4,318
-1,087
| -20% | -$93.1K | 0.06% | 291 |
|
|
2019
Q4 | $673K | Buy |
5,405
+1,746
| +48% | +$217K | 0.09% | 256 |
|
|
2019
Q3 | $433K | Sell |
3,659
-15
| -0.4% | -$1.78K | 0.07% | 313 |
|
|
2019
Q2 | $454K | Sell |
3,674
-4,900
| -57% | -$605K | 0.09% | 248 |
|
|
2019
Q1 | $937K | Buy |
8,574
+4,867
| +131% | +$532K | 0.18% | 92 |
|
|
2018
Q4 | $353K | Buy |
3,707
+1,751
| +90% | +$167K | 0.09% | 246 |
|
|
2018
Q3 | $208K | Buy |
+1,956
| New | +$208K | 0.03% | 441 |
|