Biltmore Family Office’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 | $200K | Sell |
627
-150
| -19% | -$47.8K | 0.03% | 212 |
|
|
2025
Q1 | $209K | Buy |
+777
| New | +$209K | 0.04% | 201 |
|
|
2020
Q1 | – | Sell |
-66,000
| Closed | -$8.22M | – | 173 |
|
|
2019
Q4 | $8.22M | Hold |
66,000
| – | – | 3.3% | 3 |
|
|
2019
Q3 | $7.81M | Buy |
66,000
+33,000
| +100% | +$3.9M | 3.37% | 3 |
|
|
2019
Q2 | $4.07M | Hold |
33,000
| – | – | 2.21% | 12 |
|
|
2019
Q1 | $3.61M | Hold |
33,000
| – | – | 1.83% | 16 |
|
|
2018
Q4 | $3.15M | Hold |
33,000
| – | – | 1.78% | 15 |
|
|
2018
Q3 | $3.51M | Hold |
33,000
| – | – | 1.67% | 19 |
|
|
2018
Q2 | $3.23M | Hold |
33,000
| – | – | 1.61% | 17 |
|
|
2018
Q1 | $3.08M | Hold |
33,000
| – | – | 1.37% | 22 |
|
|
2017
Q4 | $3.28M | Buy |
+33,000
| New | +$3.28M | 1.48% | 21 |
|