Blueprint Investment Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,860
| Closed | -$849K | – | 107 |
|
|
2024
Q4 | $849K | Buy |
2,860
+1,572
| +122% | +$467K | 0.13% | 86 |
|
|
2024
Q3 | $349K | Sell |
1,288
-543
| -30% | -$147K | 0.06% | 127 |
|
|
2024
Q2 | $424K | Sell |
1,831
-102
| -5% | -$23.6K | 0.09% | 88 |
|
|
2024
Q1 | $440K | Sell |
1,933
-77
| -4% | -$17.5K | 0.09% | 90 |
|
|
2023
Q4 | $377K | Buy |
+2,010
| New | +$377K | 0.1% | 86 |
|
|
2023
Q2 | – | Sell |
-4,841
| Closed | -$799K | – | 149 |
|
|
2023
Q1 | $799K | Buy |
4,841
+2,623
| +118% | +$433K | 0.18% | 74 |
|
|
2022
Q4 | $328K | Buy |
+2,218
| New | +$328K | 0.07% | 155 |
|
|
2022
Q2 | – | Sell |
-5,743
| Closed | -$1.07M | – | 148 |
|
|
2022
Q1 | $1.07M | Buy |
5,743
+2,580
| +82% | +$482K | 0.28% | 73 |
|
|
2021
Q4 | $517K | Sell |
3,163
-946
| -23% | -$155K | 0.13% | 123 |
|
|
2021
Q3 | $688K | Buy |
4,109
+1,816
| +79% | +$304K | 0.34% | 51 |
|
|
2021
Q2 | $379K | Buy |
+2,293
| New | +$379K | 0.3% | 44 |
|
|
2020
Q4 | – | Sell |
-1,669
| Closed | -$202K | – | 58 |
|
|
2020
Q3 | $202K | Buy |
+1,669
| New | +$202K | 0.16% | 60 |
|