Bouvel 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
Q2 | – | Sell |
-28,917
| Closed | -$7.84M | – | 77 |
|
|
2025
Q1 | $7.84M | Sell |
28,917
-406
| -1% | -$110K | 2.95% | 6 |
|
|
2024
Q4 | $8.7M | Buy |
29,323
+406
| +1% | +$120K | 3.14% | 6 |
|
|
2024
Q3 | $7.84M | Buy |
28,917
+152
| +0.5% | +$41.2K | 2.95% | 6 |
|
|
2024
Q2 | $6.66M | Sell |
28,765
-105
| -0.4% | -$24.3K | 2.58% | 9 |
|
|
2024
Q1 | $6.57M | Sell |
28,870
-232
| -0.8% | -$52.8K | 2.84% | 6 |
|
|
2023
Q4 | $5.45M | Buy |
29,102
+778
| +3% | +$146K | 2.55% | 10 |
|
|
2023
Q3 | $4.23M | Buy |
28,324
+352
| +1% | +$52.5K | 2.28% | 11 |
|
|
2023
Q2 | $4.87M | Buy |
27,972
+747
| +3% | +$130K | 2.67% | 8 |
|
|
2023
Q1 | $4.49M | Sell |
27,225
-95
| -0.3% | -$15.7K | 2.62% | 8 |
|
|
2022
Q4 | $4.04M | Sell |
27,320
-178
| -0.6% | -$26.3K | 2.6% | 6 |
|
|
2022
Q3 | $3.71M | Buy |
27,498
+666
| +2% | +$89.9K | 2.47% | 8 |
|
|
2022
Q2 | $3.72M | Buy |
26,832
+5
| +0% | +$693 | 2.8% | 8 |
|
|
2022
Q1 | $5.02M | Buy |
26,827
+948
| +4% | +$177K | 3.06% | 7 |
|
|
2021
Q4 | $4.23M | Sell |
25,879
-94
| -0.4% | -$15.4K | 2.37% | 12 |
|
|
2021
Q3 | $4.35M | Buy |
25,973
+679
| +3% | +$114K | 2.46% | 10 |
|
|
2021
Q2 | $4.18M | Buy |
25,294
+863
| +4% | +$143K | 2.36% | 8 |
|
|
2021
Q1 | $3.46M | Buy |
24,431
+1,347
| +6% | +$190K | 2.22% | 11 |
|
|
2020
Q4 | $2.79M | Buy |
+23,084
| New | +$2.79M | 1.98% | 19 |
|