Brasada Capital 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 | – | Sell |
-1,500
| Closed | -$404K | – | 135 |
|
|
2025
Q1 | $404K | Buy |
+1,500
| New | +$404K | 0.08% | 118 |
|
|
2020
Q3 | – | Sell |
-3,000
| Closed | -$286K | – | 142 |
|
|
2020
Q2 | $286K | Sell |
3,000
-2,000
| -40% | -$191K | 0.08% | 115 |
|
|
2020
Q1 | $428K | Buy |
+5,000
| New | +$428K | 0.15% | 91 |
|
|
2019
Q1 | – | Sell |
-7,000
| Closed | -$667K | – | 162 |
|
|
2018
Q4 | $667K | Buy |
+7,000
| New | +$667K | 0.22% | 79 |
|
|
2018
Q1 | – | Sell |
-4,000
| Closed | -$397K | – | 251 |
|
|
2017
Q4 | $397K | Buy |
+4,000
| New | +$397K | 0.13% | 117 |
|