Capital Market Strategies’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 |
-860
| Closed | -$231K | – | 140 |
|
|
2025
Q1 | $231K | Sell |
860
-333
| -28% | -$89.6K | 0.15% | 124 |
|
|
2024
Q4 | $354K | Hold |
1,193
| – | – | 0.2% | 105 |
|
|
2024
Q3 | $324K | Sell |
1,193
-9
| -0.7% | -$2.44K | 0.19% | 103 |
|
|
2024
Q2 | $278K | Buy |
1,202
+91
| +8% | +$21.1K | 0.18% | 115 |
|
|
2024
Q1 | $253K | Buy |
1,111
+8
| +0.7% | +$1.82K | 0.19% | 116 |
|
|
2023
Q4 | $207K | Buy |
+1,103
| New | +$207K | 0.18% | 136 |
|
|
2022
Q2 | – | Sell |
-1,199
| Closed | -$224K | – | 142 |
|
|
2022
Q1 | $224K | Buy |
+1,199
| New | +$224K | 0.19% | 133 |
|