Capital Square’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 | $391K | Sell |
1,224
-25
| -2% | -$7.99K | 0.21% | 115 |
|
|
2025
Q1 | $336K | Sell |
1,249
-240
| -16% | -$64.6K | 0.2% | 118 |
|
|
2024
Q4 | $478K | Sell |
1,489
-108
| -7% | -$34.7K | 0.27% | 99 |
|
|
2024
Q3 | $433K | Sell |
1,597
-287
| -15% | -$77.8K | 0.26% | 101 |
|
|
2024
Q2 | $461K | Buy |
1,884
+12
| +0.6% | +$2.94K | 0.3% | 93 |
|
|
2024
Q1 | $426K | Buy |
1,872
+416
| +29% | +$94.7K | 0.3% | 88 |
|
|
2023
Q4 | $273K | Hold |
1,456
| – | – | 0.31% | 81 |
|
|
2023
Q3 | $221K | Hold |
1,456
| – | – | 0.3% | 79 |
|
|
2023
Q2 | $254K | Buy |
+1,456
| New | +$254K | 0.23% | 105 |
|
|
2020
Q4 | – | Sell |
-2,040
| Closed | -$204K | – | 149 |
|
|
2020
Q3 | $204K | Sell |
2,040
-550
| -21% | -$55K | 0.21% | 124 |
|
|
2020
Q2 | $246K | Hold |
2,590
| – | – | 0.26% | 115 |
|
|
2020
Q1 | $222K | Buy |
+2,590
| New | +$222K | 0.26% | 104 |
|