Catalina Capital Group’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 | $339K | Sell |
1,063
-246
| -19% | -$78.5K | 0.22% | 87 |
|
|
2025
Q1 | $352K | Sell |
1,309
-2,047
| -61% | -$551K | 0.23% | 86 |
|
|
2024
Q4 | $996K | Buy |
3,356
+34
| +1% | +$10.1K | 0.33% | 57 |
|
|
2024
Q3 | $901K | Buy |
3,322
+295
| +10% | +$80K | 0.3% | 61 |
|
|
2024
Q2 | $701K | Buy |
3,027
+611
| +25% | +$141K | 0.26% | 75 |
|
|
2024
Q1 | $550K | Buy |
2,416
+1,295
| +116% | +$295K | 0.23% | 89 |
|
|
2023
Q4 | $210K | Buy |
+1,121
| New | +$210K | 0.14% | 133 |
|