Ceera Investments’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 | $9.49M | Sell |
29,766
-235
| -0.8% | -$75K | 2.91% | 4 |
|
|
2025
Q1 | $8.07M | Sell |
30,001
-75
| -0.2% | -$20.2K | 2.78% | 6 |
|
|
2024
Q4 | $8.93M | Sell |
30,076
-632
| -2% | -$188K | 3.06% | 5 |
|
|
2024
Q3 | $8.33M | Sell |
30,708
-725
| -2% | -$197K | 3.14% | 5 |
|
|
2024
Q2 | $7.28M | Sell |
31,433
-215
| -0.7% | -$49.8K | 3.08% | 5 |
|
|
2024
Q1 | $7.21M | Sell |
31,648
-5
| -0% | -$1.14K | 3.16% | 7 |
|
|
2023
Q4 | $5.93M | Buy |
31,653
+2,345
| +8% | +$439K | 2.79% | 10 |
|
|
2023
Q3 | $4.37M | Buy |
29,308
+8,347
| +40% | +$1.25M | 2.38% | 15 |
|
|
2023
Q2 | $3.65M | Sell |
20,961
-15
| -0.1% | -$2.61K | 2.11% | 15 |
|
|
2023
Q1 | $3.46M | Hold |
20,976
| – | – | 2.21% | 19 |
|
|
2022
Q4 | $3.1M | Sell |
20,976
-2,010
| -9% | -$297K | 1.96% | 23 |
|
|
2022
Q3 | $3.1M | Sell |
22,986
-505
| -2% | -$68.1K | 2.06% | 17 |
|
|
2022
Q2 | $3.26M | Sell |
23,491
-15
| -0.1% | -$2.08K | 1.86% | 18 |
|
|
2022
Q1 | $4.4M | Sell |
23,506
-128
| -0.5% | -$23.9K | 2.19% | 13 |
|
|
2021
Q4 | $3.87M | Sell |
23,634
-45
| -0.2% | -$7.36K | 2% | 20 |
|
|
2021
Q3 | $3.97M | Sell |
23,679
-40
| -0.2% | -$6.7K | 2.18% | 15 |
|
|
2021
Q2 | $3.92M | Hold |
23,719
| – | – | 2.97% | 8 |
|
|
2021
Q1 | $3.36M | Buy |
+23,719
| New | +$3.36M | 2.73% | 10 |
|