Certuity’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 | $461K | Buy |
1,446
+32
| +2% | +$10.2K | 0.04% | 211 |
|
|
2025
Q1 | $380K | Sell |
1,414
-64
| -4% | -$17.2K | 0.04% | 225 |
|
|
2024
Q4 | $439K | Buy |
1,478
+466
| +46% | +$138K | 0.05% | 193 |
|
|
2024
Q3 | $274K | Sell |
1,012
-101
| -9% | -$27.4K | 0.03% | 282 |
|
|
2024
Q2 | $258K | Sell |
1,113
-893
| -45% | -$207K | 0.02% | 290 |
|
|
2024
Q1 | $457K | Buy |
2,006
+101
| +5% | +$23K | 0.04% | 184 |
|
|
2023
Q4 | $357K | Buy |
+1,905
| New | +$357K | 0.04% | 219 |
|
|
2023
Q2 | – | Sell |
-1,218
| Closed | -$201K | – | 267 |
|
|
2023
Q1 | $201K | Buy |
+1,218
| New | +$201K | 0.03% | 206 |
|
|
2021
Q4 | – | Sell |
-2,437
| Closed | -$408K | – | 300 |
|
|
2021
Q3 | $408K | Buy |
2,437
+647
| +36% | +$108K | 0.08% | 198 |
|
|
2021
Q2 | $296K | Buy |
+1,790
| New | +$296K | 0.07% | 235 |
|