Choreo LLC’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 | $7.32M | Buy |
22,963
+434
| +2% | +$138K | 0.1% | 138 |
|
|
2025
Q1 | $6.06M | Sell |
22,529
-776
| -3% | -$209K | 0.09% | 152 |
|
|
2024
Q4 | $6.93M | Buy |
23,305
+5,270
| +29% | +$1.57M | 0.1% | 146 |
|
|
2024
Q3 | $4.84M | Buy |
18,035
+2,460
| +16% | +$661K | 0.07% | 193 |
|
|
2024
Q2 | $3.64M | Buy |
15,575
+10,732
| +222% | +$2.51M | 0.06% | 209 |
|
|
2024
Q1 | $1.1M | Sell |
4,843
-797
| -14% | -$181K | 0.03% | 251 |
|
|
2023
Q4 | $1.06M | Buy |
5,640
+1,063
| +23% | +$199K | 0.03% | 254 |
|
|
2023
Q3 | $683K | Buy |
4,577
+97
| +2% | +$14.5K | 0.02% | 237 |
|
|
2023
Q2 | $780K | Sell |
4,480
-582
| -11% | -$101K | 0.03% | 232 |
|
|
2023
Q1 | $835K | Buy |
+5,062
| New | +$835K | 0.03% | 226 |
|
|
2020
Q4 | – | Sell |
-2,378
| Closed | -$238K | – | 203 |
|
|
2020
Q3 | $238K | Sell |
2,378
-44
| -2% | -$4.4K | 0.02% | 159 |
|
|
2020
Q2 | $231K | Buy |
+2,422
| New | +$231K | 0.02% | 164 |
|
|
2020
Q1 | – | Sell |
-2,139
| Closed | -$266K | – | 179 |
|
|
2019
Q4 | $266K | Buy |
2,139
+390
| +22% | +$48.5K | 0.03% | 170 |
|
|
2019
Q3 | $207K | Sell |
1,749
-1,119
| -39% | -$132K | 0.02% | 179 |
|
|
2019
Q2 | $354K | Buy |
2,868
+146
| +5% | +$18K | 0.04% | 142 |
|
|
2019
Q1 | $298K | Buy |
+2,722
| New | +$298K | 0.04% | 156 |
|
|
2018
Q3 | – | Sell |
-2,513
| Closed | -$246K | – | 224 |
|
|
2018
Q2 | $246K | Buy |
+2,513
| New | +$246K | 0.03% | 210 |
|
|
2018
Q1 | – | Sell |
-2,029
| Closed | -$201K | – | 278 |
|
|
2017
Q4 | $201K | Buy |
+2,029
| New | +$201K | 0.02% | 280 |
|