Claris Advisors’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 | $205K | Sell |
642
-1,577
| -71% | -$503K | 0.07% | 70 |
|
|
2025
Q1 | $597K | Buy |
2,219
+1
| +0% | +$269 | 0.22% | 41 |
|
|
2024
Q4 | $658K | Buy |
2,218
+1,177
| +113% | +$349K | 0.25% | 36 |
|
|
2024
Q3 | $282K | Hold |
1,041
| – | – | 0.12% | 47 |
|
|
2024
Q2 | $241K | Buy |
1,041
+18
| +2% | +$4.17K | 0.12% | 48 |
|
|
2024
Q1 | $233K | Buy |
+1,023
| New | +$233K | 0.12% | 51 |
|
|
2023
Q1 | – | Sell |
-2,694
| Closed | -$398K | – | 42 |
|
|
2022
Q4 | $398K | Sell |
2,694
-15
| -0.6% | -$2.22K | 0.38% | 25 |
|
|
2022
Q3 | $365K | Buy |
2,709
+1
| +0% | +$135 | 0.42% | 21 |
|
|
2022
Q2 | $375K | Buy |
2,708
+1
| +0% | +$138 | 0.41% | 22 |
|
|
2022
Q1 | $506K | Hold |
2,707
| – | – | 0.54% | 17 |
|
|
2021
Q4 | $443K | Buy |
+2,707
| New | +$443K | 0.47% | 21 |
|