DM
Delphi Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
4,683
-493
| -10% | -$157K | 1.44% | 17 |
|
|
2025
Q1 | $1.39M | Sell |
5,176
-537
| -9% | -$145K | 1.42% | 22 |
|
|
2024
Q4 | $1.7M | Sell |
5,713
-152
| -3% | -$45.1K | 1.64% | 5 |
|
|
2024
Q3 | $1.59M | Sell |
5,865
-2,050
| -26% | -$556K | 1.45% | 17 |
|
|
2024
Q2 | $1.83M | Buy |
7,915
+44
| +0.6% | +$10.2K | 1.49% | 13 |
|
|
2024
Q1 | $1.79M | Sell |
7,871
-1,041
| -12% | -$237K | 1.39% | 20 |
|
|
2023
Q4 | $1.67M | Buy |
8,912
+389
| +5% | +$72.9K | 1.54% | 11 |
|
|
2023
Q3 | $1.27M | Buy |
+8,523
| New | +$1.27M | 1.3% | 36 |
|