Delta Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.74M | Buy |
6,272
+1,847
| +42% | +$513K | 0.4% | 47 |
|
|
2024
Q4 | $1.31M | Buy |
4,425
+16
| +0.4% | +$4.75K | 0.31% | 56 |
|
|
2024
Q3 | $1.2M | Hold |
4,409
| – | – | 0.44% | 35 |
|
|
2024
Q2 | $1.02M | Sell |
4,409
-149
| -3% | -$34.5K | 0.43% | 36 |
|
|
2024
Q1 | $1.04M | Sell |
4,558
-91
| -2% | -$20.7K | 0.31% | 61 |
|
|
2023
Q4 | $871K | Sell |
4,649
-406
| -8% | -$76.1K | 0.27% | 65 |
|
|
2023
Q3 | $754K | Buy |
+5,055
| New | +$754K | 0.26% | 69 |
|
|
2023
Q2 | – | Sell |
-4,841
| Closed | -$798K | – | 98 |
|
|
2023
Q1 | $798K | Buy |
4,841
+167
| +4% | +$27.5K | 0.31% | 54 |
|
|
2022
Q4 | $684K | Buy |
+4,674
| New | +$684K | 0.3% | 65 |
|