Delta Investment Management’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 | $765K | Sell |
2,399
-4
| -0.2% | -$1.28K | 0.15% | 100 |
|
|
2025
Q1 | $647K | Buy |
2,403
+289
| +14% | +$77.8K | 0.13% | 94 |
|
|
2024
Q4 | $627K | Sell |
2,114
-234
| -10% | -$69.4K | 0.12% | 109 |
|
|
2024
Q3 | $637K | Buy |
2,348
+143
| +6% | +$38.8K | 0.13% | 101 |
|
|
2024
Q2 | $511K | Sell |
2,205
-1,468
| -40% | -$340K | 0.11% | 112 |
|
|
2024
Q1 | $836K | Sell |
3,673
-89
| -2% | -$20.3K | 0.19% | 85 |
|
|
2023
Q4 | $705K | Buy |
3,762
+2
| +0.1% | +$375 | 0.17% | 82 |
|
|
2023
Q3 | $561K | Sell |
3,760
-64
| -2% | -$9.55K | 0.16% | 80 |
|
|
2023
Q2 | $666K | Sell |
3,824
-71
| -2% | -$12.4K | 0.18% | 74 |
|
|
2023
Q1 | $642K | Sell |
3,895
-67
| -2% | -$11.1K | 0.18% | 74 |
|
|
2022
Q4 | $585K | Buy |
3,962
+67
| +2% | +$9.9K | 0.19% | 81 |
|
|
2022
Q3 | $525K | Buy |
3,895
+1,800
| +86% | +$243K | 0.23% | 79 |
|
|
2022
Q2 | $290K | Hold |
2,095
| – | – | 0.13% | 106 |
|
|
2022
Q1 | $392K | Hold |
2,095
| – | – | 0.12% | 93 |
|
|
2021
Q4 | $343K | Hold |
2,095
| – | – | 0.1% | 132 |
|
|
2021
Q3 | $351K | Sell |
2,095
-15
| -0.7% | -$2.51K | 0.11% | 123 |
|
|
2021
Q2 | $349K | Sell |
2,110
-5
| -0.2% | -$827 | 0.1% | 129 |
|
|
2021
Q1 | $299K | Sell |
2,115
-181
| -8% | -$25.6K | 0.1% | 132 |
|
|
2020
Q4 | $277K | Hold |
2,296
| – | – | 0.09% | 147 |
|
|
2020
Q3 | $230K | Sell |
2,296
-50
| -2% | -$5.01K | 0.12% | 106 |
|
|
2020
Q2 | $223K | Buy |
+2,346
| New | +$223K | 0.09% | 127 |
|
|
2020
Q1 | – | Sell |
-2,326
| Closed | -$289K | – | 115 |
|
|
2019
Q4 | $289K | Buy |
+2,326
| New | +$289K | 0.11% | 108 |
|