D'Orazio & Associates’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 | $346K | Sell |
1,084
-23
| -2% | -$7.34K | 0.05% | 150 |
|
|
2025
Q1 | $298K | Buy |
1,107
+42
| +4% | +$11.3K | 0.05% | 161 |
|
|
2024
Q4 | $316K | Buy |
1,065
+30
| +3% | +$8.91K | 0.05% | 144 |
|
|
2024
Q3 | $281K | Buy |
1,035
+131
| +14% | +$35.5K | 0.04% | 160 |
|
|
2024
Q2 | $209K | Buy |
+904
| New | +$209K | 0.03% | 191 |
|
|
2021
Q4 | – | Sell |
-257
| Closed | -$43K | – | 149 |
|
|
2021
Q3 | $43K | Buy |
+257
| New | +$43K | 0.01% | 225 |
|
|
2016
Q1 | – | Sell |
-27
| Closed | -$2K | – | 297 |
|
|
2015
Q4 | $2K | Sell |
27
-719
| -96% | -$53.3K | ﹤0.01% | 237 |
|
|
2015
Q3 | $55K | Buy |
746
+27
| +4% | +$1.99K | 0.03% | 91 |
|
|
2015
Q2 | $56K | Hold |
719
| – | – | 0.04% | 89 |
|
|
2015
Q1 | $56K | Hold |
719
| – | – | 0.04% | 88 |
|
|
2014
Q4 | $67K | Hold |
719
| – | – | 0.05% | 70 |
|
|
2014
Q3 | $63K | Hold |
719
| – | – | 0.05% | 71 |
|
|
2014
Q2 | $68K | Hold |
719
| – | – | 0.05% | 65 |
|
|
2014
Q1 | $65K | Hold |
719
| – | – | 0.05% | 63 |
|
|
2013
Q4 | $65K | Buy |
+719
| New | +$65K | 0.06% | 59 |
|