E Fund 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 | $450K | Sell |
1,410
-39
| -3% | -$12.4K | 0.02% | 241 |
|
|
2025
Q1 | $390K | Buy |
1,449
+71
| +5% | +$19.1K | 0.02% | 253 |
|
|
2024
Q4 | $409K | Buy |
1,378
+543
| +65% | +$161K | 0.02% | 254 |
|
|
2024
Q3 | $226K | Sell |
835
-30
| -3% | -$8.14K | 0.01% | 298 |
|
|
2024
Q2 | $200K | Buy |
+865
| New | +$200K | 0.01% | 293 |
|
|
2022
Q2 | – | Sell |
-1,224
| Closed | -$229K | – | 325 |
|
|
2022
Q1 | $229K | Sell |
1,224
-163
| -12% | -$30.5K | 0.01% | 269 |
|
|
2021
Q4 | $227K | Sell |
1,387
-27
| -2% | -$4.42K | 0.01% | 240 |
|
|
2021
Q3 | $237K | Buy |
+1,414
| New | +$237K | 0.01% | 208 |
|
|
2021
Q1 | $1.51M | Buy |
+10,685
| New | +$1.51M | 0.12% | 79 |
|