EFG Asset 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 | $2.82M | Buy |
8,837
+215
| +2% | +$68.6K | 0.4% | 115 |
|
|
2025
Q1 | $2.32M | Sell |
8,622
-1,328
| -13% | -$357K | 0.39% | 109 |
|
|
2024
Q4 | $2.95M | Buy |
9,950
+799
| +9% | +$237K | 0.4% | 98 |
|
|
2024
Q3 | $2.48M | Sell |
9,151
-393
| -4% | -$107K | 0.42% | 99 |
|
|
2024
Q2 | $2.21M | Buy |
9,544
+1,464
| +18% | +$339K | 0.38% | 102 |
|
|
2024
Q1 | $1.84M | Sell |
8,080
-43
| -0.5% | -$9.79K | 0.32% | 134 |
|
|
2023
Q4 | $1.52M | Buy |
8,123
+3,172
| +64% | +$594K | 0.29% | 138 |
|
|
2023
Q3 | $739K | Sell |
4,951
-3,129
| -39% | -$467K | 0.18% | 166 |
|
|
2023
Q2 | $1.41M | Sell |
8,080
-2,945
| -27% | -$513K | 0.3% | 115 |
|
|
2023
Q1 | $1.82M | Buy |
11,025
+1,449
| +15% | +$239K | 0.4% | 83 |
|
|
2022
Q4 | $1.41M | Sell |
9,576
-187
| -2% | -$27.5K | 0.32% | 114 |
|
|
2022
Q3 | $1.32M | Sell |
9,763
-792
| -8% | -$107K | 0.3% | 113 |
|
|
2022
Q2 | $1.46M | Sell |
10,555
-1,614
| -13% | -$224K | 0.31% | 103 |
|
|
2022
Q1 | $2.28M | Buy |
12,169
+2,331
| +24% | +$436K | 0.34% | 94 |
|
|
2021
Q4 | $1.61M | Buy |
+9,838
| New | +$1.61M | 0.21% | 139 |
|