EAM
Empirical Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,010
| Closed | -$810K | – | 318 |
|
|
2025
Q1 | $810K | Sell |
3,010
-14,973
| -83% | -$4.03M | 0.28% | 100 |
|
|
2024
Q4 | $1.03M | Buy |
17,983
+14,426
| +406% | +$823K | 0.34% | 82 |
|
|
2024
Q3 | $965K | Buy |
+3,557
| New | +$965K | 0.34% | 79 |
|
|
2024
Q2 | – | Sell |
-2,019
| Closed | -$460K | – | 352 |
|
|
2024
Q1 | $460K | Buy |
+2,019
| New | +$460K | 0.22% | 121 |
|