Empowered Funds’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 | $4.75M | Buy |
14,878
+2,737
| +23% | +$873K | 0.05% | 460 |
|
|
2025
Q1 | $3.27M | Sell |
12,141
-24,624
| -67% | -$6.63M | 0.05% | 515 |
|
|
2024
Q4 | $10.9M | Buy |
36,765
+22,474
| +157% | +$6.67M | 0.16% | 125 |
|
|
2024
Q3 | $3.88M | Buy |
14,291
+281
| +2% | +$76.2K | 0.06% | 438 |
|
|
2024
Q2 | $3.24M | Buy |
14,010
+1,530
| +12% | +$354K | 0.06% | 451 |
|
|
2024
Q1 | $2.84M | Buy |
12,480
+6,329
| +103% | +$1.44M | 0.05% | 484 |
|
|
2023
Q4 | $1.15M | Sell |
6,151
-417
| -6% | -$78.1K | 0.03% | 711 |
|
|
2023
Q3 | $980K | Buy |
6,568
+2,435
| +59% | +$363K | 0.03% | 672 |
|
|
2023
Q2 | $720K | Buy |
4,133
+564
| +16% | +$98.2K | 0.03% | 712 |
|
|
2023
Q1 | $589K | Sell |
3,569
-5,434
| -60% | -$896K | 0.03% | 377 |
|
|
2022
Q4 | $1.33M | Buy |
9,003
+1,269
| +16% | +$187K | 0.09% | 118 |
|
|
2022
Q3 | $1.04M | Buy |
7,734
+421
| +6% | +$56.8K | 0.1% | 163 |
|
|
2022
Q2 | $1.01M | Sell |
7,313
-304
| -4% | -$42.2K | 0.13% | 168 |
|
|
2022
Q1 | $1.42M | Buy |
+7,617
| New | +$1.42M | 0.16% | 160 |
|