Fidelis Capital Partners’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 | $1.54M | Buy |
5,227
+399
| +8% | +$118K | 0.14% | 126 |
|
|
2025
Q1 | $1.28M | Sell |
4,828
-811
| -14% | -$215K | 0.14% | 124 |
|
|
2024
Q4 | $1.78M | Buy |
5,639
+1,655
| +42% | +$524K | 0.18% | 103 |
|
|
2024
Q3 | $1.08M | Buy |
3,984
+117
| +3% | +$31.7K | 0.13% | 143 |
|
|
2024
Q2 | $885K | Sell |
3,867
-193
| -5% | -$44.2K | 0.13% | 149 |
|
|
2024
Q1 | $924K | Buy |
4,060
+1,169
| +40% | +$266K | 0.14% | 138 |
|
|
2023
Q4 | $542K | Buy |
2,891
+435
| +18% | +$81.5K | 0.12% | 164 |
|
|
2023
Q3 | $366K | Buy |
2,456
+19
| +0.8% | +$2.84K | 0.13% | 160 |
|
|
2023
Q2 | $425K | Buy |
2,437
+130
| +6% | +$22.6K | 0.15% | 148 |
|
|
2023
Q1 | $352K | Buy |
+2,307
| New | +$352K | 0.15% | 154 |
|