Financial Avengers’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 | $12.9M | Sell |
40,394
-55
| -0.1% | -$17.5K | 5.98% | 7 |
|
2025
Q1 | $10.9M | Sell |
40,449
-766
| -2% | -$206K | 5.51% | 7 |
|
2024
Q4 | $12.2M | Sell |
41,215
-2,601
| -6% | -$772K | 5.77% | 6 |
|
2024
Q3 | $11.9M | Buy |
+43,816
| New | +$11.9M | 5.85% | 6 |
|
2024
Q2 | – | Sell |
-44,756
| Closed | -$10.2M | – | 159 |
|
2024
Q1 | $10.2M | Buy |
44,756
+514
| +1% | +$117K | 5.39% | 7 |
|
2023
Q4 | $8.29M | Buy |
44,242
+170
| +0.4% | +$31.8K | 4.98% | 7 |
|
2023
Q3 | $6.58M | Buy |
44,072
+941
| +2% | +$140K | 4.4% | 7 |
|
2023
Q2 | $7.51M | Buy |
43,131
+213
| +0.5% | +$37.1K | 4.97% | 7 |
|
2023
Q1 | $7.08M | Buy |
42,918
+219
| +0.5% | +$36.1K | 5.42% | 6 |
|
2022
Q4 | $6.31M | Sell |
42,699
-278
| -0.6% | -$41.1K | 5.16% | 8 |
|
2022
Q3 | $5.8M | Buy |
42,977
+510
| +1% | +$68.8K | 4.74% | 8 |
|
2022
Q2 | $5.89M | Sell |
42,467
-1
| -0% | -$139 | 4.77% | 8 |
|
2022
Q1 | $7.95M | Sell |
42,468
-173
| -0.4% | -$32.4K | 4.97% | 7 |
|
2021
Q4 | $6.98M | Sell |
42,641
-306
| -0.7% | -$50.1K | 4.28% | 8 |
|
2021
Q3 | $7.2M | Buy |
42,947
+480
| +1% | +$80.4K | 4.81% | 7 |
|
2021
Q2 | $7.02M | Buy |
42,467
+619
| +1% | +$102K | 4.75% | 7 |
|
2021
Q1 | $5.92M | Buy |
41,848
+1,634
| +4% | +$231K | 4.43% | 9 |
|
2020
Q4 | $4.86M | Buy |
+40,214
| New | +$4.86M | 3.99% | 10 |
|