Galvin Gaustad & Stein’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 | $22.2M | Buy |
69,474
+60
| +0.1% | +$19.1K | 1.91% | 16 |
|
2025
Q1 | $18.7M | Sell |
69,414
-700
| -1% | -$188K | 1.67% | 23 |
|
2024
Q4 | $20.8M | Sell |
70,114
-526
| -0.7% | -$156K | 1.86% | 17 |
|
2024
Q3 | $19.2M | Buy |
70,640
+1,068
| +2% | +$290K | 1.71% | 22 |
|
2024
Q2 | $16.1M | Buy |
69,572
+11,564
| +20% | +$2.68M | 1.5% | 31 |
|
2024
Q1 | $13.2M | Buy |
58,008
+56,687
| +4,291% | +$12.9M | 1.22% | 36 |
|
2023
Q4 | $247K | Buy |
+1,321
| New | +$247K | 0.02% | 164 |
|
2021
Q3 | – | Sell |
-1,375
| Closed | -$227K | – | 177 |
|
2021
Q2 | $227K | Sell |
1,375
-255
| -16% | -$42.1K | 0.02% | 179 |
|
2021
Q1 | $231K | Sell |
1,630
-226
| -12% | -$32K | 0.02% | 178 |
|
2020
Q4 | $224K | Buy |
+1,856
| New | +$224K | 0.02% | 177 |
|