Gratus Capital’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.72M Buy
7,427
+610
+9% +$141K 0.07% 147
2024
Q1
$1.55M Buy
6,817
+5,237
+331% +$1.19M 0.07% 144
2023
Q4
$296K Sell
1,580
-72
-4% -$13.5K 0.02% 212
2023
Q3
$246K Buy
+1,652
New +$246K 0.02% 220