Graypoint LLC’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
$1.5M Buy
4,691
+675
+17% +$215K 0.08% 163
2025
Q1
$1.08M Sell
4,016
-125
-3% -$33.6K 0.07% 190
2024
Q4
$1.23M Buy
4,141
+41
+1% +$12.2K 0.07% 169
2024
Q3
$1.11M Buy
4,100
+321
+8% +$87.1K 0.07% 179
2024
Q2
$875K Buy
3,779
+822
+28% +$190K 0.06% 195
2024
Q1
$673K Buy
2,957
+244
+9% +$55.6K 0.05% 230
2023
Q4
$508K Sell
2,713
-1,518
-36% -$284K 0.04% 258
2023
Q3
$631K Sell
4,231
-237
-5% -$35.4K 0.06% 202
2023
Q2
$778K Sell
4,468
-233
-5% -$40.6K 0.08% 156
2023
Q1
$775K Buy
4,701
+495
+12% +$81.6K 0.08% 155
2022
Q4
$622K Sell
4,206
-126
-3% -$18.6K 0.07% 169
2022
Q3
$584K Sell
4,332
-565
-12% -$76.2K 0.08% 169
2022
Q2
$679K Sell
4,897
-1,101
-18% -$153K 0.09% 151
2022
Q1
$1.12M Buy
5,998
+2,233
+59% +$418K 0.11% 126
2021
Q4
$616K Buy
3,765
+2,141
+132% +$350K 0.06% 169
2021
Q3
$272K Buy
1,624
+260
+19% +$43.5K 0.03% 230
2021
Q2
$225K Buy
+1,364
New +$225K 0.03% 241