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 |
|