Great Diamond Partners’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 | $1.21M | Buy |
3,796
+2,477
| +188% | +$790K | 0.26% | 91 |
|
|
2025
Q1 | $355K | Buy |
1,319
+2
| +0.2% | +$538 | 0.1% | 131 |
|
|
2024
Q4 | $391K | Buy |
1,317
+1
| +0.1% | +$297 | 0.1% | 126 |
|
|
2024
Q3 | $357K | Buy |
1,316
+1
| +0.1% | +$271 | 0.09% | 134 |
|
|
2024
Q2 | $304K | Sell |
1,315
-19
| -1% | -$4.4K | 0.07% | 168 |
|
|
2024
Q1 | $304K | Sell |
1,334
-133
| -9% | -$30.3K | 0.07% | 179 |
|
|
2023
Q4 | $275K | Sell |
1,467
-25
| -2% | -$4.68K | 0.07% | 190 |
|
|
2023
Q3 | $223K | Buy |
1,492
+15
| +1% | +$2.24K | 0.06% | 209 |
|
|
2023
Q2 | $257K | Sell |
1,477
-10
| -0.7% | -$1.74K | 0.07% | 189 |
|
|
2023
Q1 | $245K | Sell |
1,487
-68
| -4% | -$11.2K | 0.07% | 191 |
|
|
2022
Q4 | $230K | Buy |
1,555
+12
| +0.8% | +$1.77K | 0.07% | 196 |
|
|
2022
Q3 | $208K | Sell |
1,543
-458
| -23% | -$61.7K | 0.07% | 193 |
|
|
2022
Q2 | $277K | Sell |
2,001
-131
| -6% | -$18.1K | 0.09% | 172 |
|
|
2022
Q1 | $398K | Sell |
2,132
-62
| -3% | -$11.6K | 0.11% | 145 |
|
|
2021
Q4 | $358K | Buy |
2,194
+129
| +6% | +$21K | 0.09% | 162 |
|
|
2021
Q3 | $345K | Buy |
+2,065
| New | +$345K | 0.09% | 153 |
|
|
2020
Q1 | – | Sell |
-1,093
| Closed | -$136K | – | 161 |
|
|
2019
Q4 | $136K | Buy |
+1,093
| New | +$136K | 0.05% | 190 |
|