Guyasuta Investment Advisors’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 | $344K | Buy |
1,080
+25
| +2% | +$7.98K | 0.02% | 193 |
|
|
2025
Q1 | $284K | Hold |
1,055
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $313K | Hold |
1,055
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $286K | Buy |
+1,055
| New | +$286K | 0.02% | 223 |
|
|
2023
Q4 | – | Sell |
-5,255
| Closed | -$784K | – | 246 |
|
|
2023
Q3 | $784K | Hold |
5,255
| – | – | 0.06% | 115 |
|
|
2023
Q2 | $915K | Sell |
5,255
-200
| -4% | -$34.8K | 0.07% | 109 |
|
|
2023
Q1 | $900K | Buy |
5,455
+2,750
| +102% | +$454K | 0.07% | 111 |
|
|
2022
Q4 | $400K | Sell |
2,705
-3,350
| -55% | -$495K | 0.03% | 159 |
|
|
2022
Q3 | $817K | Hold |
6,055
| – | – | 0.07% | 109 |
|
|
2022
Q2 | $839K | Buy |
6,055
+350
| +6% | +$48.5K | 0.07% | 130 |
|
|
2022
Q1 | $1.07M | Buy |
5,705
+750
| +15% | +$140K | 0.07% | 121 |
|
|
2021
Q4 | $811K | Buy |
4,955
+3,250
| +191% | +$532K | 0.05% | 148 |
|
|
2021
Q3 | $286K | Buy |
1,705
+55
| +3% | +$9.23K | 0.02% | 225 |
|
|
2021
Q2 | $273K | Hold |
1,650
| – | – | 0.02% | 227 |
|
|
2021
Q1 | $233K | Hold |
1,650
| – | – | 0.02% | 228 |
|
|
2020
Q4 | $200K | Buy |
+1,650
| New | +$200K | 0.02% | 230 |
|
|
2020
Q3 | – | Sell |
-5,500
| Closed | -$524K | – | 207 |
|
|
2020
Q2 | $524K | Buy |
+5,500
| New | +$524K | 0.05% | 138 |
|
|
2016
Q1 | – | Sell |
-11,899
| Closed | -$827K | – | 206 |
|
|
2015
Q4 | $827K | Buy |
+11,899
| New | +$827K | 0.12% | 98 |
|