iA Global Asset Management’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $303K | Buy |
+950
| New | +$303K | ﹤0.01% | 374 |
|
2025
Q1 | – | Sell |
-11,015
| Closed | -$3.27M | – | 430 |
|
2024
Q4 | $3.27M | Sell |
11,015
-6,462
| -37% | -$1.92M | 0.06% | 197 |
|
2024
Q3 | $4.74M | Buy |
17,477
+8,939
| +105% | +$2.42M | 0.08% | 162 |
|
2024
Q2 | $1.98M | Sell |
8,538
-2,133
| -20% | -$494K | 0.04% | 233 |
|
2024
Q1 | $2.43M | Sell |
10,671
-7,887
| -42% | -$1.8M | 0.05% | 220 |
|
2023
Q4 | $3.48M | Buy |
18,558
+12,142
| +189% | +$2.27M | 0.08% | 183 |
|
2023
Q3 | $957K | Sell |
6,416
-11,872
| -65% | -$1.77M | 0.03% | 283 |
|
2023
Q2 | $3.19M | Buy |
+18,288
| New | +$3.19M | 0.08% | 180 |
|