InceptionR’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 | $833K | Buy |
+2,610
| New | +$833K | 0.19% | 193 |
|
|
2025
Q1 | – | Sell |
-2,729
| Closed | -$810K | – | 550 |
|
|
2024
Q4 | $810K | Sell |
2,729
-994
| -27% | -$295K | 0.18% | 214 |
|
|
2024
Q3 | $1.01M | Buy |
+3,723
| New | +$1.01M | 0.25% | 128 |
|
|
2024
Q2 | – | Sell |
-2,614
| Closed | -$595K | – | 593 |
|
|
2024
Q1 | $595K | Buy |
+2,614
| New | +$595K | 0.15% | 264 |
|
|
2023
Q2 | – | Sell |
-6,159
| Closed | -$1.02M | – | 419 |
|
|
2023
Q1 | $1.02M | Buy |
+6,159
| New | +$1.02M | 0.33% | 101 |
|