IA
Insight Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
5,686
-196
| -3% | -$62.5K | 0.29% | 55 |
|
|
2025
Q1 | $1.58M | Sell |
5,882
-126
| -2% | -$33.9K | 0.28% | 58 |
|
|
2024
Q4 | $1.79M | Sell |
6,008
-139
| -2% | -$41.3K | 0.3% | 53 |
|
|
2024
Q3 | $1.67M | Sell |
6,147
-237
| -4% | -$64.3K | 0.29% | 56 |
|
|
2024
Q2 | $1.48M | Sell |
6,384
-400
| -6% | -$92.6K | 0.27% | 64 |
|
|
2024
Q1 | $1.54M | Sell |
6,784
-57
| -0.8% | -$13K | 0.3% | 59 |
|
|
2023
Q4 | $1.28M | Sell |
6,841
-192
| -3% | -$36K | 0.27% | 60 |
|
|
2023
Q3 | $1.05M | Sell |
7,033
-44
| -0.6% | -$6.56K | 0.24% | 72 |
|
|
2023
Q2 | $1.23M | Sell |
7,077
-11
| -0.2% | -$1.92K | 0.28% | 61 |
|
|
2023
Q1 | $1.17M | Sell |
7,088
-176
| -2% | -$29K | 0.27% | 58 |
|
|
2022
Q4 | $1.07M | Sell |
7,264
-296
| -4% | -$43.5K | 0.37% | 65 |
|
|
2022
Q3 | $1.02M | Buy |
7,560
+45
| +0.6% | +$6.07K | 0.4% | 62 |
|
|
2022
Q2 | $1.18M | Sell |
7,515
-181
| -2% | -$28.4K | 0.4% | 62 |
|
|
2022
Q1 | $1.44M | Sell |
7,696
-100
| -1% | -$18.7K | 0.43% | 63 |
|
|
2021
Q4 | $1.28M | Buy |
7,796
+100
| +1% | +$16.4K | 0.38% | 68 |
|
|
2021
Q3 | $1.33M | Sell |
7,696
-12
| -0.2% | -$2.07K | 0.4% | 65 |
|
|
2021
Q2 | $1.31M | Sell |
7,708
-187
| -2% | -$31.7K | 0.41% | 62 |
|
|
2021
Q1 | $1.21M | Buy |
7,895
+720
| +10% | +$110K | 0.38% | 65 |
|
|
2020
Q4 | $868K | Buy |
+7,175
| New | +$868K | 0.33% | 81 |
|