Insight Inv LLC’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 | $3.77M | Sell |
11,811
-210
| -2% | -$67K | 2.53% | 7 |
|
|
2025
Q1 | $3.23M | Buy |
12,021
+4
| +0% | +$1.08K | 2.22% | 8 |
|
|
2024
Q4 | $3.57M | Buy |
12,017
+36
| +0.3% | +$10.7K | 2.48% | 6 |
|
|
2024
Q3 | $3.25M | Sell |
11,981
-600
| -5% | -$163K | 2.73% | 4 |
|
|
2024
Q2 | $2.91M | Sell |
12,581
-100
| -0.8% | -$23.2K | 2.52% | 7 |
|
|
2024
Q1 | $2.89M | Sell |
12,681
-15
| -0.1% | -$3.42K | 2.51% | 6 |
|
|
2023
Q4 | $2.38M | Buy |
12,696
+70
| +0.6% | +$13.1K | 2.33% | 8 |
|
|
2023
Q3 | $1.89M | Sell |
12,626
-135
| -1% | -$20.2K | 2.09% | 16 |
|
|
2023
Q2 | $2.22M | Buy |
12,761
+755
| +6% | +$132K | 2.29% | 6 |
|
|
2023
Q1 | $1.98M | Hold |
12,006
| – | – | 2.14% | 7 |
|
|
2022
Q4 | $1.77M | Buy |
12,006
+135
| +1% | +$19.9K | 1.79% | 19 |
|
|
2022
Q3 | $1.6M | Sell |
11,871
-10
| -0.1% | -$1.35K | 1.78% | 18 |
|
|
2022
Q2 | $1.65M | Buy |
11,881
+75
| +0.6% | +$10.4K | 1.66% | 21 |
|
|
2022
Q1 | $2.21M | Buy |
11,806
+320
| +3% | +$59.8K | 2% | 9 |
|
|
2021
Q4 | $1.88M | Buy |
+11,486
| New | +$1.88M | 1.73% | 14 |
|