Insigneo Advisory Services’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 | $3M | Sell |
9,409
-1,020
| -10% | -$325K | 0.26% | 74 |
|
|
2025
Q1 | $2.81M | Buy |
10,429
+264
| +3% | +$71K | 0.29% | 69 |
|
|
2024
Q4 | $3.02M | Sell |
10,165
-1,759
| -15% | -$522K | 0.31% | 52 |
|
|
2024
Q3 | $3.23M | Sell |
11,924
-683
| -5% | -$185K | 0.33% | 54 |
|
|
2024
Q2 | $2.85M | Sell |
12,607
-1,501
| -11% | -$339K | 0.32% | 58 |
|
|
2024
Q1 | $3.21M | Buy |
14,108
+2,199
| +18% | +$501K | 0.38% | 50 |
|
|
2023
Q4 | $2.23M | Buy |
11,909
+3,303
| +38% | +$619K | 0.31% | 65 |
|
|
2023
Q3 | $1.28M | Buy |
8,606
+298
| +4% | +$44.5K | 0.26% | 82 |
|
|
2023
Q2 | $1.45M | Buy |
8,308
+4,392
| +112% | +$765K | 0.28% | 72 |
|
|
2023
Q1 | $646K | Buy |
3,916
+48
| +1% | +$7.92K | 0.21% | 101 |
|
|
2022
Q4 | $571K | Buy |
+3,868
| New | +$571K | 0.22% | 98 |
|