Intellectus Partners’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 | $2.29M | Buy |
7,186
+1
| +0% | +$319 | 0.49% | 57 |
|
|
2025
Q1 | $1.93M | Sell |
7,185
-125
| -2% | -$33.6K | 0.48% | 58 |
|
|
2024
Q4 | $2.17M | Sell |
7,310
-250
| -3% | -$74.2K | 0.48% | 52 |
|
|
2024
Q3 | $2.05M | Sell |
7,560
-136
| -2% | -$36.9K | 0.52% | 52 |
|
|
2024
Q2 | $1.78M | Sell |
7,696
-150
| -2% | -$34.7K | 0.49% | 59 |
|
|
2024
Q1 | $1.79M | Sell |
7,846
-550
| -7% | -$125K | 0.47% | 60 |
|
|
2023
Q4 | $1.57M | Buy |
8,396
+384
| +5% | +$71.9K | 0.45% | 63 |
|
|
2023
Q3 | $1.2M | Buy |
8,012
+200
| +3% | +$29.8K | 0.38% | 73 |
|
|
2023
Q2 | $1.36M | Buy |
7,812
+450
| +6% | +$78.4K | 0.41% | 63 |
|
|
2023
Q1 | $1.21M | Sell |
7,362
-550
| -7% | -$90.7K | 0.38% | 74 |
|
|
2022
Q4 | $1.17M | Buy |
7,912
+1,250
| +19% | +$185K | 0.41% | 70 |
|
|
2022
Q3 | $899K | Buy |
6,662
+1,374
| +26% | +$185K | 0.32% | 87 |
|
|
2022
Q2 | $736K | Buy |
5,288
+1,126
| +27% | +$157K | 0.25% | 110 |
|
|
2022
Q1 | $778K | Buy |
+4,162
| New | +$778K | 0.23% | 111 |
|
|
2018
Q2 | – | Sell |
-610
| Closed | -$57K | – | 579 |
|
|
2018
Q1 | $57K | Hold |
610
| – | – | 0.02% | 320 |
|
|
2017
Q4 | $61K | Hold |
610
| – | – | 0.02% | 314 |
|
|
2017
Q3 | $55K | Hold |
610
| – | – | 0.02% | 368 |
|
|
2017
Q2 | $51K | Buy |
610
+100
| +20% | +$8.36K | 0.02% | 364 |
|
|
2017
Q1 | $40K | Hold |
510
| – | – | 0.02% | 369 |
|
|
2016
Q4 | $38K | Buy |
+510
| New | +$38K | 0.02% | 365 |
|