International Assets Investment Management’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
$910K Sell
2,852
-387
-12% -$123K 0.07% 261
2025
Q1
$871K Buy
3,239
+26
+0.8% +$7K 0.08% 264
2024
Q4
$959K Sell
3,213
-906,524
-100% -$271M 0.08% 235
2024
Q3
$3.35K Buy
909,737
+906,353
+26,783% +$3.34K 0.01% 702
2024
Q2
$784K Buy
3,384
+28
+0.8% +$6.48K 0.07% 262
2024
Q1
$764K Sell
3,356
-51,476
-94% -$11.7M 0.08% 255
2023
Q4
$769K Buy
54,832
+433
+0.8% +$6.07K 0.1% 224
2023
Q3
$560K Sell
54,399
-4,078
-7% -$42K 0.08% 244
2023
Q2
$660K Buy
58,477
+14,914
+34% +$168K 0.09% 219
2023
Q1
$627K Buy
43,563
+37,034
+567% +$533K 0.09% 224
2022
Q4
$965K Buy
6,529
+3,366
+106% +$497K 0.1% 203
2022
Q3
$427K Buy
3,163
+488
+18% +$65.9K 0.09% 226
2022
Q2
$371 Sell
2,675
-855
-24% -$119 0.03% 267
2022
Q1
$660K Buy
3,530
+589
+20% +$110K 0.12% 180
2021
Q4
$481K Buy
2,941
+312
+12% +$51K 0.08% 255
2021
Q3
$440K Sell
2,629
-315
-11% -$52.7K 0.08% 265
2021
Q2
$486K Sell
2,944
-3,077
-51% -$508K 0.09% 236
2021
Q1
$788K Buy
6,021
+2,903
+93% +$380K 0.07% 258
2020
Q4
$377K Sell
3,118
-1,647
-35% -$199K 0.07% 251
2020
Q3
$478K Buy
4,765
+483
+11% +$48.5K 0.12% 170
2020
Q2
$408K Sell
4,282
-65
-1% -$6.19K 0.1% 196
2020
Q1
$372K Buy
+4,347
New +$372K 0.11% 175