IVP
Intrinsic Value Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Sell |
10,015
-32
| -0.3% | -$10.2K | 2.84% | 11 |
|
|
2025
Q1 | $2.7M | Sell |
10,047
-672
| -6% | -$181K | 2.67% | 13 |
|
|
2024
Q4 | $3.18M | Sell |
10,719
-395
| -4% | -$117K | 3.2% | 9 |
|
|
2024
Q3 | $3.01M | Sell |
11,114
-2,836
| -20% | -$769K | 3.02% | 11 |
|
|
2024
Q2 | $3.23M | Sell |
13,950
-380
| -3% | -$88K | 3.37% | 9 |
|
|
2024
Q1 | $3.26M | Sell |
14,330
-319
| -2% | -$72.6K | 3.48% | 9 |
|
|
2023
Q4 | $2.74M | Sell |
14,649
-180
| -1% | -$33.7K | 3.2% | 8 |
|
|
2023
Q3 | $2.21M | Sell |
14,829
-24
| -0.2% | -$3.58K | 2.84% | 10 |
|
|
2023
Q2 | $2.59M | Sell |
14,853
-50
| -0.3% | -$8.71K | 3.26% | 9 |
|
|
2023
Q1 | $2.46M | Sell |
14,903
-1,720
| -10% | -$284K | 3.32% | 8 |
|
|
2022
Q4 | $2.46M | Sell |
16,623
-1,350
| -8% | -$199K | 3.36% | 8 |
|
|
2022
Q3 | $2.43M | Sell |
17,973
-1,090
| -6% | -$147K | 3.37% | 8 |
|
|
2022
Q2 | $2.64M | Sell |
19,063
-785
| -4% | -$109K | 3.37% | 8 |
|
|
2022
Q1 | $3.71M | Sell |
19,848
-410
| -2% | -$76.7K | 3.93% | 6 |
|
|
2021
Q4 | $3.31M | Buy |
+20,258
| New | +$3.31M | 3.53% | 9 |
|