IIA
IPG Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
1,353
-577
| -30% | -$184K | 0.08% | 117 |
|
|
2025
Q1 | $519K | Buy |
1,930
+1,000
| +108% | +$269K | 0.12% | 100 |
|
|
2024
Q4 | $276K | Sell |
930
-6,478
| -87% | -$1.92M | 0.06% | 134 |
|
|
2024
Q3 | $2.01M | Buy |
7,408
+6,156
| +492% | +$1.67M | 0.44% | 47 |
|
|
2024
Q2 | $290K | Buy |
1,252
+22
| +2% | +$5.09K | 0.06% | 129 |
|
|
2024
Q1 | $280K | Sell |
1,230
-4,782
| -80% | -$1.09M | 0.06% | 129 |
|
|
2023
Q4 | $1.13M | Buy |
+6,012
| New | +$1.13M | 0.23% | 70 |
|
|
2023
Q3 | – | Sell |
-6,537
| Closed | -$1.14M | – | 160 |
|
|
2023
Q2 | $1.14M | Buy |
6,537
+5,150
| +371% | +$897K | 0.25% | 59 |
|
|
2023
Q1 | $229K | Buy |
+1,387
| New | +$229K | 0.05% | 135 |
|
|
2022
Q4 | – | Sell |
-5,587
| Closed | -$754K | – | 144 |
|
|
2022
Q3 | $754K | Buy |
5,587
+3,924
| +236% | +$529K | 0.21% | 59 |
|
|
2022
Q2 | $231K | Sell |
1,663
-4,760
| -74% | -$661K | 0.06% | 130 |
|
|
2022
Q1 | $1.2M | Buy |
6,423
+3,100
| +93% | +$580K | 0.23% | 59 |
|
|
2021
Q4 | $544K | Sell |
3,323
-6,608
| -67% | -$1.08M | 0.1% | 108 |
|
|
2021
Q3 | $1.66M | Buy |
+9,931
| New | +$1.66M | 0.53% | 35 |
|
|
2020
Q4 | – | Sell |
-3,127
| Closed | -$313K | – | 174 |
|
|
2020
Q3 | $313K | Buy |
+3,127
| New | +$313K | 0.09% | 110 |
|
|
2016
Q4 | – | Sell |
-3,390
| Closed | -$217K | – | 129 |
|
|
2016
Q3 | $217K | Sell |
3,390
-10
| -0.3% | -$640 | 0.09% | 104 |
|
|
2016
Q2 | $207K | Hold |
3,400
| – | – | 0.09% | 108 |
|
|
2016
Q1 | $209K | Buy |
+3,400
| New | +$209K | 0.09% | 96 |
|