Itau Unibanco Holding S.A.’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 | $179K | Sell |
560
-71
| -11% | -$22.6K | 0.01% | 177 |
|
|
2025
Q1 | $170K | Sell |
631
-69
| -10% | -$18.6K | 0.01% | 165 |
|
|
2024
Q4 | $208K | Buy |
700
+560
| +400% | +$166K | 0.01% | 174 |
|
|
2024
Q3 | $38K | Buy |
+140
| New | +$38K | ﹤0.01% | 201 |
|
|
2022
Q4 | – | Sell |
-596
| Closed | -$80K | – | 509 |
|
|
2022
Q3 | $80K | Buy |
+596
| New | +$80K | ﹤0.01% | 348 |
|
|
2020
Q2 | – | Sell |
-628
| Closed | -$54K | – | 154 |
|
|
2020
Q1 | $54K | Buy |
+628
| New | +$54K | ﹤0.01% | 239 |
|
|
2019
Q4 | – | Sell |
-2,099
| Closed | -$258K | – | 861 |
|
|
2019
Q3 | $258K | Hold |
2,099
| – | – | 0.01% | 152 |
|
|
2019
Q2 | $258K | Sell |
2,099
-1,502
| -42% | -$185K | 0.01% | 493 |
|
|
2019
Q1 | $334K | Hold |
3,601
| – | – | 0.02% | 133 |
|
|
2018
Q4 | $334K | Buy |
3,601
+152
| +4% | +$14.1K | 0.02% | 133 |
|
|
2018
Q3 | $367K | Sell |
3,449
-2,027
| -37% | -$216K | 0.02% | 151 |
|
|
2018
Q2 | $536K | Buy |
5,476
+1,601
| +41% | +$157K | 0.06% | 94 |
|
|
2018
Q1 | $361K | Buy |
3,875
+1,860
| +92% | +$173K | ﹤0.01% | 256 |
|
|
2017
Q4 | $200K | Buy |
2,015
+245
| +14% | +$24.3K | 0.01% | 270 |
|
|
2017
Q3 | $507K | Sell |
1,770
-5,058
| -74% | -$1.45M | 0.03% | 283 |
|
|
2017
Q2 | $575K | Buy |
6,828
+5,908
| +642% | +$498K | 0.07% | 99 |
|
|
2017
Q1 | $73K | Buy |
920
+130
| +16% | +$10.3K | 0.01% | 153 |
|
|
2016
Q4 | $59K | Buy |
+790
| New | +$59K | 0.01% | 186 |
|