JB Capital’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 | $285K | Buy |
895
+105
| +13% | +$33.5K | 0.01% | 202 |
|
|
2025
Q1 | $213K | Buy |
+790
| New | +$213K | 0.01% | 209 |
|
|
2022
Q3 | – | Sell |
-5,439
| Closed | -$754K | – | 163 |
|
|
2022
Q2 | $754K | Buy |
5,439
+576
| +12% | +$79.9K | 0.08% | 127 |
|
|
2022
Q1 | $910K | Buy |
4,863
+560
| +13% | +$105K | 0.09% | 115 |
|
|
2021
Q4 | $704K | Buy |
4,303
+1,015
| +31% | +$166K | 0.07% | 141 |
|
|
2021
Q3 | $551K | Buy |
+3,288
| New | +$551K | 0.07% | 165 |
|