Latitude Advisors’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 | $246K | Sell |
771
-8
| -1% | -$2.55K | 0.12% | 175 |
|
|
2025
Q1 | $210K | Sell |
779
-102
| -12% | -$27.4K | 0.12% | 180 |
|
|
2024
Q4 | $262K | Sell |
881
-12
| -1% | -$3.56K | 0.15% | 147 |
|
|
2024
Q3 | $242K | Sell |
893
-9
| -1% | -$2.44K | 0.14% | 162 |
|
|
2024
Q2 | $209K | Sell |
902
-8
| -0.9% | -$1.85K | 0.13% | 169 |
|
|
2024
Q1 | $207K | Buy |
+910
| New | +$207K | 0.13% | 172 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$208K | – | 149 |
|
|
2022
Q2 | $208K | Sell |
1,500
-2,838
| -65% | -$394K | 0.19% | 133 |
|
|
2022
Q1 | $811K | Buy |
4,338
+1,804
| +71% | +$337K | 0.18% | 114 |
|
|
2021
Q4 | $415K | Sell |
2,534
-2
| -0.1% | -$328 | 0.12% | 182 |
|
|
2021
Q3 | $425K | Buy |
2,536
+1,289
| +103% | +$216K | 0.13% | 152 |
|
|
2021
Q2 | $206K | Buy |
+1,247
| New | +$206K | 0.15% | 163 |
|
|
2021
Q1 | – | Sell |
-2,471
| Closed | -$299K | – | 160 |
|
|
2020
Q4 | $299K | Buy |
+2,471
| New | +$299K | 0.26% | 93 |
|