Mezzasalma 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 | – | Sell |
-1,070
| Closed | -$288K | – | 146 |
|
|
2025
Q1 | $288K | Buy |
1,070
+80
| +8% | +$21.5K | 0.1% | 117 |
|
|
2024
Q4 | $294K | Buy |
990
+24
| +2% | +$7.12K | 0.09% | 114 |
|
|
2024
Q3 | $262K | Hold |
966
| – | – | 0.1% | 74 |
|
|
2024
Q2 | $224K | Sell |
966
-849
| -47% | -$197K | 0.1% | 74 |
|
|
2024
Q1 | $413K | Sell |
1,815
-710
| -28% | -$162K | 0.2% | 61 |
|
|
2023
Q4 | $473K | Sell |
2,525
-302
| -11% | -$56.6K | 0.26% | 48 |
|
|
2023
Q3 | $422K | Buy |
2,827
+1
| +0% | +$149 | 0.26% | 50 |
|
|
2023
Q2 | $492K | Hold |
2,826
| – | – | 0.3% | 46 |
|
|
2023
Q1 | $466K | Sell |
2,826
-39
| -1% | -$6.43K | 0.33% | 46 |
|
|
2022
Q4 | $423K | Sell |
2,865
-608
| -18% | -$89.8K | 0.37% | 46 |
|
|
2022
Q3 | $469K | Buy |
3,473
+248
| +8% | +$33.5K | 0.37% | 41 |
|
|
2022
Q2 | $447K | Buy |
3,225
+208
| +7% | +$28.8K | 0.38% | 42 |
|
|
2022
Q1 | $564K | Hold |
3,017
| – | – | 0.35% | 40 |
|
|
2021
Q4 | $494K | Hold |
3,017
| – | – | 0.27% | 48 |
|
|
2021
Q3 | $505K | Hold |
3,017
| – | – | 0.28% | 47 |
|
|
2021
Q2 | $498K | Hold |
3,017
| – | – | 0.27% | 47 |
|
|
2021
Q1 | $427K | Hold |
3,017
| – | – | 0.27% | 47 |
|
|
2020
Q4 | $365K | Buy |
+3,017
| New | +$365K | 0.23% | 60 |
|