MGO One Seven’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 | $10.2M | Buy |
31,986
+4,709
| +17% | +$1.5M | 0.33% | 60 |
|
2025
Q1 | $7.34M | Buy |
27,277
+2,231
| +9% | +$600K | 0.28% | 85 |
|
2024
Q4 | $7.43M | Buy |
25,046
+12,405
| +98% | +$3.68M | 0.28% | 77 |
|
2024
Q3 | $3.43M | Buy |
12,641
+6,538
| +107% | +$1.77M | 0.15% | 162 |
|
2024
Q2 | $1.41M | Sell |
6,103
-195
| -3% | -$45.2K | 0.07% | 295 |
|
2024
Q1 | $1.43M | Sell |
6,298
-610
| -9% | -$139K | 0.07% | 271 |
|
2023
Q4 | $1.29M | Buy |
6,908
+298
| +5% | +$55.8K | 0.07% | 268 |
|
2023
Q3 | $986K | Buy |
6,610
+130
| +2% | +$19.4K | 0.08% | 261 |
|
2023
Q2 | $1.13M | Sell |
6,480
-571
| -8% | -$99.5K | 0.1% | 224 |
|
2023
Q1 | $1.16M | Buy |
7,051
+367
| +5% | +$60.5K | 0.07% | 272 |
|
2022
Q4 | $988K | Sell |
6,684
-217
| -3% | -$32.1K | 0.1% | 233 |
|
2022
Q3 | $4.26K | Buy |
6,901
+78
| +1% | +$48 | 0.16% | 84 |
|
2022
Q2 | $946K | Sell |
6,823
-102
| -1% | -$14.1K | 0.13% | 181 |
|
2022
Q1 | $1.3M | Sell |
6,925
-34
| -0.5% | -$6.36K | 0.14% | 172 |
|
2021
Q4 | $1.14M | Buy |
6,959
+1,064
| +18% | +$174K | 0.12% | 206 |
|
2021
Q3 | $1.02M | Buy |
5,895
+1,153
| +24% | +$200K | 0.13% | 196 |
|
2021
Q2 | $784K | Buy |
4,742
+507
| +12% | +$83.8K | 0.11% | 232 |
|
2021
Q1 | $599K | Buy |
4,235
+264
| +7% | +$37.3K | 0.1% | 256 |
|
2020
Q4 | $480K | Sell |
3,971
-1,979
| -33% | -$239K | 0.1% | 267 |
|
2020
Q3 | $596K | Hold |
5,950
| – | – | 0.14% | 190 |
|
2020
Q2 | $566K | Buy |
5,950
+241
| +4% | +$22.9K | 0.15% | 192 |
|
2020
Q1 | $488K | Buy |
5,709
+131
| +2% | +$11.2K | 0.17% | 175 |
|
2019
Q4 | $694K | Buy |
5,578
+54
| +1% | +$6.72K | 0.18% | 150 |
|
2019
Q3 | $653K | Buy |
5,524
+131
| +2% | +$15.5K | 0.19% | 143 |
|
2019
Q2 | $665K | Sell |
5,393
-309
| -5% | -$38.1K | 0.21% | 138 |
|
2019
Q1 | $623K | Buy |
5,702
+1,190
| +26% | +$130K | 0.2% | 148 |
|
2018
Q4 | $429K | Buy |
4,512
+30
| +0.7% | +$2.85K | 0.18% | 125 |
|
2018
Q3 | $477K | Buy |
+4,482
| New | +$477K | 0.22% | 124 |
|
2018
Q1 | $299K | Sell |
3,204
-209
| -6% | -$19.5K | 0.14% | 178 |
|
2017
Q4 | $339K | Buy |
+3,413
| New | +$339K | 0.16% | 156 |
|