MAM
Mirabaud Asset Management’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.68M | Buy |
27,364
+5,506
| +25% | +$1.75M | 4.04% | 11 |
|
2025
Q1 | $5.8M | Sell |
21,858
-2,598
| -11% | -$690K | 3.04% | 14 |
|
2024
Q4 | $7.27M | Sell |
24,456
-5,205
| -18% | -$1.55M | 3.38% | 11 |
|
2024
Q3 | $8.04M | Hold |
29,661
| – | – | 3.32% | 9 |
|
2024
Q2 | $6.87M | Buy |
29,661
+6,005
| +25% | +$1.39M | 3.16% | 10 |
|
2024
Q1 | $5.39M | Sell |
23,656
-22,584
| -49% | -$5.14M | 2.18% | 20 |
|
2023
Q4 | $8.66M | Buy |
+46,240
| New | +$8.66M | 3.71% | 8 |
|