Mystic Asset Management’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 | $1.51M | Buy |
4,742
+25
| +0.5% | +$7.97K | 0.37% | 73 |
|
2025
Q1 | $1.27M | Buy |
4,717
+1,085
| +30% | +$292K | 0.33% | 81 |
|
2024
Q4 | $1.08M | Buy |
3,632
+1,489
| +69% | +$442K | 0.29% | 85 |
|
2024
Q3 | $581K | Hold |
2,143
| – | – | 0.22% | 106 |
|
2024
Q2 | $496K | Sell |
2,143
-20
| -0.9% | -$4.63K | 0.2% | 105 |
|
2024
Q1 | $492K | Sell |
2,163
-33
| -2% | -$7.51K | 0.2% | 109 |
|
2023
Q4 | $411K | Buy |
2,196
+141
| +7% | +$26.4K | 0.2% | 113 |
|
2023
Q3 | $307K | Sell |
2,055
-125
| -6% | -$18.6K | 0.17% | 118 |
|
2023
Q2 | $380K | Sell |
2,180
-50
| -2% | -$8.71K | 0.2% | 111 |
|
2023
Q1 | $368K | Sell |
2,230
-160
| -7% | -$26.4K | 0.2% | 111 |
|
2022
Q4 | $353K | Buy |
2,390
+700
| +41% | +$103K | 0.2% | 112 |
|
2022
Q3 | $227K | Buy |
1,690
+25
| +2% | +$3.36K | 0.15% | 131 |
|
2022
Q2 | $230K | Buy |
1,665
+240
| +17% | +$33.2K | 0.14% | 140 |
|
2022
Q1 | $266K | Buy |
1,425
+120
| +9% | +$22.4K | 0.14% | 136 |
|
2021
Q4 | $213K | Buy |
+1,305
| New | +$213K | 0.1% | 151 |
|