NAAA
New Age Alpha Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.64M | Buy |
27,076
+938
| +4% | +$299K | 0.38% | 53 |
|
|
2025
Q1 | $7.03M | Sell |
26,138
-25,024
| -49% | -$6.73M | 0.31% | 77 |
|
|
2024
Q4 | $15.2M | Buy |
51,162
+51,118
| +116,177% | +$15.2M | 0.61% | 23 |
|
|
2024
Q3 | $11.9K | Hold |
44
| – | – | 0.01% | 141 |
|
|
2024
Q2 | $10.2K | Buy |
+44
| New | +$10.2K | 0.01% | 55 |
|