Occudo Quantitative Strategies’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,745
| Closed | -$1.79M | – | 703 |
|
|
2024
Q2 | $1.79M | Buy |
+7,745
| New | +$1.79M | 0.32% | 83 |
|
|
2022
Q4 | – | Sell |
-3,225
| Closed | -$435K | – | 965 |
|
|
2022
Q3 | $435K | Sell |
3,225
-23,217
| -88% | -$3.13M | 0.03% | 714 |
|
|
2022
Q2 | $3.67M | Buy |
26,442
+16,046
| +154% | +$2.22M | 0.3% | 71 |
|
|
2022
Q1 | $1.94M | Buy |
10,396
+5,887
| +131% | +$1.1M | 0.16% | 177 |
|
|
2021
Q4 | $738K | Buy |
+4,509
| New | +$738K | 0.07% | 474 |
|
|
2021
Q1 | – | Sell |
-5,052
| Closed | -$611K | – | 746 |
|
|
2020
Q4 | $611K | Buy |
+5,052
| New | +$611K | 0.19% | 177 |
|