OFI Invest 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 | $47.9M | Buy |
176,248
+132,009
| +298% | +$35.9M | 1.19% | 22 |
|
|
2025
Q1 | $11M | Sell |
44,239
-22,796
| -34% | -$5.68M | 0.29% | 73 |
|
|
2024
Q4 | $19.2M | Buy |
+67,035
| New | +$19.2M | 0.45% | 60 |
|
|
2024
Q2 | $13.4M | Sell |
61,975
-489
| -0.8% | -$106K | 0.36% | 68 |
|
|
2024
Q1 | $13.2M | Buy |
62,464
+4,946
| +9% | +$1.04M | 0.36% | 70 |
|
|
2023
Q4 | $9.75M | Buy |
57,518
+173
| +0.3% | +$29.3K | 0.33% | 64 |
|
|
2023
Q3 | $8.08M | Buy |
+57,345
| New | +$8.08M | 0.29% | 64 |
|