Oliver Lagore Vanvalin Investment Group’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 | $2.22M | Buy |
+8,244
| New | +$2.22M | 0.87% | 28 |
|
|
2024
Q4 | $2.45M | Hold |
8,244
| – | – | 0.63% | 32 |
|
|
2024
Q3 | $2.24M | Hold |
8,244
| – | – | 0.6% | 28 |
|
|
2024
Q2 | $1.91M | Buy |
8,244
+7,885
| +2,196% | +$1.83M | 0.55% | 37 |
|
|
2024
Q1 | $81.7K | Hold |
359
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $67.3K | Hold |
359
| – | – | 0.03% | 189 |
|
|
2023
Q3 | $53.6K | Buy |
359
+301
| +519% | +$44.9K | 0.02% | 236 |
|
|
2023
Q2 | $10.1K | Sell |
58
-35
| -38% | -$6.1K | ﹤0.01% | 458 |
|
|
2023
Q1 | $15.3K | Hold |
93
| – | – | 0.01% | 319 |
|
|
2022
Q4 | $13.7K | Buy |
93
+48
| +107% | +$7.09K | 0.01% | 324 |
|
|
2022
Q3 | $6K | Buy |
45
+35
| +350% | +$4.67K | ﹤0.01% | 402 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 525 |
|
|
2022
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 491 |
|