Optas LLC’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $553K | Buy |
|
|||||
|
2025
Q2 | $456K | Buy |
|
|||||
|
2025
Q1 | $374K | Buy |
|
|||||
|
2024
Q4 | $408K | Sell |
|
|||||
|
2024
Q3 | $401K | Buy |
|
|||||
|
2024
Q2 | $244K | Buy |
|
|||||
|
2024
Q1 | $230K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $514K | Buy |
|
|||||
|
2022
Q1 | $636K | Sell |
|
|||||
|
2021
Q4 | $623K | Hold |
|
|||||
|
2021
Q3 | $639K | Sell |
|
|||||
|
2021
Q2 | $633K | Sell |
|
|||||
|
2021
Q1 | $604K | Sell |
|
|||||
|
2020
Q4 | $1.02M | Sell |
|
|||||
|
2020
Q3 | $887K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $427K | Buy |
|