Optima Capital’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
$483K Sell
1,515
-382
-20% -$122K 0.26% 95
2025
Q1
$510K Hold
1,897
0.33% 76
2024
Q4
$563K Buy
+1,897
New +$563K 0.39% 76