OC
Optimas Capital’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,500
| Closed | -$3.63M | – | 20 |
|
|
2025
Q1 | $3.63M | Sell |
13,500
-700
| -5% | -$188K | 6.17% | 6 |
|
|
2024
Q4 | $4.21M | Sell |
14,200
-4,900
| -26% | -$1.45M | 5.68% | 6 |
|
|
2024
Q3 | $5.18M | Buy |
19,100
+7,100
| +59% | +$1.93M | 4.91% | 8 |
|
|
2024
Q2 | $2.55M | Hold |
12,000
| – | – | 2.9% | 12 |
|
|
2024
Q1 | $2.73M | Sell |
12,000
-7,200
| -38% | -$1.64M | 2.39% | 18 |
|
|
2023
Q4 | $3.6M | Buy |
+19,200
| New | +$3.6M | 3.39% | 10 |
|
|
2023
Q2 | – | Sell |
-18,100
| Closed | -$2.99M | – | 28 |
|
|
2023
Q1 | $2.99M | Sell |
18,100
-23,792
| -57% | -$3.92M | 2.5% | 17 |
|
|
2022
Q4 | $6.19M | Sell |
41,892
-2,356
| -5% | -$348K | 6.06% | 6 |
|
|
2022
Q3 | $5.97M | Buy |
+44,248
| New | +$5.97M | 5.03% | 7 |
|