Orion Capital Management’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 | $312K | Hold |
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|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $223K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $192K | Hold |
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|
2024
Q1 | $189K | Sell |
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|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $125K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $133K | Hold |
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|
2022
Q3 | $121K | Hold |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $101K | Hold |
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|
2021
Q2 | $99K | Hold |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $73K | Buy |
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