Orion Capital Management’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 | $300K | Buy |
940
+110
| +13% | +$35.1K | 0.11% | 103 |
|
|
2025
Q1 | $223K | Hold |
830
| – | – | 0.09% | 122 |
|
|
2024
Q4 | $246K | Hold |
830
| – | – | 0.11% | 109 |
|
|
2024
Q3 | $225K | Hold |
830
| – | – | 0.11% | 115 |
|
|
2024
Q2 | $192K | Hold |
830
| – | – | 0.1% | 119 |
|
|
2024
Q1 | $189K | Sell |
830
-10
| -1% | -$2.28K | 0.1% | 129 |
|
|
2023
Q4 | $157K | Hold |
840
| – | – | 0.09% | 140 |
|
|
2023
Q3 | $125K | Buy |
+840
| New | +$125K | 0.08% | 144 |
|
|
2023
Q2 | – | Sell |
-840
| Closed | -$139K | – | 156 |
|
|
2023
Q1 | $139K | Sell |
840
-59
| -7% | -$9.73K | 0.09% | 139 |
|
|
2022
Q4 | $133K | Hold |
899
| – | – | 0.1% | 133 |
|
|
2022
Q3 | $121K | Hold |
899
| – | – | 0.1% | 134 |
|
|
2022
Q2 | $125K | Hold |
899
| – | – | 0.1% | 128 |
|
|
2022
Q1 | $168K | Buy |
899
+299
| +50% | +$55.9K | 0.1% | 128 |
|
|
2021
Q4 | $98K | Hold |
600
| – | – | 0.06% | 163 |
|
|
2021
Q3 | $101K | Hold |
600
| – | – | 0.06% | 153 |
|
|
2021
Q2 | $99K | Hold |
600
| – | – | 0.06% | 144 |
|
|
2021
Q1 | $85K | Hold |
600
| – | – | 0.06% | 140 |
|
|
2020
Q4 | $73K | Buy |
+600
| New | +$73K | 0.05% | 137 |
|