Orleans 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 | $1.26M | Sell |
3,945
-55
| -1% | -$17.5K | 0.67% | 49 |
|
|
2025
Q1 | $1.08M | Sell |
4,000
-35
| -0.9% | -$9.42K | 0.63% | 49 |
|
|
2024
Q4 | $1.25M | Sell |
4,035
-280
| -6% | -$86.7K | 0.7% | 46 |
|
|
2024
Q3 | $1.17M | Sell |
4,315
-50
| -1% | -$13.6K | 0.66% | 50 |
|
|
2024
Q2 | $1.01M | Buy |
4,365
+550
| +14% | +$127K | 0.64% | 47 |
|
|
2024
Q1 | $869K | Buy |
3,815
+435
| +13% | +$99K | 0.57% | 47 |
|
|
2023
Q4 | $633K | Sell |
3,380
-325
| -9% | -$60.9K | 0.43% | 50 |
|
|
2023
Q3 | $553K | Buy |
3,705
+160
| +5% | +$23.9K | 0.41% | 53 |
|
|
2023
Q2 | $618K | Buy |
3,545
+1,905
| +116% | +$332K | 0.44% | 51 |
|
|
2023
Q1 | $271K | Buy |
+1,640
| New | +$271K | 0.2% | 71 |
|