Pathstone Holdings’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 | $32.9M | Sell |
103,040
-7,769
| -7% | -$2.48M | 0.13% | 103 |
|
|
2025
Q1 | $29.8M | Buy |
110,809
+298
| +0.3% | +$80.2K | 0.13% | 120 |
|
|
2024
Q4 | $32.8M | Sell |
110,511
-2,734
| -2% | -$811K | 0.14% | 96 |
|
|
2024
Q3 | $30.7M | Buy |
113,245
+270
| +0.2% | +$73.2K | 0.14% | 109 |
|
|
2024
Q2 | $26.2M | Sell |
112,975
-2,918
| -3% | -$676K | 0.12% | 127 |
|
|
2024
Q1 | $26.4M | Buy |
115,893
+9,964
| +9% | +$2.27M | 0.12% | 119 |
|
|
2023
Q4 | $19.9M | Buy |
+105,929
| New | +$19.9M | 0.11% | 132 |
|