Perennial Investment Advisors’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 | $689K | Buy |
2,159
+81
| +4% | +$25.9K | 0.07% | 215 |
|
|
2025
Q1 | $559K | Buy |
2,078
+99
| +5% | +$26.6K | 0.06% | 228 |
|
|
2024
Q4 | $587K | Buy |
1,979
+496
| +33% | +$147K | 0.07% | 210 |
|
|
2024
Q3 | $402K | Sell |
1,483
-15
| -1% | -$4.07K | 0.05% | 246 |
|
|
2024
Q2 | $347K | Buy |
1,498
+19
| +1% | +$4.4K | 0.05% | 257 |
|
|
2024
Q1 | $337K | Sell |
1,479
-20
| -1% | -$4.55K | 0.05% | 240 |
|
|
2023
Q4 | $281K | Buy |
1,499
+32
| +2% | +$6K | 0.05% | 251 |
|
|
2023
Q3 | $219K | Sell |
1,467
-47
| -3% | -$7.01K | 0.04% | 285 |
|
|
2023
Q2 | $263K | Sell |
1,514
-11
| -0.7% | -$1.91K | 0.05% | 266 |
|
|
2023
Q1 | $251K | Buy |
1,525
+96
| +7% | +$15.8K | 0.05% | 262 |
|
|
2022
Q4 | $211K | Buy |
+1,429
| New | +$211K | 0.09% | 196 |
|
|
2022
Q2 | – | Sell |
-1,332
| Closed | -$253K | – | 202 |
|
|
2022
Q1 | $253K | Sell |
1,332
-461
| -26% | -$87.6K | 0.08% | 177 |
|
|
2021
Q4 | $294K | Sell |
1,793
-99
| -5% | -$16.2K | 0.09% | 177 |
|
|
2021
Q3 | $317K | Buy |
1,892
+8
| +0.4% | +$1.34K | 0.11% | 160 |
|
|
2021
Q2 | $311K | Sell |
1,884
-89
| -5% | -$14.7K | 0.11% | 154 |
|
|
2021
Q1 | $279K | Buy |
+1,973
| New | +$279K | 0.11% | 149 |
|