Plato Investment 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 | $6.93M | Buy |
21,816
+1,475
| +7% | +$469K | 0.52% | 34 |
|
|
2025
Q1 | $5.53M | Sell |
20,341
-1,833
| -8% | -$499K | 0.47% | 38 |
|
|
2024
Q4 | $6.6M | Sell |
22,174
-1,263
| -5% | -$376K | 0.49% | 37 |
|
|
2024
Q3 | $6.35M | Buy |
23,437
+1,041
| +5% | +$282K | 0.52% | 34 |
|
|
2024
Q2 | $5.19M | Buy |
22,396
+590
| +3% | +$137K | 0.48% | 40 |
|
|
2024
Q1 | $4.97M | Buy |
21,806
+20,211
| +1,267% | +$4.6M | 0.51% | 38 |
|
|
2023
Q4 | $299K | Buy |
+1,595
| New | +$299K | 0.37% | 71 |
|