QVR’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 | $230K | Buy |
+721
| New | +$230K | 0.02% | 28 |
|
|
2022
Q4 | – | Sell |
-1,240
| Closed | -$167K | – | 57 |
|
|
2022
Q3 | $167K | Sell |
1,240
-2,362
| -66% | -$318K | 0.01% | 82 |
|
|
2022
Q2 | $499K | Buy |
+3,602
| New | +$499K | 0.04% | 26 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 51 |
|
|
2021
Q4 | – | Sell |
-862
| Closed | -$144K | – | 19 |
|
|
2021
Q3 | $144K | Buy |
862
+417
| +94% | +$69.7K | 0.01% | 68 |
|
|
2021
Q2 | $74K | Buy |
+445
| New | +$74K | 0.01% | 29 |
|