Realta 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 | $1.29M | Buy |
4,047
+140
| +4% | +$44.7K | 0.51% | 48 |
|
|
2025
Q1 | $1.05M | Buy |
3,907
+202
| +5% | +$54.3K | 0.48% | 54 |
|
|
2024
Q4 | $1.12M | Buy |
3,705
+99
| +3% | +$30K | 0.46% | 50 |
|
|
2024
Q3 | $997K | Sell |
3,606
-24,219
| -87% | -$6.7M | 0.46% | 51 |
|
|
2024
Q2 | $6.44M | Sell |
27,825
-54
| -0.2% | -$12.5K | 1.26% | 9 |
|
|
2024
Q1 | $6.35M | Buy |
27,879
+950
| +4% | +$216K | 1.31% | 9 |
|
|
2023
Q4 | $5.04M | Buy |
26,929
+2,292
| +9% | +$429K | 1.14% | 12 |
|
|
2023
Q3 | $4.29M | Sell |
24,637
-355
| -1% | -$61.8K | 0.99% | 13 |
|
|
2023
Q2 | $4.35M | Sell |
24,992
-92
| -0.4% | -$16K | 0.95% | 13 |
|
|
2023
Q1 | $4.14M | Buy |
25,084
+110
| +0.4% | +$18.1K | 1.01% | 12 |
|
|
2022
Q4 | $3.69M | Buy |
24,974
+352
| +1% | +$52K | 0.9% | 11 |
|
|
2022
Q3 | $3.32M | Sell |
24,622
-1,942
| -7% | -$262K | 0.87% | 12 |
|
|
2022
Q2 | $3.73M | Buy |
26,564
+47
| +0.2% | +$6.6K | 0.91% | 15 |
|
|
2022
Q1 | $4.96M | Buy |
26,517
+3,525
| +15% | +$659K | 0.99% | 14 |
|
|
2021
Q4 | $3.76M | Sell |
22,992
-183
| -0.8% | -$29.9K | 0.83% | 17 |
|
|
2021
Q3 | $3.88M | Buy |
23,175
+41
| +0.2% | +$6.87K | 0.92% | 19 |
|
|
2021
Q2 | $3.82M | Buy |
23,134
+48
| +0.2% | +$7.93K | 0.91% | 17 |
|
|
2021
Q1 | $3.27M | Buy |
23,086
+12,430
| +117% | +$1.76M | 0.86% | 18 |
|
|
2020
Q4 | $1.29M | Buy |
10,656
+111
| +1% | +$13.4K | 0.36% | 59 |
|
|
2020
Q3 | $1.06M | Buy |
10,545
+173
| +2% | +$17.3K | 0.35% | 61 |
|
|
2020
Q2 | $987K | Buy |
10,372
+473
| +5% | +$45K | 0.32% | 68 |
|
|
2020
Q1 | $847K | Buy |
9,899
+873
| +10% | +$74.7K | 0.36% | 63 |
|
|
2019
Q4 | $1.08M | Sell |
9,026
-73,798
| -89% | -$8.85M | 0.3% | 62 |
|
|
2019
Q3 | $9.8M | Buy |
82,824
+73,716
| +809% | +$8.72M | 2.66% | 4 |
|
|
2019
Q2 | $1.13M | Buy |
9,108
+1,208
| +15% | +$149K | 0.31% | 60 |
|
|
2019
Q1 | $864K | Buy |
+7,900
| New | +$864K | 0.39% | 63 |
|