Regatta Capital Group’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 | $734K | Sell |
2,302
-54
| -2% | -$17.2K | 0.13% | 108 |
|
|
2025
Q1 | $634K | Hold |
2,356
| – | – | 0.12% | 104 |
|
|
2024
Q4 | $699K | Sell |
2,356
-104
| -4% | -$30.9K | 0.14% | 100 |
|
|
2024
Q3 | $667K | Sell |
2,460
-37
| -1% | -$10K | 0.13% | 103 |
|
|
2024
Q2 | $578K | Hold |
2,497
| – | – | 0.12% | 106 |
|
|
2024
Q1 | $569K | Sell |
2,497
-71
| -3% | -$16.2K | 0.13% | 107 |
|
|
2023
Q4 | $481K | Buy |
2,568
+103
| +4% | +$19.3K | 0.13% | 107 |
|
|
2023
Q3 | $368K | Sell |
2,465
-20
| -0.8% | -$2.98K | 0.12% | 121 |
|
|
2023
Q2 | $433K | Sell |
2,485
-399
| -14% | -$69.5K | 0.14% | 116 |
|
|
2023
Q1 | $426K | Hold |
2,884
| – | – | 0.15% | 112 |
|
|
2022
Q4 | $426K | Buy |
2,884
+252
| +10% | +$37.2K | 0.15% | 112 |
|
|
2022
Q3 | $365K | Buy |
2,632
+775
| +42% | +$107K | 0.15% | 114 |
|
|
2022
Q2 | $257K | Sell |
1,857
-775
| -29% | -$107K | 0.12% | 130 |
|
|
2022
Q1 | $492K | Sell |
2,632
-92
| -3% | -$17.2K | 0.17% | 102 |
|
|
2021
Q4 | $446K | Buy |
+2,724
| New | +$446K | 0.16% | 113 |
|