Regatta Capital Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $746K | Sell |
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|
2025
Q2 | $734K | Sell |
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|
2025
Q1 | $634K | Hold |
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|
2024
Q4 | $699K | Sell |
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $578K | Hold |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $433K | Sell |
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|
2023
Q1 | $426K | Hold |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $492K | Sell |
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|
2021
Q4 | $446K | Buy |
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