SMA
Sage Mountain Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,047
+670
| +15% | +$214K | 0.1% | 91 |
|
|
2025
Q1 | $1.18M | Sell |
4,377
-26
| -0.6% | -$7K | 0.09% | 101 |
|
|
2024
Q4 | $1.31M | Buy |
4,403
+778
| +21% | +$231K | 0.1% | 91 |
|
|
2024
Q3 | $983K | Buy |
3,625
+189
| +6% | +$51.3K | 0.08% | 109 |
|
|
2024
Q2 | $795K | Buy |
3,436
+746
| +28% | +$173K | 0.07% | 116 |
|
|
2024
Q1 | $612K | Buy |
2,690
+53
| +2% | +$12.1K | 0.06% | 133 |
|
|
2023
Q4 | $494K | Sell |
2,637
-148
| -5% | -$27.7K | 0.06% | 132 |
|
|
2023
Q3 | $415K | Buy |
2,785
+452
| +19% | +$67.4K | 0.06% | 141 |
|
|
2023
Q2 | $406K | Buy |
2,333
+415
| +22% | +$72.3K | 0.06% | 138 |
|
|
2023
Q1 | $316K | Buy |
+1,918
| New | +$316K | 0.05% | 163 |
|
|
2022
Q1 | – | Sell |
-2,381
| Closed | -$390K | – | 627 |
|
|
2021
Q4 | $390K | Sell |
2,381
-155
| -6% | -$25.4K | 0.05% | 368 |
|
|
2021
Q3 | $425K | Hold |
2,536
| – | – | 0.06% | 285 |
|
|
2021
Q2 | $419K | Buy |
2,536
+116
| +5% | +$19.2K | 0.07% | 258 |
|
|
2021
Q1 | $342K | Buy |
+2,420
| New | +$342K | 0.07% | 210 |
|