Sandler Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-33,448
| Closed | -$5.52M | – | 77 |
|
2023
Q1 | $5.52M | Buy |
+33,448
| New | +$5.52M | 0.5% | 43 |
|
2022
Q3 | – | Sell |
-92,232
| Closed | -$12.8M | – | 66 |
|
2022
Q2 | $12.8M | Buy |
92,232
+15,032
| +19% | +$2.08M | 1.36% | 19 |
|
2022
Q1 | $14.4M | Buy |
+77,200
| New | +$14.4M | 1.27% | 13 |
|
2014
Q3 | – | Sell |
-153,000
| Closed | -$14.5M | – | 125 |
|
2014
Q2 | $14.5M | Buy |
+153,000
| New | +$14.5M | 0.61% | 40 |
|