Saxony 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $256K | Sell |
802
-276
| -26% | -$88K | 0.2% | 104 |
|
2025
Q1 | $290K | Buy |
1,078
+20
| +2% | +$5.38K | 0.25% | 84 |
|
2024
Q4 | $314K | Buy |
1,058
+37
| +4% | +$11K | 0.28% | 85 |
|
2024
Q3 | $277K | Buy |
1,021
+15
| +1% | +$4.07K | 0.25% | 97 |
|
2024
Q2 | $233K | Buy |
1,006
+85
| +9% | +$19.7K | 0.26% | 107 |
|
2024
Q1 | $210K | Buy |
+921
| New | +$210K | 0.25% | 103 |
|