SM
Sciencast Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,405
| Closed | -$1.99M | – | 260 |
|
|
2025
Q1 | $1.99M | Sell |
7,405
-2,847
| -28% | -$766K | 0.46% | 105 |
|
|
2024
Q4 | $3.04M | Buy |
+10,252
| New | +$3.04M | 0.83% | 19 |
|
|
2024
Q2 | – | Sell |
-8,263
| Closed | -$1.88M | – | 235 |
|
|
2024
Q1 | $1.88M | Buy |
+8,263
| New | +$1.88M | 1.15% | 20 |
|
|
2023
Q4 | – | Sell |
-12,581
| Closed | -$1.88M | – | 235 |
|
|
2023
Q3 | $1.88M | Buy |
+12,581
| New | +$1.88M | 0.85% | 17 |
|
|
2021
Q4 | – | Sell |
-9,475
| Closed | -$1.61M | – | 466 |
|
|
2021
Q3 | $1.61M | Buy |
9,475
+7,361
| +348% | +$1.25M | 0.46% | 70 |
|
|
2021
Q2 | $363K | Sell |
2,114
-5,294
| -71% | -$909K | 0.08% | 338 |
|
|
2021
Q1 | $1.08M | Sell |
7,408
-337
| -4% | -$49.2K | 0.22% | 145 |
|
|
2020
Q4 | $961K | Buy |
7,745
+2,045
| +36% | +$254K | 0.2% | 161 |
|
|
2020
Q3 | $607K | Sell |
5,700
-20,918
| -79% | -$2.23M | 0.23% | 144 |
|
|
2020
Q2 | $2.51M | Buy |
+26,618
| New | +$2.51M | 0.63% | 32 |
|
|
2020
Q1 | – | Sell |
-23,417
| Closed | -$2.96M | – | 319 |
|
|
2019
Q4 | $2.96M | Buy |
23,417
+14,467
| +162% | +$1.83M | 0.79% | 14 |
|
|
2019
Q3 | $1.05M | Sell |
8,950
-4,000
| -31% | -$468K | 0.35% | 104 |
|
|
2019
Q2 | $1.62M | Sell |
12,950
-9,150
| -41% | -$1.15M | 0.92% | 16 |
|
|
2019
Q1 | $2.43M | Buy |
22,100
+15,700
| +245% | +$1.73M | 0.86% | 18 |
|
|
2018
Q4 | $638K | Buy |
6,400
+884
| +16% | +$88.1K | 0.57% | 63 |
|
|
2018
Q3 | $571K | Buy |
+5,516
| New | +$571K | 0.39% | 95 |
|
|
2017
Q1 | – | Sell |
-5,071
| Closed | -$376K | – | 343 |
|
|
2016
Q4 | $376K | Buy |
+5,071
| New | +$376K | 0.51% | 74 |
|