SIM
Seaview Investment Managers’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
3,886
+600
| +18% | +$191K | 0.26% | 49 |
|
|
2025
Q1 | $884K | Buy |
+3,286
| New | +$884K | 0.21% | 51 |
|
|
2024
Q3 | – | Sell |
-41,472
| Closed | -$9.6M | – | 85 |
|
|
2024
Q2 | $9.6M | Sell |
41,472
-5,248
| -11% | -$1.22M | 2.89% | 16 |
|
|
2024
Q1 | $10.6M | Sell |
46,720
-206
| -0.4% | -$46.9K | 3.2% | 8 |
|
|
2023
Q4 | $8.79M | Sell |
46,926
-1,318
| -3% | -$247K | 2.81% | 12 |
|
|
2023
Q3 | $7.2M | Buy |
48,244
+3,330
| +7% | +$497K | 2.4% | 25 |
|
|
2023
Q2 | $7.82M | Buy |
44,914
+1,482
| +3% | +$258K | 2.54% | 14 |
|
|
2023
Q1 | $7.16M | Buy |
+43,432
| New | +$7.16M | 2.46% | 16 |
|
|
2021
Q1 | – | Sell |
-105
| Closed | -$12K | – | 75 |
|
|
2020
Q4 | $12K | Hold |
105
| – | – | 0.01% | 107 |
|
|
2020
Q3 | $10K | Buy |
+105
| New | +$10K | 0.01% | 96 |
|