Sienna Gestion’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 | $16.1M | Buy |
55,265
+5,350
| +11% | +$1.56M | 1.11% | 19 |
|
|
2025
Q1 | $13.1M | Sell |
49,915
-4,743
| -9% | -$1.24M | 1.06% | 18 |
|
|
2024
Q4 | $16.2M | Hold |
54,658
| – | – | 1.09% | 16 |
|
|
2024
Q3 | $14.8M | Buy |
54,658
+9,488
| +21% | +$2.57M | 0.99% | 23 |
|
|
2024
Q2 | $10.5M | Sell |
45,170
-321
| -0.7% | -$74.3K | 0.93% | 30 |
|
|
2024
Q1 | $10.4M | Buy |
+45,491
| New | +$10.4M | 0.89% | 33 |
|