Sierra Capital’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 | $319K | Hold |
1,001
| – | – | 0.04% | 184 |
|
|
2025
Q1 | $269K | Sell |
1,001
-862
| -46% | -$232K | 0.03% | 177 |
|
|
2024
Q4 | $553K | Sell |
1,863
-97
| -5% | -$28.8K | 0.07% | 153 |
|
|
2024
Q3 | $532K | Buy |
+1,960
| New | +$532K | 0.06% | 158 |
|
|
2023
Q1 | – | Sell |
-1,499
| Closed | -$221K | – | 220 |
|
|
2022
Q4 | $221K | Buy |
1,499
+170
| +13% | +$25.1K | 0.04% | 178 |
|
|
2022
Q3 | $179K | Sell |
1,329
-1,347
| -50% | -$181K | 0.03% | 187 |
|
|
2022
Q2 | $371K | Sell |
2,676
-33
| -1% | -$4.58K | 0.07% | 147 |
|
|
2022
Q1 | $507K | Buy |
2,709
+21
| +0.8% | +$3.93K | 0.08% | 140 |
|
|
2021
Q4 | $440K | Buy |
2,688
+1,695
| +171% | +$277K | 0.07% | 153 |
|
|
2021
Q3 | $166K | Hold |
993
| – | – | 0.03% | 216 |
|
|
2021
Q2 | $164K | Sell |
993
-465
| -32% | -$76.8K | 0.03% | 194 |
|
|
2021
Q1 | $206K | Buy |
+1,458
| New | +$206K | 0.04% | 173 |
|