Sivia Capital Partners’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 | $554K | Buy |
1,738
+200
| +13% | +$63.8K | 0.17% | 109 |
|
|
2025
Q1 | $414K | Buy |
1,538
+88
| +6% | +$23.7K | 0.19% | 97 |
|
|
2024
Q4 | $430K | Sell |
1,450
-21
| -1% | -$6.23K | 0.21% | 70 |
|
|
2024
Q3 | $399K | Buy |
1,471
+31
| +2% | +$8.41K | 0.24% | 82 |
|
|
2024
Q2 | $333K | Sell |
1,440
-151
| -9% | -$35K | 0.22% | 92 |
|
|
2024
Q1 | $362K | Sell |
1,591
-15
| -0.9% | -$3.42K | 0.25% | 80 |
|
|
2023
Q4 | $301K | Buy |
+1,606
| New | +$301K | 0.23% | 94 |
|