SIA
SkyView Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Sell |
2,767
-20
| -0.7% | -$6.35K | 0.13% | 136 |
|
|
2025
Q1 | $750K | Buy |
2,787
+217
| +8% | +$58.4K | 0.11% | 153 |
|
|
2024
Q4 | $763K | Buy |
2,570
+147
| +6% | +$43.6K | 0.12% | 146 |
|
|
2024
Q3 | $657K | Buy |
2,423
+73
| +3% | +$19.8K | 0.11% | 148 |
|
|
2024
Q2 | $544K | Buy |
2,350
+256
| +12% | +$59.3K | 0.1% | 186 |
|
|
2024
Q1 | $477K | Buy |
2,094
+70
| +3% | +$15.9K | 0.09% | 197 |
|
|
2023
Q4 | $379K | Buy |
2,024
+155
| +8% | +$29K | 0.09% | 95 |
|
|
2023
Q3 | $279K | Sell |
1,869
-2,293
| -55% | -$342K | 0.11% | 226 |
|
|
2023
Q2 | $725K | Sell |
4,162
-3,578
| -46% | -$623K | 0.18% | 155 |
|
|
2023
Q1 | $1.28M | Buy |
7,740
+62
| +0.8% | +$10.2K | 0.3% | 84 |
|
|
2022
Q4 | $1.13M | Sell |
7,678
-74
| -1% | -$10.9K | 0.34% | 84 |
|
|
2022
Q3 | $1.05M | Sell |
7,752
-1,503
| -16% | -$203K | 0.31% | 96 |
|
|
2022
Q2 | $1.28M | Buy |
9,255
+989
| +12% | +$137K | 0.34% | 83 |
|
|
2022
Q1 | $1.48M | Sell |
8,266
-9,396
| -53% | -$1.69M | 0.35% | 77 |
|
|
2021
Q4 | $1.56M | Buy |
17,662
+12,929
| +273% | +$1.14M | 0.35% | 70 |
|
|
2021
Q3 | $793K | Sell |
4,733
-223
| -4% | -$37.4K | 0.22% | 123 |
|
|
2021
Q2 | $701K | Hold |
4,956
| – | – | 0.33% | 74 |
|
|
2021
Q1 | $701K | Buy |
4,956
+225
| +5% | +$31.8K | 0.31% | 76 |
|
|
2020
Q4 | $572K | Buy |
+4,731
| New | +$572K | 0.27% | 81 |
|