Sonora Investment Management Group’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 | $646K | Buy |
2,025
+549
| +37% | +$175K | 0.05% | 150 |
|
|
2025
Q1 | $397K | Buy |
1,476
+613
| +71% | +$165K | 0.03% | 185 |
|
|
2024
Q4 | $256K | Buy |
863
+19
| +2% | +$5.64K | 0.02% | 235 |
|
|
2024
Q3 | $229K | Sell |
844
-582
| -41% | -$158K | 0.02% | 253 |
|
|
2024
Q2 | $325K | Hold |
1,426
| – | – | 0.03% | 212 |
|
|
2024
Q1 | $325K | Sell |
1,426
-37
| -3% | -$8.43K | 0.03% | 213 |
|
|
2023
Q4 | $274K | Buy |
1,463
+2
| +0.1% | +$375 | 0.02% | 220 |
|
|
2023
Q3 | $218K | Sell |
1,461
-72
| -5% | -$10.7K | 0.02% | 232 |
|
|
2023
Q2 | $267K | Buy |
1,533
+151
| +11% | +$26.3K | 0.02% | 214 |
|
|
2023
Q1 | $228K | Buy |
+1,382
| New | +$228K | 0.02% | 237 |
|