SA
SRN Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
1,764
-1,186
| -40% | -$378K | 0.51% | 85 |
|
|
2025
Q1 | $794K | Sell |
2,950
-1,340
| -31% | -$361K | 0.89% | 52 |
|
|
2024
Q4 | $1.27M | Buy |
4,290
+1,300
| +43% | +$386K | 1.13% | 28 |
|
|
2024
Q3 | $811K | Sell |
2,990
-1,156
| -28% | -$314K | 0.72% | 74 |
|
|
2024
Q2 | $960K | Sell |
4,146
-2,390
| -37% | -$553K | 0.8% | 56 |
|
|
2024
Q1 | $1.49M | Sell |
6,536
-108
| -2% | -$24.6K | 1.16% | 33 |
|
|
2023
Q4 | $1.24M | Buy |
6,644
+138
| +2% | +$25.9K | 1.12% | 35 |
|
|
2023
Q3 | $971K | Sell |
6,506
-400
| -6% | -$59.7K | 0.96% | 42 |
|
|
2023
Q2 | $1.2M | Sell |
6,906
-650
| -9% | -$113K | 1.07% | 39 |
|
|
2023
Q1 | $1.23M | Sell |
7,556
-2,067
| -21% | -$336K | 1.12% | 37 |
|
|
2022
Q4 | $1.42M | Sell |
9,623
-2,360
| -20% | -$349K | 1.41% | 23 |
|
|
2022
Q3 | $1.62M | Sell |
11,983
-252
| -2% | -$34K | 1.35% | 24 |
|
|
2022
Q2 | $1.7M | Sell |
12,235
-8,773
| -42% | -$1.22M | 1.18% | 25 |
|
|
2022
Q1 | $3.93M | Sell |
21,008
-3,912
| -16% | -$732K | 1.73% | 10 |
|
|
2021
Q4 | $4.08M | Sell |
24,920
-1,612
| -6% | -$264K | 1.46% | 27 |
|
|
2021
Q3 | $4.44M | Buy |
26,532
+2,889
| +12% | +$484K | 2.06% | 24 |
|
|
2021
Q2 | $3.9M | Sell |
23,643
-677
| -3% | -$112K | 1.33% | 39 |
|
|
2021
Q1 | $3.44M | Buy |
24,320
+2,985
| +14% | +$422K | 1.23% | 44 |
|
|
2020
Q4 | $2.55M | Buy |
+21,335
| New | +$2.55M | 1.25% | 30 |
|