SIS
Strategic Investment Solutions’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
1,999
+1,408
| +238% | +$449K | 0.19% | 75 |
|
|
2025
Q1 | $159K | Buy |
591
+7
| +1% | +$1.88K | 0.05% | 118 |
|
|
2024
Q4 | $127K | Sell |
584
-4
| -0.7% | -$868 | 0.04% | 117 |
|
|
2024
Q3 | $159K | Buy |
588
+7
| +1% | +$1.9K | 0.05% | 108 |
|
|
2024
Q2 | $134K | Buy |
+581
| New | +$134K | 0.04% | 116 |
|
|
2023
Q4 | $109K | Sell |
583
-9,154
| -94% | -$1.71M | 0.02% | 293 |
|
|
2023
Q3 | $1.59M | Buy |
9,737
+9,583
| +6,223% | +$1.57M | 0.02% | 252 |
|
|
2023
Q2 | $25.1K | Sell |
154
-422
| -73% | -$68.8K | 0.01% | 419 |
|
|
2023
Q1 | $95K | Buy |
+576
| New | +$95K | 0.02% | 265 |
|