Stratos Investment Management’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 | $12.6M | Buy |
39,475
+678
| +2% | +$216K | 0.58% | 41 |
|
|
2025
Q1 | $10.4M | Buy |
38,797
+6,409
| +20% | +$1.72M | 0.56% | 42 |
|
|
2024
Q4 | $9.61M | Sell |
32,388
-2,336
| -7% | -$693K | 0.58% | 43 |
|
|
2024
Q3 | $9.42M | Buy |
34,724
+1,937
| +6% | +$525K | 0.66% | 41 |
|
|
2024
Q2 | $7.59M | Buy |
32,787
+6,637
| +25% | +$1.54M | 0.63% | 42 |
|
|
2024
Q1 | $5.95M | Buy |
26,150
+780
| +3% | +$178K | 0.58% | 52 |
|
|
2023
Q4 | $4.75M | Buy |
25,370
+844
| +3% | +$158K | 0.56% | 53 |
|
|
2023
Q3 | $3.66M | Buy |
24,526
+1,947
| +9% | +$290K | 0.55% | 54 |
|
|
2023
Q2 | $3.93M | Buy |
22,579
+983
| +5% | +$171K | 0.6% | 48 |
|
|
2023
Q1 | $3.56M | Buy |
21,596
+2,015
| +10% | +$332K | 0.6% | 48 |
|
|
2022
Q4 | $2.89M | Buy |
19,581
+710
| +4% | +$105K | 0.52% | 57 |
|
|
2022
Q3 | $2.55M | Sell |
18,871
-1,413
| -7% | -$191K | 0.51% | 54 |
|
|
2022
Q2 | $2.81M | Buy |
20,284
+428
| +2% | +$59.3K | 0.53% | 54 |
|
|
2022
Q1 | $3.71M | Sell |
19,856
-762
| -4% | -$142K | 0.62% | 48 |
|
|
2021
Q4 | $3.37M | Buy |
20,618
+760
| +4% | +$124K | 0.53% | 56 |
|
|
2021
Q3 | $3.33M | Buy |
19,858
+2,183
| +12% | +$366K | 0.58% | 54 |
|
|
2021
Q2 | $2.92M | Buy |
17,675
+986
| +6% | +$163K | 0.8% | 41 |
|
|
2021
Q1 | $2.36M | Sell |
16,689
-1,067
| -6% | -$151K | 0.75% | 45 |
|
|
2020
Q4 | $2.15M | Buy |
17,756
+1,505
| +9% | +$182K | 0.68% | 50 |
|
|
2020
Q3 | $1.63M | Buy |
16,251
+479
| +3% | +$48K | 0.59% | 50 |
|
|
2020
Q2 | $1.5M | Buy |
15,772
+2,264
| +17% | +$216K | 0.64% | 48 |
|
|
2020
Q1 | $1.16M | Buy |
+13,508
| New | +$1.16M | 0.62% | 50 |
|