Tacita Capital’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 | $92.5K | Hold |
290
| – | – | 0.06% | 101 |
|
|
2025
Q1 | $78K | Hold |
290
| – | – | 0.06% | 106 |
|
|
2024
Q4 | $86.1K | Sell |
290
-150
| -34% | -$44.5K | 0.06% | 103 |
|
|
2024
Q3 | $119K | Hold |
440
| – | – | 0.08% | 96 |
|
|
2024
Q2 | $102K | Hold |
440
| – | – | 0.07% | 99 |
|
|
2024
Q1 | $100K | Buy |
440
+80
| +22% | +$18.2K | 0.07% | 108 |
|
|
2023
Q4 | $67.4K | Hold |
360
| – | – | 0.05% | 122 |
|
|
2023
Q3 | $53.7K | Hold |
360
| – | – | 0.04% | 141 |
|
|
2023
Q2 | $63K | Hold |
360
| – | – | 0.05% | 123 |
|
|
2023
Q1 | $59K | Hold |
360
| – | – | 0.04% | 123 |
|
|
2022
Q4 | $53K | Hold |
360
| – | – | 0.04% | 124 |
|
|
2022
Q3 | $49K | Hold |
360
| – | – | 0.04% | 118 |
|
|
2022
Q2 | $50K | Hold |
360
| – | – | 0.03% | 135 |
|
|
2022
Q1 | $67K | Hold |
360
| – | – | 0.04% | 124 |
|
|
2021
Q4 | $59K | Buy |
360
+260
| +260% | +$42.6K | 0.03% | 132 |
|
|
2021
Q3 | $17K | Hold |
100
| – | – | 0.01% | 164 |
|
|
2021
Q2 | $17K | Sell |
100
-565
| -85% | -$96.1K | 0.01% | 169 |
|
|
2021
Q1 | $94K | Hold |
665
| – | – | 0.06% | 113 |
|
|
2020
Q4 | $80K | Buy |
+665
| New | +$80K | 0.05% | 116 |
|