TAGStone 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 | $2.9M | Buy |
9,757
+53
| +0.5% | +$15.8K | 1.2% | 25 |
|
|
2025
Q1 | $2.61M | Buy |
9,704
+240
| +3% | +$64.6K | 1.28% | 21 |
|
|
2024
Q4 | $2.81M | Buy |
9,464
+108
| +1% | +$32.1K | 1.38% | 22 |
|
|
2024
Q3 | $2.54M | Buy |
9,356
+113
| +1% | +$30.6K | 1.3% | 22 |
|
|
2024
Q2 | $2.14M | Buy |
9,243
+26
| +0.3% | +$6.02K | 1.21% | 22 |
|
|
2024
Q1 | $2.1M | Buy |
9,217
+37
| +0.4% | +$8.43K | 1.23% | 22 |
|
|
2023
Q4 | $1.72M | Buy |
9,180
+36
| +0.4% | +$6.75K | 1.12% | 24 |
|
|
2023
Q3 | $1.36M | Buy |
9,144
+33
| +0.4% | +$4.92K | 1% | 25 |
|
|
2023
Q2 | $1.59M | Buy |
9,111
+37
| +0.4% | +$6.45K | 1.14% | 24 |
|
|
2023
Q1 | $1.5M | Buy |
9,074
+26
| +0.3% | +$4.29K | 1.12% | 23 |
|
|
2022
Q4 | $1.34M | Buy |
9,048
+30
| +0.3% | +$4.43K | 1.1% | 27 |
|
|
2022
Q3 | $1.22M | Buy |
9,018
+28
| +0.3% | +$3.78K | 1.13% | 26 |
|
|
2022
Q2 | $1.25M | Buy |
8,990
+29
| +0.3% | +$4.04K | 1.19% | 25 |
|
|
2022
Q1 | $1.68M | Buy |
8,961
+19
| +0.2% | +$3.55K | 1.41% | 21 |
|
|
2021
Q4 | $1.46M | Buy |
+8,942
| New | +$1.46M | 1.22% | 25 |
|