Tilia Fiduciary Partners’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 | $2.19M | Buy |
6,852
+416
| +6% | +$133K | 1.33% | 32 |
|
|
2025
Q1 | $1.73M | Buy |
+6,436
| New | +$1.73M | 1.15% | 35 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$52.3K | – | 123 |
|
|
2023
Q2 | $52.3K | Hold |
300
| – | – | 0.05% | 204 |
|
|
2023
Q1 | $49.5K | Buy |
300
+134
| +81% | +$22.1K | 0.05% | 210 |
|
|
2022
Q4 | $24.5K | Hold |
166
| – | – | 0.02% | 267 |
|
|
2022
Q3 | $23K | Hold |
166
| – | – | 0.02% | 269 |
|
|
2022
Q2 | $23K | Hold |
166
| – | – | 0.02% | 275 |
|
|
2022
Q1 | $31K | Buy |
166
+100
| +152% | +$18.7K | 0.03% | 263 |
|
|
2021
Q4 | $11K | Buy |
+66
| New | +$11K | 0.01% | 401 |
|