Transatlantique Private Wealth’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 | $1.85M | Buy |
5,797
+125
| +2% | +$39.9K | 0.68% | 37 |
|
|
2025
Q1 | $1.53M | Buy |
5,672
+139
| +3% | +$37.4K | 0.61% | 43 |
|
|
2024
Q4 | $1.64M | Buy |
5,533
+1
| +0% | +$297 | 0.62% | 39 |
|
|
2024
Q3 | $1.5M | Sell |
5,532
-1,730
| -24% | -$469K | 0.57% | 46 |
|
|
2024
Q2 | $1.67M | Buy |
7,262
+110
| +2% | +$25.3K | 0.68% | 36 |
|
|
2024
Q1 | $1.61M | Buy |
7,152
+1
| +0% | +$225 | 0.7% | 35 |
|
|
2023
Q4 | $1.32M | Hold |
7,151
| – | – | 0.62% | 46 |
|
|
2023
Q3 | $1.06M | Buy |
7,151
+23
| +0.3% | +$3.4K | 0.57% | 52 |
|
|
2023
Q2 | $1.24M | Sell |
7,128
-15
| -0.2% | -$2.61K | 0.65% | 44 |
|
|
2023
Q1 | $1.16M | Hold |
7,143
| – | – | 0.64% | 45 |
|
|
2022
Q4 | $1.05M | Buy |
7,143
+1,029
| +17% | +$151K | 0.63% | 46 |
|
|
2022
Q3 | $825K | Hold |
6,114
| – | – | 0.55% | 57 |
|
|
2022
Q2 | $848K | Buy |
+6,114
| New | +$848K | 0.59% | 55 |
|