Trilogy 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 | $533K | Buy |
1,671
+68
| +4% | +$21.7K | 0.03% | 230 |
|
|
2025
Q1 | $431K | Sell |
1,603
-40
| -2% | -$10.8K | 0.02% | 239 |
|
|
2024
Q4 | $488K | Sell |
1,643
-12
| -0.7% | -$3.56K | 0.03% | 228 |
|
|
2024
Q3 | $449K | Buy |
1,655
+47
| +3% | +$12.7K | 0.02% | 237 |
|
|
2024
Q2 | $372K | Buy |
+1,608
| New | +$372K | 0.02% | 244 |
|
|
2018
Q4 | – | Sell |
-478
| Closed | -$51K | – | 168 |
|
|
2018
Q3 | $51K | Hold |
478
| – | – | 0.01% | 193 |
|
|
2018
Q2 | $47K | Hold |
478
| – | – | 0.01% | 184 |
|
|
2018
Q1 | $45K | Buy |
+478
| New | +$45K | 0.01% | 167 |
|